Viewing (Preview/Download) a Document

There may be certain situations where you may need to view (preview/download) a Document. For example, the Document needs to be printed for a meeting or a Document needs to be read/reviewed before being updated.

Below are the options that can be carried out in order to view (preview on the Safefood 360° system or download to the Users device) a Document. Expand each option below for further explanation.

Viewing the Document via the Download Options

Option 1: Download Icon on the Main Documents Module Page

To Download the Document from the Main Documents Module Page, click the 'Download' Icon. This prompts your browser to download the file to your device, which you can then locate in your 'Downloads' folder.

Image: 'Download' Icon on Main Document Module Page

Image: Word Document Downloaded

Option 2: 'Actions>Download' Button or File Name on the Individual Document Overview Page

To Download the Document from the Individual Document Overview Page, you can either click the 'Actions>Download' buttons, or click on the 'File Name'. Both options prompt your browser to download the file to your device, which you can then locate in your 'Downloads' folder.

Image: Download Options on the Individual Document Overview Page

Image: Word Document Downloaded

View the Document via the Preview (Microsoft Office) Options

Option 1: Magnifying Glass Icon on the Main Documents Module Page

To Preview the Document from the Main Documents Module Page, click the 'Preview' Magnifying Glass Icon. This prompts Safefood 360° to open the 'Document Preview' screen.

Image: 'Preview' Magnifying Glass Icon on Main Document Module Page

Image: Document Preview Screen on Main Document Master Data Page

Option 2: 'Actions>Preview' Button or Magnifying Glass Icon on the Individual Document Overview Page

To Preview the Document from the Individual Document Overview Page, you can either click the 'Actions>Preview' buttons, or click on the 'Preview' Magnifying Glass Icon. Clicking the 'Action>Preview' buttons prompts Safefood 360° to move over to a 'Document Preview' screen, while clicking the 'Preview' Magnifying Glass Icon prompts Safefood 360° to open the 'Document Preview' screen on the Individual Documents Overview Page.

Image: Preview Options on the Individual Document Overview Page

Image: Preview from 'Action>Preview' Buttons

Image: Preview from 'Preview' Magnifying Glass Icon

Note: For Microsoft Office Documents you will find a 'Preview' options via the 'Action>Preview' buttons or the 'Preview' Magnifying Glass Icon. The Document will not be editable. To 'Preview' a Document, you do not require Microsoft Office to be installed.

The built-in viewer can open:

- Word-Files
- Excel-Files
- PowerPoint-Presentations
- Pure Text Files
- PDFs