Document Preview
Document Preview enables users to see what is inside a file. It can be launched from many places in the Portal. The previewer supports many file formats.
When to use Document Preview
Use Document Preview when you want to open a file to inspect its contents, or when you want to access document actions directly from the preview window.
What you can do in Document Preview
- Refresh the preview window
- Open the Document Details dialog
- Download the main file
- Open the Attachments dialog
- Open the document in Office Online for editing
- Search within the document text
- Open the sidebar for annotations, notes, and tags
Preview toolbar
| Icon | Description |
|---|---|
 | This is the Document Preview icon. Click on this whenever it appears in the Portal to preview the relevant document. |
'Document Preview' horizontal toolbar
All the icons included in the toolbar reflect features that can be applied to the opened preview document.
| Icon | Description |
|---|---|
 | Closes the preview window. |
 | Enables refreshing of preview window. |
 | Accesses Help Notes on annotations and signature creation. |
 | Accesses the Document Details dialog. |
 | Enables users to download the main file. |
 | Accesses the Attachments dialog. |
 | Opens the document in Office Online for editing. |
 | Activates translation of text (if enabled). |
| Search | Enables users to search for words/phrases within the document’s text. |
 | Opens the sidebar to access the history of live annotations, as well as to make notes and tags. |