Skip to main content

How to Download/View a Document

Learn how to download or view a document that has been uploaded in the Veratrak platform.

M
Written by Matt Williams
Updated over 3 years ago

A record of all documents uploaded to a workspace is kept within the Workspace, and relevant Workflow, Latest Activities. These documents can be downloaded and viewed.


Download

The most recent document uploaded can be downloaded from the Workflow steps panel, using the 'Download Latest' button

All documents uploaded to a workflow can be downloaded from the Workflow Latest Activity:

Documents cannot be downloaded via the Workspace Latest Activity

All file download activity is logged in the Workflow and Workspace Latest Activity


View

The most recent document uploaded can be viewed from the Workflow steps panel, using the 'Viewed Latest' button

Documents uploaded to a workflow can be viewed from the Workflow Latest Activity:

Note: While all files can be downloaded, only PDF documents can be viewed. If the uploaded document is not a PDF, the 'View Latest' button and 'View file' icon will be disabled and will display a hover message


View Only File Access

Specific workflow collaborators can be flagged as 'View Only', meaning they will not be able to download any documents from that workflow. These flagged workflow collaborators will be able to view the uploaded document (provided they are PDFs).

To learn more about how to enable 'View Only' file access for specific workflow collaborators click here.

Did this answer your question?