Preview a Document

You can preview emails, images, PDFs, and ZIP files in all modes when Smart View is enabled.

To preview a document:

  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.
    For information, see Search for Documents in Smart View.
  4. Click the Preview toggle to display the Preview pane.
  5. Click any image, email, PDF, or ZIP file to view it in the Preview pane.

To close the Preview pane again, click the Preview toggle to disable it.