Selecting a document or email's title opens it in Preview, where you can review the full content without downloading the file or opening it in a separate application. You can also select several documents and emails at once and preview them together.
Open Preview
In a workspace or folder, find the document or email you want to review. The list displays a type indicator, such as DOCX, PDF, or MSG, for each item.
Select the item's title to open it in Preview. To preview multiple items at once, select their check boxes first, then open Preview.
NOTE: Preview only opens if your Title click setting is set to Preview. If it's set to another action, such as Open or Edit (Co-author), selecting the title performs that action instead.
Preview displays the item's metadata above the content — version, workspace, date modified, and author — along with its title and file type.
Preview an email
When you preview an email, Preview renders the message as a formatted document, showing the From, Subject, and To fields followed by the message body. If the message spans multiple pages, page controls let you move between them.
From an email preview, you can:
Select Reply to respond to the email directly.
Select the link icon to copy a link to the email.
Select More options (...) for additional actions.
View multiple items in a split layout
When you select several documents and emails and open Preview, you can arrange them in a split layout to view them side by side, instead of stepping through them one at a time with Next Document. Use the layout icons at the top of the Preview window to switch between different layout options for arranging the selected items — for example, in equal side-by-side columns, as shown when three items are open together.
Each item in a split layout keeps its own:
Header, showing its file type badge, title, a link icon, and a close (X) control to remove just that item from the split view
Metadata line: version, workspace, date modified, and author
Navigation toolbar — page controls, zoom, rotation, and search — independent of the other panes
The right-hand toolbar (Properties, Security, Versions, Ask, Playbooks, Compare, Cart) stays available across the whole Preview window.
Navigate and view content
Preview includes viewer controls for moving around and adjusting the content:
Use the page controls (for example, 1/3) to move between pages, for longer documents or emails.
Use the rotate controls to rotate the document view.
Use Search to find text within the item.
Use the zoom controls, or the zoom percentage drop-down, to resize the content.
Select Next Document to step through selected items one at a time, or use a split layout to view several at once, in the same preview panel.