Document Access & Preview

The Document Access & Preview section provides end users with fast, secure mechanisms to inspect document records, trace comprehensive historical approval timelines, and preview files directly within the web browser without downloading.

Functional Scope

Module Area

Functional Scope & Core Tasks

View Document Details

Accessing detailed document metadata, viewing attached resources, and examining the complete sequential approval history.

Document In-Browser Preview

High-fidelity PDF and image preview workspace, panel navigation, and workspace-to-tag synchronization rules.