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View project documents in the in‑app document viewer

Use the in‑app document viewer to open, read and navigate multi‑page project documents in a secure, read‑only PDF view.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the document viewer

From your project documents list, select the document you want to review; it opens in a modal viewer with the document title shown in the header.

Open the document viewer

Step 2: Wait for the document to load

The viewer shows a loading indicator while it securely fetches and prepares a read‑only PDF snapshot of the original file.

Wait for the document to load

Step 3: Navigate between pages

Use the left and right arrow controls in the viewer toolbar to move to the previous or next page, and check the page counter to see where you are in the document.

Navigate between pages

Step 4: Adjust the zoom level

Click the zoom in and zoom out buttons to increase or decrease the page size, keeping the document readable at different screen sizes.

Adjust the zoom level

Step 5: View source format information

When the document is a non‑PDF file, refer to the format chip in the header to confirm that you are viewing a PDF snapshot of the original source document.

View source format information

Step 6: Download the document

If permitted, use the download button in the toolbar to save a copy of the document PDF to your device for offline reference.

Download the document

Step 7: Close the document viewer

When you have finished reviewing the document, select the close icon in the top‑right corner or press Escape to return to the main application.

Close the document viewer


Last updated: 2026-06-27