Viewing Documents

Learn how to open or download the document.

To open a document:

  1. Switch to the desired record and scroll to the Documents area.


  2. If the icon is displayed next to a document's name, click on it to download the document from the database.
  3. Click on the document field to open the document.

Sending Documents by E-Mail

You can send documents that you have downloaded to your device by e-mail.

To send a document:

  1. Switch to the desired record and slide to the Documents area.
  2. Long tap on the document until the context menu is displayed.
  3. Select Send document to start your e-mail client.