---
title: "Viewing Documents"
slug: "viewing-documents"
description: "Preview, download, and search for documents attached to objects in Xyicon's Portfolios, Spaces, Catalogs, Xyicons, and Boundaries, including various file types."
updated: 2024-08-27T10:43:52Z
published: 2024-08-27T10:43:52Z
canonical: "support.xyicon.com/viewing-documents"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.xyicon.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Viewing Documents

Xyicon Users

Use this article to learn how to view the existing documents in **Portfolios, Spaces, Catalogs, Xyicons,** and **Boundaries**.

The attached documents are displayed as thumbnails or application icons within the documents section of the details tab for a selected object.

## Before you begin

- Ensure you have added at least one document to a **Portfolio, Space, Catalog, Xyicon,** or **Boundary** object**.**

---

## Steps

The **Documents** section appears under the **Details** **( <svg width="20" height="20" viewbox="0 0 22 22" fill="none" xmlns="http://www.w3.org/2000/svg">&nbsp; <path fill-rule="evenodd" clip-rule="evenodd" d="M0 11C0 17.0751 4.92487 22 11 22C17.0751 22 22 17.0751 22 11C22 4.92487 17.0751 0 11 0C4.92487 0 0 4.92487 0 11ZM20.5 11C20.5 16.2467 16.2467 20.5 11 20.5C5.75329 20.5 1.5 16.2467 1.5 11C1.5 5.75329 5.75329 1.5 11 1.5C16.2467 1.5 20.5 5.75329 20.5 11ZM11.75 8V17H10.25V8H11.75ZM12 6C12 6.55228 11.5523 7 11 7C10.4477 7 10 6.55228 10 6C10 5.44772 10.4477 5 11 5C11.5523 5 12 5.44772 12 6Z" fill="#37474F"></path>&nbsp;</svg> )** tab in the side panel for every module except the **Reports** module.

1. Go to the desired module from the module menu and click on an object from the list. This can be a portfolio, space, catalog, xyicon, or a boundary.
2. Scroll down to find the **Documents** section from the side panel **Details** **( <svg width="20" height="20" viewbox="0 0 22 22" fill="none" xmlns="http://www.w3.org/2000/svg">&nbsp; <path fill-rule="evenodd" clip-rule="evenodd" d="M0 11C0 17.0751 4.92487 22 11 22C17.0751 22 22 17.0751 22 11C22 4.92487 17.0751 0 11 0C4.92487 0 0 4.92487 0 11ZM20.5 11C20.5 16.2467 16.2467 20.5 11 20.5C5.75329 20.5 1.5 16.2467 1.5 11C1.5 5.75329 5.75329 1.5 11 1.5C16.2467 1.5 20.5 5.75329 20.5 11ZM11.75 8V17H10.25V8H11.75ZM12 6C12 6.55228 11.5523 7 11 7C10.4477 7 10 6.55228 10 6C10 5.44772 10.4477 5 11 5C11.5523 5 12 5.44772 12 6Z" fill="#37474F"></path>&nbsp;</svg> )** tab. Documents attached to the selected object are displayed under this section.
3. Use the grid view button **( <svg width="22" height="22" viewbox="0 0 22 22" fill="none" xmlns="http://www.w3.org/2000/svg">&nbsp; <path fill-rule="evenodd" clip-rule="evenodd" d="M1 21V16H6V21H1ZM8.5 21H13.5V16H8.5V21ZM8.5 13.5H13.5V8.5H8.5V13.5ZM8.5 6H13.5V1H8.5V6ZM6 1V6H1V1H6ZM6 8.5V13.5H1V8.5H6ZM16 21V16H21V21H16ZM16 8.5V13.5H21V8.5H16ZM21 6H16V1H21V6Z" stroke="#37474F"></path>&nbsp;</svg> )** or the table view button **( <svg width="20" height="20" viewbox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg">&nbsp; <path d="M13.7391 19.1304V17.087H19.1739V19.1304H13.7391ZM0.826087 17.087H6.26087V19.1304H0.826087V17.087ZM13.7391 7.47826V5.3913H19.1739V7.47826H13.7391ZM13.7391 10.3913V8.30435H19.1739V10.3913H13.7391ZM13.7391 13.3043V11.2174H19.1739V13.3043H13.7391ZM13.7391 14.1304H19.1739V16.2174H13.7391V14.1304ZM6.26087 14.1304V16.2174H0.826087V14.1304H6.26087ZM6.26087 11.2174V13.3043H0.826087V11.2174H6.26087ZM6.26087 8.30435V10.3913H0.826087V8.30435H6.26087ZM6.26087 7.47826H0.826087V5.3913H6.26087V7.47826ZM7.08696 7.47826V5.3913H12.913V7.47826H7.08696ZM12.913 11.2174V13.3043H7.08696V11.2174H12.913ZM7.08696 10.3913V8.30435H12.913V10.3913H7.08696ZM12.913 17.087V19.1304H7.08696V17.087H12.913ZM7.08696 16.2174V14.1304H12.913V16.2174H7.08696ZM19.1739 0.826087V4.56522H0.826087V0.826087H19.1739ZM20 0H0V20H20V0Z" fill="#37474F"></path>&nbsp;</svg> )**, to switch between the document view.![documents 1(1)](https://cdn.document360.io/d689d9b5-af1b-4ba8-a27d-d8cad72c9618/Images/Documentation/documents%201(1).png)
4. Clicking on an existing document from the details panel in any module should initiate the subsequent actions.

| **File Type** | **On click Action** |
| --- | --- |
| PNG | Preview |
| JPEG | Preview |
| TIFF | Preview |
| GIF | Preview |
| BMP | Preview |
| SVG | Preview |
| PDF | Open in a new tab |
| HTML | Open in a new tab |
| XLSX | Download |
| XLS | Download |
| CSV | Download |
| DOC | Download |
| DOCX | Download |
| TXT | Download |
| PPT | Download |
| PPTX | Download |
| TAR | Download |
| SH | Download |
| MOV | Download |
5. To preview the document, click the **More** icon **( <svg width="4" height="13" viewbox="0 0 4 13" fill="none" xmlns="http://www.w3.org/2000/svg">&nbsp; <path fill-rule="evenodd" clip-rule="evenodd" d="M0 1.5C0 2.32843 0.672412 3 1.50188 3C2.33134 3 3.00375 2.32843 3.00375 1.5C3.00375 0.671573 2.33134 0 1.50188 0C0.672412 0 0 0.671573 0 1.5ZM1.50188 8C0.672412 8 0 7.32843 0 6.5C0 5.67157 0.672412 5 1.50188 5C2.33134 5 3.00375 5.67157 3.00375 6.5C3.00375 7.32843 2.33134 8 1.50188 8ZM1.50188 13C0.672412 13 0 12.3284 0 11.5C0 10.6716 0.672412 10 1.50188 10C2.33134 10 3.00375 10.6716 3.00375 11.5C3.00375 12.3284 2.33134 13 1.50188 13Z" fill="#37474F"></path>&nbsp;</svg> )** next to the document name and select **Preview** from the dropdown list. Hovering over the document in grid view displays the **More** icon **( <svg width="4" height="13" viewbox="0 0 4 13" fill="none" xmlns="http://www.w3.org/2000/svg">&nbsp; <path fill-rule="evenodd" clip-rule="evenodd" d="M0 1.5C0 2.32843 0.672412 3 1.50188 3C2.33134 3 3.00375 2.32843 3.00375 1.5C3.00375 0.671573 2.33134 0 1.50188 0C0.672412 0 0 0.671573 0 1.5ZM1.50188 8C0.672412 8 0 7.32843 0 6.5C0 5.67157 0.672412 5 1.50188 5C2.33134 5 3.00375 5.67157 3.00375 6.5C3.00375 7.32843 2.33134 8 1.50188 8ZM1.50188 13C0.672412 13 0 12.3284 0 11.5C0 10.6716 0.672412 10 1.50188 10C2.33134 10 3.00375 10.6716 3.00375 11.5C3.00375 12.3284 2.33134 13 1.50188 13Z" fill="#37474F"></path>&nbsp;</svg> )**.  
The **Preview** feature is available only for file types with the on-click action set to **Preview** or **Open in a new tab**, as listed above. For file types not mentioned, such as MP4, WEBM, FLV, etc., the default action upon clicking is downloading the file.  
![documents 2(1)](https://cdn.document360.io/d689d9b5-af1b-4ba8-a27d-d8cad72c9618/Images/Documentation/documents%202(1).png)
6. You can use **Find** **( <svg width="17" height="18" viewbox="0 0 17 18" fill="none" xmlns="http://www.w3.org/2000/svg">&nbsp; <path fill-rule="evenodd" clip-rule="evenodd" d="M10.5 6C10.5 8.48528 8.48528 10.5 6 10.5C3.51472 10.5 1.5 8.48528 1.5 6C1.5 3.51472 3.51472 1.5 6 1.5C8.48528 1.5 10.5 3.51472 10.5 6ZM9.31068 11.0047C8.36179 11.6337 7.22368 12 6 12C2.68629 12 0 9.31371 0 6C0 2.68629 2.68629 0 6 0C9.31371 0 12 2.68629 12 6C12 7.66913 11.3184 9.17906 10.2184 10.2667C10.355 10.2959 10.4849 10.3636 10.591 10.4697L15.8943 15.773C16.1872 16.0659 16.1872 16.5407 15.8943 16.8336C15.6014 17.1265 15.1265 17.1265 14.8336 16.8336L9.53033 11.5303C9.38509 11.3851 9.31187 11.1951 9.31068 11.0047Z" fill="black"></path>&nbsp;</svg> )** to search for the documents.