HomeClient OnboardingManagement/OperationsViewing an Individual, Completed Document

2.45. Viewing an Individual, Completed Document

You can access a preview of your PDF-based documents using the View option. You can also use this option to access a completed document that needs to be signed.

  1. Access your app's documents using the All Documents option, and tap the document you want to view.
    The document's options appear.
  2. Tap the View option.

    A preview of the document appears.
  3. Perform any of the following actions, as desired:
    • Close the document preview and return to your list of documents.
    • Synchronize the document and close the document preview at the same time using the Sync and Close option. The synced document will no longer appear in your list of documents.
    • If the document is not already signed, you can sign the document using the corresponding button.

      The signature is immediately applied to the preview of the file.
    • View any files that were attached to the document using the "paperclip" icon.

      When this icon is clicked, a list of upload fields, as defined in the document, appears. You can tap any listed field to view the corresponding, attached file. In the following example, two upload fields are present in the document, with the second field currently selected.
    • Distribute the document via email using the "email" icon.

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