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:
-
Navigate to the
Information Zone or the Documents tab on an entity record, such as a project or organization.
-
Search for the document.
For information, see Search for Documents.
-
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.
-
Click the document that you want to preview.
-
Click
at the bottom of the page to display the Document Details pane, and then click the Preview tab.
-
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
.