Quick Tip: Document Preview

May 2025    Tags: , , ,

You can now preview files in document management records from the List tab of Document Management or the Record List in Matter Manager.

To toggle the preview, press Ctrl+F1 or right-click in the List tab, select the SnapShot submenu, and then select Show Document Preview. When enabled, a preview of the file replaces the SnapShot pane when a document management record is selected, allowing you to view the associated file. When disabled, or a non-document management record is selected, the standard SnapShot pane is shown.

PracticeMaster’s document preview displays a read-only version of the document, and supports most standard file types provided the required application is installed. This feature is similar to the Preview option in Windows Explorer.

This feature is available in Version 2025 and later.

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