Viewing a document assigned to a visit

  1. On the Documents tab, click the row of the document that you want to view.
  2. Select one of the following options:
    • To view the document in the Content area on the bottom of the tab, click View Document.
    • To view the document in a new free-floating window, click Popup View.

    The document that you select appears in this area if it is in one of the following formats:

    • PDF, TXT, or XML.

    • Image file whose viewer is supported by the browser.

    If the document is another type of file, such as a DOC or XLS file, a File Download dialog box opens. When you click Open, the file opens in an external window in its native format. Image files whose viewer is not supported by the browser open in whichever graphics application format you have on your system, such as Paint Shop Pro or Paint. Depending on how the application settings for opening in a browser are set, the DOC, PPT, or XLS file may open in the Content area.