How do I view document details?

The document details page provides a high level view of important document details and may include things such as description, status, tags, and custom fields. This article describes how to view document details.

1. Click Documents

Click Documents
  • On the Icon Bar, click the Project button, then click Documents.

 Note: Clicking the Project button on the Icon Bar will take you directly to the Summary page of the last work you visited.

2. Click See details

Click See details
  1. Locate the document you want to view details for and click the title of the document.
  2. In the context sensitive drop-down menu, click See details.

3. View Details

  • View document details.

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