View uploaded document details and analysis
Review the details, source information and automated analysis for an uploaded document.
This guide is designed for project manager.
Steps
Step 1: Open the uploaded document record
From your documents list, select the uploaded document (for example, "Fire Risk Assessment") to open its detailed view.
Step 2: Review core document information
On the detail view, check the document title, reference, source label and filename to confirm you are looking at the correct file.
Step 3: Check document status and version
Review the unified status, revision and "latest" flag to understand whether this is the active version of the document.
Step 4: Review organisation and source details
Use the organisation and source information (such as "Uploaded" source and any extracted organisation details) to see where the document came from.
Step 5: View automated analysis results
Look at the document AI analysis section to see any extracted insights, classifications or structured data created from the file.
Step 6: Open the in-app document viewer
Select the option to open the in-app viewer so you can read the document pages directly within the system.
Step 7: Download the original file
From the viewer, use the download option to save a copy of the original document to your device if you need it offline or for sharing.
Last updated: 2026-08-04