Find and preview a document
Locate a file in Documents and open an on-screen preview. You need staff access to Documents.
- Open Documents.
- Optionally choose a building in the building filter.
- In the left rail, pick a view such as All documents, Starred, Recent, Shared with residents, or Trash.
- Type in Search… to find by name (search runs after a short pause).
Tip: Use Audience: to narrow by All residents, Owners, Tenants, Board, or Staff only.
- Open folders from the Folders tree or the main list until you see the file.
- Click the file to open its detail panel.
- Click Preview.Document detail with Preview button — Document detail panel showing Preview and Download actions
- Review the content in the preview pane.
Tip: PDFs and images usually preview inline. Some Office types show Open document instead. Use Download from the detail panel if you need a local copy.
Result: You see the file in the preview viewer (or an Open document link when inline preview is not supported).
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