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[New] How to Preview Contracts on the List View

Updated over a week ago

This article explains how to preview contracts directly from the list view.


Requirements

  • Module: Contract Management

  • Eligible users: All users within a contracted tenant

  • Access rights:

    • Administrator

    • Editor

    • Contributor

    • Viewer


Preview a Contract from the List View

1. Open [Vault].

2. Click the [Preview] icon on the right.

The preview appears on the right side of the screen.

πŸ’‘ Info:

  • Click the file name at the top of the preview to open the contract details page.

  • To resize the preview:

    • Hover over the [ | ] divider next to the [Preview] icon.

    • Drag the divider to adjust the size.

    • Double-click the divider to reset it.

Close the Preview

Click [βœ•] in the top-right corner of the preview to close it.

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