You don’t need to dig through attachments anymore. The new Document Preview Screen in the Communication Module brings clarity, speed, and structure to how you view and manage claim documents.
The right-side document panel has been completely redesigned to match the Outlook-style layout used across the module. Actions like Download, Share, Delete, and file previews are now placed at the top — making access easier and reducing scroll time.
Faster document validation
Less chance of losing context when switching tabs
Smoother, more intuitive claim workflows
Consistent UI with other split view components
Display inline, directly above the message content
Let users visually confirm content without clicking
Common examples:
Damage photos
Scanned receipts
Displayed as clickable file names at the top of the message
Open in a dedicated pop-up window for full-screen viewing
Optimized to preserve layout space and ensure performance
A new toolbar at the top of the preview panel gives you fast access to document actions:
Action | Description |
---|---|
⬇️ Download | Save a local copy of the file |
🔗 Share | Share the file (if enabled) |
🗑️ Delete | Permanently remove the file from the claimThese actions replace older buttons previously located at the bottom of the screen. |
Open a claim in the Communication Module
Select a message with one or more attachments
The preview panel opens automatically on the right
The image appears directly above the message text
Click to zoom or enlarge
Supported formats: JPEG, PNG
File name appears at the top of the document area
Click the name to open a pop-up preview
Review, then close to return
Hover over any file
Use the toolbar buttons for quick actions (⬇️, 🔗, 🗑️)
Feature | Description |
---|---|
🖼️ Inline Image Preview | Shows images (e.g. photos, scans) above messages |
📎 File Link Preview | Opens non-image files in a pop-up preview |
⬆️ Top-aligned Toolbar | Document actions now appear at the top |
🔄 Streamlined Layout | Optimized for visibility and consistency |
✅ Download / Share / Delete | All core actions consolidated in one place |
The updated preview panel works in both split view and classic (non-split) layouts.
No disruption to workflows — just better control and visibility.
Save time and reduce clicks with the new document preview.
Available now in the Communication Module.