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Preview Smarter — Introducing Document Preview for Faster, Clearer Claims Workflows

Say goodbye to endless tab switching and buried attachments. With the new Document Preview experience, reviewing claim documents is faster, smoother, and fully integrated into your daily flow. Whether you're inspecting images or validating a scanned PDF, everything you need is right where you need it — no scrolling, no guessing.

What Is Document Preview?

Document Preview is a refactored view panel designed to simplify how users interact with files. The layout has been completely redesigned, bringing all document actions and previews to the top of the communication panel.

This means:

  • Less scrolling

  • Faster document validation

  • No need to switch tabs or open new windows to check files

Key design updates include:

  • Actions (download, share, delete) are now consolidated in a toolbar at the top

  • Attachments and previews are moved to the top area for better visibility

  • Follows a modern Outlook-style UI for a familiar, efficient feel


Preview by File Type

Image Files (JPEG, PNG)

  • Automatically appear as inline previews above the message text

  • Instantly visible at a glance

  • Ideal for damage photos, receipts, or scanned image documents

Other Files (PDF, DOCX, XLSX, etc.)

  • Displayed as clickable preview links at the top of the document section

  • Open in a pop-up preview window to maintain screen layout

Real Advantages

  • Faster decision-making with visual validation at a glance

  • Cleaner navigation and less cognitive load

  • Fewer mistakes due to accidental tab switching

  • Streamlined workflows across all claim types


Ready to Try It but not a Customer Yet?

Click here
if you want a live walkthrough or demo