Home → Client Onboarding → Management/Operations → Viewing a Document
If a file is a document, you can access the final, completed document in the Document Viewer using the view button.
Note: You can also right-click the document, and select view from the menu that appears. The selected document's name appears at the top of the right-click menu.
Important: If this button is not available from the toolbar, you may not have permission to access the document.
The final version of the document is loaded in the Document Viewer.Tip: If you notice that the document information needs to be edited, you can quickly edit it using the edit button as described in Editing a Document.