Step-by-step guide:
- Step 1: Ensure you are inside a client’s Vault.
- Step 2: Navigate to a folder and sub-folder by double clicking or use the search feature.
- Step 3: This will open a preview of the file and an action panel on the right-hand side where you will be able to read the entire document and perform actions to that document.
Step 1: Ensure you are inside a client’s Vault.
- To learn how to do this, please check out our tutorial titled 'How to Access a clients Vault'.
Step 2: Navigate to a folder and sub-folder by double clicking or use the search feature.
Step 3: This will open a preview of the file and an action panel on the right-hand side where you will be able to read the entire document and perform actions to that document.
