Preview of documents

Through integration with Box.com, you can view all the documents on the cases inside the system. To do this, the administrator must connect the integration in the Applications section.

  1. Open the DOCUMENTS tab form the menu panel in a case.
  2. Click on the "•••" icon at the end of the line with the desired document and select View.
  3. The document will automatically open for viewing in the same window.

 

Viewing the document by clicking on it in the opened pop-up.

  1. Open the DOCUMENTS tab form the menu panel in a case.
  2. Click on the name of the interested document.
  3. In the pop-up, click on the attached file.