Open the document without losing context
Preview or download a file and review its available versions from the same record.
Carpetas
What you'll learn
How open the document without losing context works inside Perfour.
What information you need and how it stays connected to Files.
How to preserve traceability and find the record later.
How to complete file preview
- 01
Understand the objective
Files organizes project documents in folders, previews supported formats and shares content with other jobs. This guide focuses on open the document without losing context.
- 02
Prepare file preview
Choose a project and folder, use identifiable names and upload one or several files. Review upload progress and preview before sharing.
- 03
Complete the workflow in Perfour
Create nested folders, upload documents, review versions and move them as the structure evolves. Share files or folders with projects that need them. Preview and versions stay beside the document.
- 04
Review relationships and traceability
Files can support RFIs, submittals, quality checks, tasks and conversations. Shared access preserves the source project's context. Use clear names, verify file versions and review permissions before sharing or deleting sensitive documents.
Frequently asked questions
What is file preview and what is it for?+
Files organizes project documents in folders, previews supported formats and shares content with other jobs.
What information do I need to open the document without losing context?+
Choose a project and folder, use identifiable names and upload one or several files. Review upload progress and preview before sharing.
How is this process completed in Perfour?+
Create nested folders, upload documents, review versions and move them as the structure evolves. Share files or folders with projects that need them. Preview and versions stay beside the document.
Which other modules does it connect with?+
Files can support RFIs, submittals, quality checks, tasks and conversations. Shared access preserves the source project's context.
What should I check before considering it complete?+
Use clear names, verify file versions and review permissions before sharing or deleting sensitive documents.