Announcement: Preview Files Before Downloading

We know how time consuming it can be to have to download a file in order to view it. That's why we've added a feature that allows you to preview files before downloading them.

Previously, in order to view the content of a file, you'd need to download it first. For customers with many files on a record, this was an unworkable solution if you only needed to determine which file was which. Now, you'll only need to download the file when necessary.

To preview a file:

  1. Navigate to the location of the file.
  2. Click on the file name, then select Preview file.


Tips and tricks for previewing files:

  • You can download and email a file right from the preview.
  • Clicking the small arrow will open the preview in new tab, with a print option as well.
  • If the file doesn't load, click reload file.
  • To close the preview window, click escape or anywhere in the grey sections on the side of the preview.

Still have questions?

Create a support ticket anytime, and we'll get back to you as soon as possible.

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