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Open the client's folder and choose the document's tile, and a PDF or an image shows on screen with the document's details beside it.

  1. 1 Open Clients and choose the person. You need a role that includes See requests, clients and documents.
  2. 2 On the card of the request, choose the tile of the document.
  3. 3 For a PDF with several pages, use the arrows under the page to move through it.
  4. 4 Choose Close or press Escape to go back to the client's folder.

A PDF opens one page at a time and an image opens whole. Some files cannot be drawn in a browser. This holds for Word, Excel, text and OpenDocument files, and for an image type your browser does not support, such as HEIC or TIFF. For those the viewer says there is no preview for that format and offers the download. If a preview fails to load, the viewer says so and the download still works.

The details panel beside the document has these rows.

RowWhat it shows
Sent byThe client's name, with their email or phone beneath
ArrivedThe day the document arrived
RequestThe request it came with
PurposeThe purpose written in that request
Held untilThe earliest deletion date of anything this client sent on that request, shown only when a date exists
FileThe format and size, and the page count for a PDF
SourceShown only for a document taken from DigiLocker, with the name of the issuer
Fingerprint · SHA-256The document's fingerprint

Below the details, Download this file saves the document and Open the request it came from takes you to the request page.

Each time you open a PDF or an image, the view is recorded in your audit trail. The details panel carries a label that says so. A file with no preview is recorded when you download it. A deleted document shows as a greyed tile that does not open.