Breadcrumbs

Working with Documents

Working with Documents

Viewing a Document

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Click the Preview button in the Document pane to open any document and explore its content.

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The document viewer gives you:

  • A Navigator Bar to move between pages and zoom in and out

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  • A Translation Dropdown to switch between language versions of the document that have already been translated

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  • A Translate button to translate the document into a new language, or to refresh an existing translated version

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  • An Open button to jump to the document in its source system (Vault PromoMats, MedComms, or other)

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Selecting a Document

Clicking any document — from the references in a response, your Saved Documents list, or inside a Collection — opens the Document pane on the right side of the screen.

From here you can:

  1. Open the document in the full viewer

  2. Save or unsave it (toggle the heart icon)

  3. Add it to a Collection — see Adding and Removing Documents

  4. Translate it into a new language

  5. Open it directly in the source system (PromoMats, MedComms, or other)

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