You can now View files inside the Files section of your account without having to download them.


The View function – which you see when you right mouse click on a file name is only available for the following document types:


· Image files

· PDF documents

· HTML files


Please see below an example of a PDF file that can be Viewed by right clicking and then selecting the View option as shown below:



Your document can then be viewed inside the CRM system.


To view a Word document requires downloading the document in the browser as it is not possible to preview it via the View button.


You can save any Word documents as a PDF and it will enable you to view them inside the CRM system.