To view a document associated with a SharePortals record, first open the Record View.

Next, click on the Documents tab on the right-hand side of the overview. This will display the list of associated documents:

To view one of these documents, click its hyperlinked name at the top of its entry in the list (e.g. in the above screenshot, you would click on the Test Document.pdf hyperlink). This will open the document for viewing in a new tab. If a document is of a Microsoft Office document format the document will be opened in the Office Web Apps online editor.


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