Document Previewer

The Document Previewer module allows you to view file attachments across the system without needing to download the document. If you choose to download the document while previewing it, you can.

The Document Previewer can be accessed from four locations:

• Any file attachment field

• The Action Center Attachments panel

• Any Upload File window

• The Document Search module

The Document Previewer supports previewing the following file types: .pdf, .doc, .docx, .xls, .xlsx, .csv, .txt, .png, .jpg, jpeg, and .gif.

 Note: If you attempt to preview an unsupported file, the following message displays:

"This file type is not supported by the previewer. Please download the file to view its contents."

However, you can still use the Download option to download a copy of the file and open it outside of ClientSpace.

Accessing the Document Previewer

File Attachment Field

To access Document Previewer from a file attachment field:

On any file attachment field, click the file name.

Action Center Attachments Panel

To access Document Previewer from an Action Center Attachments Panel:

1. On any dataform or CRM form with an attachments panel, in the Action Center, click the down chevron symbol to expand the Attachments panel.

2. Then, click the link of the file you want to preview.

   

Upload File Window

To access Document Previewer from an Upload File window:

1. On any file attachment field, click the Upload File icon.

   

   OR

    

   On the Action Center Attachments panel, click the Edit Attachment icon.

   

   The Upload File window displays.

2. What do you want to do?

   • To preview the most recently uploaded version of the file: Click the link under Current File.

     

   • To preview an older version of the file: Click Manage Versions and then when the screen refreshes to display a list of older revisions, click the link of the revision you want to preview.

     

The Document Search Module

To access the Document Previewer from the Document Search module:

1. From the modules bar, select Document Search.

   The Document Search dashboard opens.

   

   Note: You may need to use More Search to filter the list. For more details on using the Document Search module, see theDocument Search topic.Document Search

2. With the topic you want to preview selected in the grid, click Preview File.

   

Using the Document PreviewerDocument Search

Once the Document Previewer displays, you can easily navigate the window to view your document and optionally, download the document.

Viewing Pages

Method 1 - Arrows: Use the left and right arrows to navigate from page to page.

Note: On Page 1, there is only a right arrow since you are already at the beginning of the document. Similarly, there is only a left arrow on the last page since there are no additional pages to view.

Method 2 - Page Selector: You can hover over the field to display the up and down arrow keys in the field and click the up or down arrow to set then page number and then click View. Alternatively, you can also type a page number in the Page field and click View.

Downloading

Optionally, click the yellow Download button at the top of the screen to download a copy of the file to your PC.

Exiting

Click the X in the upper right corner of the screen to close the Document Previewer. You are returned to the currently displayed form in ClientSpace.

Related Topics:

• Document Search