Previewing a file lets you see what the file will look when printed. From the preview screen, you can download a file, make it visible to your client, view file details, or print.
Select a Contact to view their contact profile. From there, you will be able to make files visible to clients by completing the following steps.
- Click Files in the contact profile.
- Double click on a specific file.
- If you need to use the search bar to find a specific file, refer to the Managing Client Files article.
- The file preview screen will open.
- Make Visible to Client
- View Details
- Open Preview in New Window