Enterprise+, Proposal Pro, QPilot Essential
While working in the QorusDocs Add-ins and in Hub Central, you can preview and work with your OneDrive for Business, Microsoft Teams and SharePoint Online content, without having to first open or download any files.
You can preview files after browsing your connected content, asking a question with Ask, or searching by keyword with Find. You can also follow similar steps when working with files in your Pursuits.
In this article, you will learn how to:
- Open the Preview window
- Use Page preview
- Use Gallery preview
- Use Web preview
- View Document Properties
- View Insights
1. Open the Preview window
You can open the Preview window from List view or Tile view.
Below, we’ve illustrated an example of accessing the Preview from the Search.
Preview a file in List view
To preview a file when your view option is set to List view:
- Click on the file name.
- Click on 'Preview' or the thumbnail displayed:
Preview a file in Tile view
To preview a file when your view option is set to ‘Tile view’, click the thumbnail displayed for the file.
The Preview window opens, allowing you to toggle between the available preview modes. You can also continue working with the document and access additional controls depending on the preview mode and file type.
Clicking on the ’more’ button (the three dots) opens a drop-down menu where you can find more ways to work with the document you‘re previewing:
2. Page preview
Page preview is the default preview mode for most file types.
It gives you the most accurate representation of the file’s contents, including the layout and formatting.
Use Page preview when you want to:
- Review the file before opening or reusing it.
- Check the layout and formatting.
- Confirm that the file is the one you need.
3. Gallery preview
Gallery preview is similar to Page preview because it renders the look and feel of the file as accurately as possible.
The difference is that Gallery preview lets you see all pages, or slides, as thumbnails at once instead of viewing one page or slide at a time.
Use Gallery preview when you want to:
- Quickly scan all pages in a document.
- Select multiple pages from a document.
- Insert selected pages as images into the file you are working on.
- Select PowerPoint slides.
- Add PowerPoint slides to your cart and assemble a new presentation.
4. Web preview
Web preview converts the file into HTML format.
Unlike Page preview, Web preview may not always show the exact styling and formatting of the original file. However, it makes it easier to work with the content directly, because you can click, copy, and paste content much like you would on a web page.
Use Web preview when you want to:
- Select and reuse specific text from a document.
- Copy and paste content quickly.
- Search within a Word document preview.
- Insert selected content as rich text or plain text.
Search within a Word document preview
Additionally, for Word documents, you can search within the preview for specific terms within the document body. On the right-hand side, QorusDocs displays a list of search result snippets, which when clicked, will jump you straight to the right place in the doc.
The search term is also highlighted in the document body so you can quickly see where the term appears.
Use QPilot from Preview
If you have access to QPilot, you may see a Q icon on the right side of the Preview window.
Click the Q icon to use QPilot while working with the content you are previewing. To learn how to use QPilot, click here.
Once you've found what you need in the doc, then it's just a matter of selecting it, and then inserting your selection, either as a rich text or a plain text.
5. Document properties
From the Preview window, you can also access the document properties information, like where the file is stored and other metadata associated with the document you are previewing. Here you can select the copy icon and copy the properties associated with the document you are working with.
6.Insights
From the Preview window, you can also access Content Usage insights for the document you are previewing.
Insights help you understand how the content has been used. To learn more about Content Usage insights, click here.
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