Each document in Compendium has a toolbar in its header and a full Info Drawer that slides in from the right. Together they give you access to editing controls, attachments, version history, sharing, PDF export, and the complete activity audit trail.
The toolbar sits in the document header, to the right of the metadata (created/updated info). Icons appear and disappear depending on the document's status and your permissions.
| Icon | What it does |
|---|---|
| ✏ Edit | Enters edit mode. Only active when the document is in Draft status. |
| 💾 Save | Saves the current edits. Visible only while in edit mode. |
| ✕ Cancel | Discards unsaved edits and exits edit mode. |
| 📎 Attach Files | Opens the attachment uploader to add files to the document. |
| 🕐 Version History | Opens the version history dialog listing all saved versions. |
| ⓘ More Info | Slides open the right Info Drawer with full document metadata and actions. |
| ↗ Share | Copies a shareable deep link to this document to your clipboard. |
Any file type can be attached to a document — images, PDFs, spreadsheets, ZIP archives, and so on. Attachments are displayed in the Info Drawer and can be downloaded or deleted individually.
Version history lets you create named snapshots of a document at key milestones and restore them later if needed.
The link encodes the project and document ID as a token. If the recipient does not have project access they will see an "Access Required" page.
Click the ⓘ More Info icon to slide open the Info Drawer from the right. It contains four sections:
| Action | What it does |
|---|---|
| Attach Files | Upload files to attach to this document. |
| Create Version | Snapshot the current content as a named version for future reference. |
| Version History | View all versions of this document with the ability to restore an older one. |
| Change Parent | Move this document to a different section in the tree. |
| Download PDF | Export the document content as a PDF file. |
| Delete Section | Permanently delete this section and its content. Requires confirmation. |
The Activity section in the Info Drawer shows every event recorded for the document. Use the filter dropdown to narrow the list:
| Filter | What it shows |
|---|---|
| All | Every event in the audit trail — status changes, content edits, and attachment activity. |
| Status | Only status transition events (Draft → In Review → Published, etc.). |
| Content | Only content edits and attachment activity (created, updated, attachment added/deleted). |
The Share icon copies an empty or broken link
Sharing requires an authenticated project member to access. Ensure you are on a valid document (not the project root) and that currentProduct is set. If the link is still broken, reload the page and try again.
Download PDF produces a blank or incomplete PDF
PDF generation uses the rendered HTML of the document content. Very large documents or those containing complex media may truncate. As a workaround, use your browser's built-in print to PDF (Ctrl+P / Cmd+P) from the content area.
Version History shows no entries
Version history entries are created when you explicitly click "Create Version" in the Info Drawer actions. Regular saves do not create named versions automatically.
Change Parent is not available
Change Parent appears only when the document has a valid entity ID and the user has edit access. If the option is missing, check that you are not in read-only mode and that the document is not in a locked status.
I attached a file but it does not appear
Attachments appear in the Info Drawer under "Attachments." Scroll down in the drawer to see them. If the list is empty after attaching, try closing and reopening the drawer.
I cannot delete the document
The Delete Section action requires edit access and appears in the Info Drawer Actions section. If it is missing, you do not have the necessary permissions. Read-only users cannot delete documents.