Overview: The document preview feature allows you to view the contents of a document directly from the records grid without needing to open the file separately.
How to Preview a Document
You can easily preview documents listed in the records grid by following these steps:
Locate the document: Find the document you wish to preview within the records grid.
Identify the preview icon: Each document in the grid eligible for preview will have a preview icon next to it:
Click the preview icon: Pressing this icon will display the contents of the document in a dedicated preview pane.
Understanding Preview Behaviour
Keep the following points in mind when using the document preview feature:
Closing the preview: The preview pane will close if you click away from the preview icon or the preview pane itself.
Grid refresh: Any action that refreshes the records grid, such as applying new search terms or filters, will also close the document preview.
Previewing multiple documents: If you are scrolling through the records grid and wish to preview multiple documents, you must click the preview icon for each document individually. The preview will update to show the content of the most recently selected document.
Important Notes and Limitations for Document Preview
Please be aware of the following limitations when using the document preview feature:
File Size Limit:
Documents larger than 2MB will not be displayed in the preview pane.
If you attempt to preview a document exceeding this size limit, you will receive a notification stating: "Document is larger than 2mb and cannot be previewed."
Unsupported File Types:
Certain document types are not supported for preview. This includes, but is not limited to, macro-enabled files such as:
.xlsm(Microsoft Excel Macro-Enabled Workbook).docm(Microsoft Word Macro-Enabled Document)
If you attempt to preview an unsupported file type, you will receive a notification indicating that the document type is not supported for preview.