Previewing Attachments

When you want to look at an attachment but do not need to modify it (see Using Electronic Document Review for more about modifying attachments), use the Preview command.

To preview an attachment

  1. Navigate to the record list portlet you are using and use Search to locate the record you want to work with.

  2. Click the link to the record you want.

  3. Click the Documents tab.

  4. Click the File Name link for the attachment you want to view.

  5. To download the file, open the Actions menu for the desired attachment by clicking the down arrow, and select Preview.