The Document Workspace in CoAuthor offers more than just document creation. It allows you to:
View document details
Open documents in Word
Download, rename, copy, or delete documents
Manage drafts and generated versions
Set a default draft
Note: Before proceeding, ensure you’ve created a document. See: How to Add Documents to a Project
Accessing Document Actions
Log in to CoAuthor.
If prompted, select a sponsor from the Select Sponsor modal.
In the Projects Workspace, click on the desired project.
Navigate to the Documents tab.
Click the ellipsis (⋯) next to the document.
Choose an action from the Actions menu
Document Actions Overview
Details
Opens the Document Details Workspace, showing all drafts and generated versions.
From here, you can:
Set a default draft
Preview drafts
Download drafts
Rename, copy, or delete drafts
Drafts Tab
Preview drafts before finalizing.
Download finalized drafts.
Rename drafts for better organization.
Create new drafts by copying a document.
Generated Tab
View documents generated from finalized drafts.
Common Actions
Open in Word
Follow the steps to access the Actions menu.
Click Open to launch the document in Microsoft Word.
Download
You can download documents from either the Documents Tab or the Details Workspace.
From Documents Tab:
Access the Actions menu.
Click Download.
From Details Workspace:
Click Details from the Actions menu.
In the workspace, click the ellipsis next to the draft.
Select Download.
Rename
From Documents Tab:
Access the Actions menu.
Click Rename.
In the modal, enter a new name and click Rename.
Rename Document in the Details Workspace:
From the Documents tab, click Details from the Actions menu.
In the workspace, click the ellipsis next to the draft.
Select Rename, update the name, and click Save.
Copy
Click Details from the Actions menu.
In the workspace, click the ellipsis next to the draft.
Select Copy.
Set as Default
In the Drafts tab, click the ellipsis next to the desired draft.
Click Make Default from the Actions menu.
Note: The default draft will have the check box checked off in the Default column.
Delete
From Documents Tab:
Access the Actions menu.
Click Delete.
Confirm deletion in the modal.
From Details Workspace:
Click Details from the Actions menu.
In the workspace, click the ellipsis next to the draft.
Select Delete and confirm.
🛑 Pro Tip: You cannot delete the default draft.
💬 Need Help?
If you encounter any issues or would like assistance, please email AI-Support@Certara.com or create a ticket in the Certara AI Service Desk