View a Document
You can view any document listed in the Documents tab or a workspace.
To view a document:
- Go to the workspace where you want to view a document.
- Use the search filter and/or the Search field to select a record or transaction.
- Drill down to the Documents tab, and select the line for the document you want to view.
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To download that document, you can do one of the following:
- On the line, click .
- On the line, click the link in the Document field.
- Expand the Document assistant on the right side of the workspace, and click the download icon.