Is there a quick way to get to the Document Details display?

Yes, rather than going through the process of clicking on the document row, then clicking on the "Manage Documents" button and then selecting the "Document Details" option, the quickest way to enable the Document Details display is to double-click any field in the document row when in the PORTFOLIO > DOCUMENTS view.

This will launch the Document Details display and you can make the edits to the document details right away. This is particularly useful if you have multiple edits to make for the document; if only one or two edits are required, it may be simpler/faster to do it in the grid itself.