Loan documents open in a full viewer inside the platform. Reading past the first page no longer requires downloading the file, and the viewer is no longer confined to one screen.
Where it opens
- The preview modal on the loan Documents page, in Document Manager.
- In place on the Tasks screen — a document attached to a task opens where you are, without leaving the task.
- In the AI Assistant, in the cited-document window, so you can read the source behind an answer directly.
- In the mobile app, which has its own in-app viewer rather than handing the file to the phone.
The same viewer powers PDF previews in the BIG AI Knowledge Base, so both document libraries behave the same way.
What the viewer does
- Every page, scrollable, with page navigation and a counter that follows your scroll position.
- Zoom from 50% to 300% for fine print.
- Working internal links — a document's own table of contents jumps to the right page.
- Large files stay responsive — an 800-page file opens as quickly as a two-page one.
Controls in Document Manager
The Document Manager viewer adds rotate, drag to pan, fit to page and print. These are what you want for the phone photos borrowers often submit: straighten a paystub that came in sideways, fit a wide scan to the window, then magnify and move around it. The image stays centred as you rotate and zoom.
Who uploaded it
The creator's name appears on document cards and in the preview. Documents that arrived from the LOS show a neutral placeholder instead of a user name.
If a document will not preview
The document is shown without a preview rather than returning an error. If the file itself appears to be missing or wrong, contact support with the loan and the document name.