Navigate to the Documents Tab.

Verify you are under the Dropbox Section of the Documents Tab.

Find the document you wish to view in the list. Some file types must be downloaded in order to view such as .pdf and .png.

Select the dropdown arrow aligned with the document and select View.

If the document is .xlsx and you are logged in to the firm's Dropbox account, selecting Edit will allow you to view the document without downloading, but be cautious of making any unwanted edits.

A pop-up window with the document preview will appear.

To exit the pop-up window, click the X in the top right corner.