How to open and view a file on Content Platform

Open and View an Uploaded File

To open and view a file:

1. Find the file in the Personal workspace.

2. Select the file name.

3. The file opens in the platform viewer or the appropriate content page.

Alternatively, select the three-dot menu (⋯) next to the file and choose Preview to open the file in the platform viewer.

View and Manage the File

Once the file is opened, its content is displayed in the platform viewer. The toolbar at the top provides options for viewing, reviewing, sharing, and managing the file.

The available options include:

• Discuss in Team Chat: start a discussion about the file in Team Chat

• Share: manage access to the file and share it with others

• Review and Approval: access available review, approval, and publishing actions

• Ask: ask questions about the file using AI

• File Info: view detailed information about the file

• Download: download the file to your device

• Copy link: copy a direct link to the file

• More options (⋯): access additional file management actions

Discuss in Team Chat

Select Discuss in Team Chat from the top toolbar to start a discussion about the file. Once a discussion is created, additional collaboration options become available:

• View discussion: opens the associated discussion in Team Chat

• Add people with access: add people to the discussion who already have individual access to the file. If no users are available, share the file with them first, then return to add them to the discussion.

Share

Select Share from the top toolbar to open the Invite to collaborate window.

From here, you can:

• Add people, workgroups, or collaborations to share the file with

• Set access permissions for the people you invite

• View who currently has access to the file

• View or manage the file’s Link Access

• Select Done when finished

Approve

Use the Approve dropdown at the top of the file preview to access the available review and publishing actions.

Available options include:

• Send for review: send the item for review before a decision is recorded

• Request changes: request changes to the item

• Send back to author: return the item to the author

• Publish: publish the item

• Reject: reject the item

Some options may be unavailable depending on the item's current status or workflow stage.

Ask AI

Select Ask from the top toolbar to open the Ask AI panel and ask questions about the current file.

You can:

• Select one of the suggested questions to quickly get information about the file

• Enter your own question in the Ask about this file field

• Ask AI to summarize the file, identify changes, or provide information about its content

File Info

Select the Info icon from the top toolbar to open the Info panel and view detailed information about the file.

The panel includes:

• Access: view the file’s visibility and manage access

• Processing status: check the progress of file processing

• File details: view information such as the owner, location, source, file type, extension, size, and upload or modified dates

• Review: view the file’s current review status and review activity

• Activity: view information about the file’s activity and latest updates

• Metadata: check the status of the file’s metadata and extracted content

• Versions: view information about the file’s current and latest revisions

Scroll down the Info panel to view additional details, including review information, activity, metadata, and version history.

History

Select the History icon from the top toolbar to open the Activity panel and view the file’s history.

You can:

• All: view all recorded activity for the file

• Status: view changes related to the file’s status

• Versions: view the file’s version history and revisions

The activity entries show information such as the action performed, user, date and time, and relevant version details.

Download a File

Select the Download icon from the top toolbar to download the current file to your device.

Copy File Link

Select the Copy link icon from the top toolbar to copy a direct link to the file.

More Options

Select the three-dot menu (⋯) from the top toolbar to access additional file actions.

Available options include:

• Share: share the file with others

• Rename: change the file name

• Copy link: copy a direct link to the file

• Download: download the file to your device

• Archive: move the file to the archive

• Delete: permanently remove the file
  

  

  
  
  

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