Ability to preview a file (ex PDF)
complete
Caroline Lukins
updated the status to
complete
Introducing seamless file previews! Now you can instantly preview files by clicking on the file name, navigate through your file list using left/right arrows. Plus, you can download any file directly from the preview. Please note, some formats (like .xls) aren't previewable and passwords are still required to preview password-protected files. We'd love to hear your feedback!
Photo Viewer
View photos in a modal
Lauren LaVan
updated the status to
in progress
Dwight Clancy
Merged in a post:
Ability for Advisors to preview documents in the portal
Tariq Soliman
Will advisors be able to preview a document directly in the portal without having to download it? An example would be adding a preview as an option when clicking on the three dots to the right of a document
Dwight Clancy
updated the status to
planned
Dwight Clancy
updated the status to
in progress
Dwight Clancy
updated the status to
under review
Dwight Clancy
Merged in a post:
View PDF in Portal
Neil Johnson
I don't like the additional step of downloading client documents from the portal to view. I would rather be able to click on a document to view within the portal.