Manage project documents and document properties.

  1. Select one of these options:
    • Manage global documents — From the top menu, select Workbench > Documents.
    • Manage project documents
      1. From the top menu, select Workbench > Projects.
      2. Click the project entry.
      3. Click the Documents tab.
  2. In the document entry card, click the ellipse icon (  ), then perform any of these tasks:
    View the documentSelect View Document.
    View or modify document properties
    1. Select Edit Document.
    2. (Optional) Replace the file by clicking the delete icon (  ), then dragging, pasting, or uploading the new file.
    3. (Optional) Modify the description.
    4. Click Update Document.
    Download a document
    1. Select Download Document.
    2. Save or open the file.
    Delete a documentSelect Delete Document, then click Okay.