Viewing Documents

Modified on: Fri, 11 Aug, 2023 at 1:14 PM

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.  

Viewing documents

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