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Records - Previewing Documents

Within the records grid, you are now able to preview documents. 


Each document on the grid has a preview icon


Pressing this icon will display the contents of the document


When you click away from the preview icon, the grid will show all documents without any preview. Any refresh of the grid (e.g. changing the search terms) will remove the preview.


If you wish to scroll down and preview documents, the preview icon needs to be selected for each item in the grid.


Some notes about Preview:

  • Any documents larger than 2mb will not display in the preview pane (you will receive a notification if the document is larger than 2mb).
  • Certain document types will not display in the preview pane (e.g. macro enabled files such as .xlsm and .docm) - you will receive a notification if the document type is not supported.

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