DeskDox
Documents1 min readReviewed 2026-05-13

Document Detail Drawer

What this helps you do

Open the Document Detail Drawer to inspect one document's metadata, workflow, activity, audit trail, versions, signatures, permissions, lifecycle status, and available actions.

Document details tab Document workflow tab Document activity tab Document audit tab Document versions tab Document signatures tab Document permissions tab Document lifecycle tab

Open the drawer

Click a document name in the table. The header shows document identity and badges such as status, workflow, lifecycle, or favorite/star when available. Use Ask Emii to ask about the selected document when Emii is enabled and your access permits it.

Tabs and footer actions

Tabs can include Details, Workflow, Activity, Audit, Versions, Signatures, Permissions, and Lifecycle. The footer can include Start Workflow, Preview, Share, Email, Copy Link, and More actions. Tabs and actions are permission-dependent, so a user may see details but not permissions, audit, lifecycle, email, share, or workflow controls.

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Documents OverviewThe Documents page is the main workspace for finding, opening, uploading, previewing, sharing, and managing documents that your account is allowed to see.Preview and Review a DocumentUse the Preview modal to view a document in the browser before deciding whether to download the original file, start a workflow, share it, or inspect its details.View Document Activity and Audit TrailUse the Activity and Audit tabs to review document history, including views, downloads, workflow events, permission changes, sharing events, and other compliance-relevantDocument VersionsUse the Versions tab to see the current document version and previous versions kept for history, review, and compliance.