Preview a Document in Classic View

Preview Office documents, emails, images, PDFs, and ZIP files in Classic View for a convenient overview. Ensure document content meets expectations before proceeding with actions like downloading or checking out.

To preview a document in Classic View:

  1. Navigate to the Information Zone or the Documents tab on an entity record, such as a project or organization.
  2. Search for the document.
    For information, see Search for Documents.
  3. If required, search for the document(s) that you want to preview, or click a document pool to display all documents within it. For information, see Search for Documents in Classic View.
  4. Click the document that you want to preview.
  5. Click at the bottom of the page to display the Document Details pane, and then click the Preview tab.
  6. Do any of the following:
    • Scroll between images: Click Next and Previous.
    • Copy text: Highlight the text and click .
    • Add a comment (PDF only): Click .
    • Zoom: Click .