How to view a document from any tab in a case file.
NOTE: If you haven’t already been given the Tab Access to the Document, see Create a Shortcut to View a Document on a Case Tab article.
Navigate to the tab you want to access the document from.
Click on the dark green Documents button.
Choose the desired file from the drop-down menu.
The document will appear in a pop-up window.
NOTE: Only PDF and Microsoft Word file types are viewable in the system.