• Home
• Submit a Request
• Check on a Request

• Knowledge Books
• Client Onboarding
• Employee Onboarding

Home → Client Onboarding → Sales Rep → Viewing a Document

1.24. Viewing a Document

If a file is a document, you can access the final, completed document in the Document Viewer using the view button.

1. Select the correct document as described in Selecting a File, Folder, or Subfolder.
2. Click the view button.
   

   Note: You can also right-click the document, and select view from the menu that appears. The selected document's name appears at the top of the right-click menu.

   Important: If this button is not available from the toolbar, you may not have permission to access the document.

   The final version of the document is loaded in the Document Viewer.
   

   Tip: If you notice that the document information needs to be edited, you can quickly edit it using the edit button as described in Editing a Document.