Casefriend makes it easy to quickly preview or download documents from anywhere in your workflow, whether you're in the Doc Browser, reviewing mail in My New Documents, or working from the Hopper. This guide walks you through how to view documents without leaving your case and how to open them in their native format.
Document Preview
🧭 Where You Can Preview Documents
You can preview documents from:
📁 The Doc Browser
📬 The My New Documents panel
🧭 The Hopper
📝 Previewing a Document
- Click the Preview icon
next to the document name
- A generative preview will appear directly in Casefriend
⚠️ Note: Not all file types are supported for preview (e.g., some proprietary formats)
💡 Tip: Use preview to quickly scan mail, subpoenas, or attachments without downloading.
📥 Opening a Document in Its Native Application
- Click the document name to open it in its original format (e.g., PDF, Word, Excel)
- Your browser may prompt you to open or save the file depending on your settings
Best Practices
✅ Use preview for time-saving review
✅ Download only when you need to edit or forward the document
✅ Mark documents as viewed in My New Documents to keep your workflow clean
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