Viewing a Document Assigned to a Visit
- On the Documents tab, click the row of the Document in the list that you wish to view to select it.
-
Click View Document to view the Document in the Content Area on the bottom of the tab.
Or
Click Popup View to view the Document in a new free-floating window.
The document you've selected to view displays in the Content or Popup View area if it is a PDF, TXT, XML file, or 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 appears asking "Do you want to open or save this file?" When you click Open, the file appears in an external window in its native format. Image files whose viewer is not supported by the browser—TIF files, for example—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 or Popup View area.)