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How to Preview a Document

Information on how to use the Preview Document function in Contract Logix

Eric Reinert avatar
Written by Eric Reinert
Updated over 4 months ago

Preview from the parent record or Documents grid

Select in the navigation menu, or open a Contract, Organization, Contact or (for Premium only) Request record and scroll to the Documents (or Supporting Documents) section.

Locate the document you wish to preview and click the document icon, e.g., or

.

Preview from the Document record

When a document record is open, you can click in the menu bar or click the preview link .

Preview a Previous Version

Method 1 and Method 2 (above) allow you to preview the most recent document version. To preview an older version, open a Document record (either from the Documents grid or the parent record). In the Document Versions list at the bottom, locate the version you wish to preview and click the "eye" icon in the Open Version column.

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