Viewing Documents

View documents to review additional information about your activity.

To view a document:

  1. Select an activity.
  2. In the activity pane, select Documents (Ctrl+Alt+O).
  3. In the Documents dialog box, select the Documents (Ctrl+Alt+P) or Work Product Documents (Ctrl+Alt+W) tab.
    • On the Documents tab, select the document name.
    • On the Work Product Documents tab, select the file location for the document, copy the location, and paste the location in a browser.

      Note: If the tabs do not display, either select the document name or copy the document location and paste the location in a browser, depending on the options presented in the dialog box.

Tips

The Documents link is only visible when documents are available for your activity.

Learn more about...

Documents

Working with Documents



Last Published Thursday, May 2, 2024