To access a file's preview page navigate to the 'Files' section of the relevant workspace and click on its title, in the list of files. The preview page allows you to quickly review the content without having to download it and also includes a number of other important details and features.
There are several powerful document management features on this page. The main options are to 'Share' or 'Edit' the file.
Other file management features can be accessed by clicking the 'Options' button, these include:
Downloading the file.
Uploading a new version of the file.
Docusign request - Signature request using DocuSign integration. You will be prompted to login to your DocuSign account. (The integration must first be enabled by your Administrator via the Account Settings > Advanced options).
Delete the file. The file will be moved to the trash bin. To restore a file, select 'View Trash', which is located to the right of the files section of the workspace. Only administrators and workspace owners can permanently delete files or folders.
The file 'Info' tab
Specific information that relates to the file can be found by clicking the 'Info' tab.
The 'Info' tab includes:
The location path of the file.
The version and revision of the file, which can added by clicking the 'not set' link.
Approvals opens the file approval request window.
File versions lists all previous versions of a file and gives users the ability to view and download them.
A complete audit trail of the file's activity.
Any related files (this will only appear if the file shares a label with other files).
the file's share history.
The status of a signature request and link to view the signature in Docusign.
The file 'Comments' tab
This section give users the ability to follow the file, add comments and @mention other users to collaborate around the file’s content.