Document Preview

Opening a Document

To explore a specific document further, simply click on the title or the highlighted text. Once opened, you can:

• View Full Text:
  Access the complete contents of the document.
• Go back to the DMS:
  Open the document in the DMS (Document Management System) using the button located at the top right.
• Contextual Navigation:
  ‍Navigate to the left-hand side menu to view additional context.

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The left-hand side menu provides the following options:

• Metadata:
  Access more detailed information about the document.
• Search In Document:
  ‍Search for keywords within the document.
• ‍File Location:
  Identify the folder where the document is stored.
• Use documents in Workflows:
  Send documents to workflows for further analysis and processing. Find more information on that in our Workflow Guide.‍
• Document Versions
  View and compare different versions of a document, helping you track changes over time. This feature is available through firm-specific setup for your DMS.