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Viewing a Document Record

Navigation: Records > Person > Documents

  1. From the bottom navigation bar, click Records
  2. Click Person. The Person Manager will display.
  3. In the Search field, enter the name of the person record with a document you want to view or scroll through the list of people records on the page
  4. Click the name of the person. The Person Record page will display.



  5. Click the Documents tab. The document fields will display. 
  6. In the Search field, enter the name of the document you want to view or scroll through the list of documents on the page
  7. Click the name of the document you want to view



  8. Under File, you can view the document by either:
  • Clicking View to display the document in your browser
  • Clicking Download to download the document