Document Preview

The document preview includes the identity card for a document.

To preview a document, use one of these methods:

  • In a list view:
    • Click the name or title of a document in the lists.
    • From the Actions menu for a document, select > Preview .
  • In a tile view:
    • Click Preview at the bottom of the tile for a document.
    • Select a tile and click Preview in the toolbar.

You can preview Microsoft Office single file documents and images.

This page discusses:

ID Card

The top of the page shows details about the selected document. The identity card is now displayed with the document title, revision, owner, and modification date. Show and hide options have been added to the identity card.

  • Document title
  • Revision
  • Owner
  • Modification date
  • Thumbnail image of the document
  • Owner of the document
  • Last-modified date
  • Document type
  • Maturity State: shows color-coded current state. You can click to change the maturity state.

    If no files are checked in, a default image for an empty document shows as the thumbnail.

    • Set to followed by a state name lets you promote the document to that state.
    • Set to followed by a state name lets you demote the document to that state.
    • Lifecycle Graph to open the Maturity dialog box. For more information, see Changing Maturity.
  • Revision: shows the current revision of the document
  • Description: for long descriptions, hover over the text to view the complete description
  • Actions: Download, Copy Link

Click to collapse the id card and show limited details.

Actions

The icon toolbar lets you perform these actions:

Action Description
Download Downloads the files to your computer. If the document contains multiple files, it downloads a zip of the files.
Information Opens the Properties and History of the document.
Copy Link Opens a dialog box with the web link (URL) to the document. Click Copy Link and you can paste the URL in an email or other text location. When someone clicks the URL, Document Management opens showing the preview for that document.
Relations Opens Relations that shows other objects related to the document.
Add or remove from Favorites Marks this document as a favorite, or removes the document from the list of favorites.
Collapse

or Expand

Collapse minimizes the identity card and Expand shows the full identity card again.
Close Closes the document details.