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Thanks to the document preview, you can, not only preview a document or a dossier, but also use a variety of tools that allow you to do a large number of actions.
To access the preview of a document or dossier, go to the library and click on the document/dossier.
Document preview
Dossier preview
In this section you can see the name of the document or dossier and modify it by clicking on the pencil icon.
Note that the icon will not appear if you do not drag the pointer onto it.
You can see the information of the dossier/document in this section.
Click on it to display the section and see fields with the document information (Name, creation date, owner…) and some features such as a direct link to download the document.
In addition, if you are previewing a document, you can see information about its current version.
Document information
In this section you can see a history of the document versions, as well as view any version by clicking on the box.
In addition, in the upper right corner of the section you will find 2 buttons:
Lista de versiones de un documento.
Both documents and files can have conversations associated to them. It can be used to discuss related matters.
Click on it to see the document’s list of conversations.
Finally, in the upper right corner you have the button to add conversations. Choose the name of the conversation and the users who will be part of it.
Here you have the tags assigned to the document (or dossier) and their value.
Click on the “+” icon in the upper right corner to add or remove labels by selecting them. You can also change the status of the label.
This section shows you the status of the current document flow, if it has one.
You can modify it, but with the transitions that the document flow already has.
Here you have the data of the tag form. You will only see those that have been filled out.
You can lock the form by clicking the padlock icon, or go to edit mode by clicking the pencil.
In this mode, all fields, even those not filled out, will appear and you can edit them.
In the sharing section you can view the users or groups with whom the document or dossier is shared.
If it is a dossier, you can edit the sharing by clicking on the pencil icon to add or remove users or groups.
This options allows you to move among documents both in the library and in a dossier. If you are previewing a dossier, you can also move among different dossiers. It indicates the total number of documents/dossiers and the one you are in.
If you are on a mobile device, activate this option through the drop-down menu (button with three dots) in the upper right corner.
Finally, if you are in a document that belongs to different dossiers, to change the dossier click the small arrow (see right image) and the menu will be displayed with the list of existing dossiers as well as the library.
Navegablidad de un documento.
Preview toolbar on computers and on mobile devices
Previsualización de un documento.
If it is a dossier, you will have a list of the documents that it contains and basic information about them (Date and Tags), as well as 3 dots with different options to do with the document.
Previsualización de un documento.
