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Status Open for voting
Categories Documents
Created by Abbie Richards
Created on Mar 27, 2023

Ability to view documents in-software rather than downloading

It would be beneficial to process participants if they could view documents that have been uploaded to Process Manager within the software in a 'view-mode' (e.g. opening in a new tab or a pop-up window). If a document is hosted on Process Manager, it would make sense to be able to view it within the software too.

Users have reported they dislike having documents download every time they need to view them, and if they were to refer to a version of the document that has already downloaded, they would be viewing an offline version that may not be the most up-to-date, which is a major risk with documents auto-downloading.

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  • Catherine Chan
    Mar 29, 2023

    I agree with this idea 100%