Hi there,
Following on from our recent secure document upload feature, I am pleased to tell you that we have now introduced a new document preview.
The new preview option will both save you time and help keep your customers' data secure as you no longer need to download a document to view it.
Next to the document name on a lead, you will now see both a download button and a view button. Simply click the
view
button to open a preview of your document.
At this point only some document types can be previewed, including PDFs, images and audio files. For any document which cannot be previewed, the
view
button will not be available and you can use the download
button to download and view the document.Please let us know what you think by either adding a new post on our feedback board or getting in contact with our team.
Thanks for reading.