Your CRM enables you to preview your PDF files and images right in your browser, without having to download the files and then open them in a different application.

The feature is available on most pages in the CRM that provide links to uploaded documents, as well as in the CRM chat windows.

To preview a file in your browser simply click on the document link as you normally would:

The document will now be shown in a preview window as shown in this image:

The action buttons on the top of the preview window allow you to jump to a specific page quickly, rotate the document view, download or print the document, and to view the PDF bookmarks (if available):

You’ll find the zoom controls in the lower right corner of the preview window:

In the lower-left corner, there is another file download link:

If you wish to download a document directly and without opening the preview window, you may still do so.

In Chrome, right-click on the document link, click "Save link as…", and select a folder on your disk where the file will be saved:

Other browsers do have a similar file-save option in their right-click context menu.