View a Document

You can view any document listed in the Documents tab or a workspace.

To view a document:

1. Go to the workspace where you want to view a document.
2. Use the search filter and/or the Search field to select a record or transaction.
3. Drill down to the Documents tab, and select the line for the document you want to view.
4. To download that document, you can do one of the following:
   • On the line, click Row Tools > View Document.
   • 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.
   Maconomy downloads the file your computer or device.