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.

Tip:

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

Learn more about...

Documents

Working with Documents



Last Published Tuesday, April 1, 2025