Preview a Document or File

How do I preview a document or file?

Purpose:  To help you understand how to preview a document or file in BambooHR. This feature helps you determine if you are opening, sharing, or emailing the right document. 


Preview a document from the Documents tab

To preview a document, navigate an employee's Documents tab under their employee profile and click on a document name.

Preview the document

Charlotte Abbott - Employee Files

After clicking on a document, a preview window will appear. From the preview window, you can select an option from the provided links.


How do I preview a file?
Files

You can preview a file in the same way as previewing a document. However, you will need to navigate to the Files tab to locate a specific file.

What file formats can I preview in BambooHR?

The following document formats are visible within a preview:

PDF DOC DOCX
XLS XLSX CSV
JPG JPEG TIF
TIFF GIF PNG
BMP TXT RTF