Find and preview a document

Locate a file in Documents and open an on-screen preview. You need staff access to Documents.

Open Documents.
Optionally choose a building in the building filter.
In the left rail, pick a view such as All documents, Starred, Recent, Shared with residents, or Trash.
Type in Search… to find by name (search runs after a short pause).

Tip: Use Audience: to narrow by All residents, Owners, Tenants, Board, or Staff only.
Open folders from the Folders tree or the main list until you see the file.
Click the file to open its detail panel.
Click Preview.Document detail with Preview button — Document detail panel showing Preview and Download actions
Review the content in the preview pane.

Tip: PDFs and images usually preview inline. Some Office types show Open document instead. Use Download from the detail panel if you need a local copy.

Result: You see the file in the preview viewer (or an Open document link when inline preview is not supported).

Upload a document — Add files to Documents for your building. You need staff access to Documents and a building selected before upload.
Share a document by role — Control who can see a file or folder using Sharing / Share with options. You need staff access to Documents and permission to edit the item.

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