This article is a guide on how to Preview Documents from the Matter Files tab.
The Matter Files Tab can now be expanded, and documents can be viewed in a preview pane without needing to open them.
Step 1: Go to Case Enquiry
Look up a Matter.
Step 2: Select the Matter Files Tab
Click on the Matter Files tab to view associated documents.
Step 3: Click on the Expand Icon
The Matter Files tab will expand to Full Screen.
Step 4: Select a Document to Preview
The document will be highlighted in yellow, and the preview will be shown on the right side of the screen.
Supported Document Types
You can preview the following document types:
- Emails
- Word documents
- Excel spreadsheets
- PDF documents
| FormEvo documents cannot be previewed. |
Step 5: Return to Case Enquiry
Click on the expand icon to return to the Case Enquiry screen.