Hello, how can we help you?

Recent Searches: Copilot - 2.2.2 - Workspace - 2.2.2 - Workflow - 2.2.2 - Training - 2.2.2

Viewing documents

After finding the document you wish to view, through its category sub-levels, simply open it by clicking on it. The document data screen will be opened. The file will be displayed in the Files field. Click on it to open. 

If the electronic file of the document to be viewed is a PDF or image, it will be opened in the application, as long as you have permission to view the document.

If the electronic file of the document to be viewed is not a PDF or image, it will be necessary to download it so it can be opened on your device. To do so, click on the button, located next to the Files field, and on Download.

Note: For the download to be successful, it is necessary to grant permission to save locally to the application files.

Another way to have the document available offline is by adding the user as an offline user to the document data through the system document creation screen.


Was this article helpful?