Preview documents from the Recent Documents widget on the client profile
Amanda Aparicio
Right now, clicking a file in the Recent Documents widget on the client profile only downloads it. It would be helpful if clicking a file opened the document previewer instead, the same one used in the Documents section. That way staff can quickly check a file without downloading it and digging through their downloads folder. The download option should still be available from the previewer.
Log In
Amanda Aparicio
Merged in a post:
Preview Documents in Client Dashboard
J
Jason Comin
Can the client Dashboard's Recent Documents section be modified to show previews by default, rather than defaulting to downloading the files? Users are currently downloading, opening, and editing files, only to question why others can't see their edits. Updating this feature to prioritize previews, similar to the one in the Files tab, would be a welcome improvement.