Preview a Document in Smart View

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

To preview a document in Smart View:

1. Navigate to the Information Zone or the Documents tab on an entity record, such as a project or organization.
2. If Smart View is not enabled, click the Smart View toggle to enable it.
   
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 Smart View.
4. Click the Preview toggle to display the Preview pane.
5. To preview a file, do either of the following, depending on the mode you have selected:
   • In Document, Basket, or Email mode, click the document that you want to preview.
   • In Image Mode, click the title of the image to preview it, or click the thumbnail to open it in a separate tab.
6. Do any of the following:
   • Scroll between images: Click Next and Previous.
   • Open the Preview pane in its own window: Click .
   • Copy text: Highlight the text and click .
   • Add a comment (PDF only): Click .
   • Zoom: Click .
7. To hide the Preview pane again, click the Preview toggle again.