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.