Click a document row or use the Preview action to open the document detail drawer.
The drawer shows the document preview, document metadata, linked records, and file actions.
From the drawer, staff can:
A Replace action may be visible but is disabled until replacement flow is added.
The metadata panel supports editing details such as:
Use metadata to make files easier to search, audit, and review.
The linked records panel shows the CDM records connected to the document. Use it to confirm the document is attached to the right operational record.
Global and record-level document searches use document names, filenames, linked record summaries, and other metadata. Clear metadata makes the document easier to find later.