The Document panel is available in all Onshape documents (aligned vertically with the Onshape logo).

Below is a map of the functionality available:

Document panel toolbar with labels

Tab manager in the Document panel toolbar

  • Versions and history (Versions and history icon) - Click to open the Version Manager in the Document panel, where you can branch, merge, create new workspaces, and view changes and releases.
  • Create version (Create Version icon) - Click to open the Create new version dialog.
  • Release drafts ( Release drafts icon) - Click to open the Release drafts panel, displaying draft release candidates saved in that document.
  • Comments ( Comments icon) - Click to open Comments for the active document in the Document panel.
  • Document notes ( ) - Click to open the Document notes panel, where you can add text, Markdown, and hyperlinks into a Document notes panel.
  • Where used ( ) - Click to open Where used in the Document panel , displaying where parts or assemblies are used.
  • Performance ( ) - Click to open Performance in the Document panel, where you can view the Tab performance, Tab graphics, Document performance, and System details.
  • AI Advisor ( ) - Click to open the AI Advisor in the Document panel, where you can ask questions to get information and references from Onshape's extensive resource library.
  • Action items ( Action items icon) - Click to open the )Action items in the Document panel, where you can view and filter through your Action items.
  • Tab manager ( ) - Click to open the Tab manager, where you can organize and find tabs more easily. See Working with the Tab manager for more information.