Detaching of the Document Viewer

Document Preview Detachment Feature in Approval

Important

This functionality applies only to documents that include a Document Preview. It does not apply to Timesheet document types sent from Visma net.

This feature allows users to detach the Document Preview module into a separate window, making it easier to manage document attachments independently from the main interface.

How to Use It

The “Detach document preview” icon is located on the right-hand side of the screen, outside the Document Preview module. It has a tooltip labeled “Detach document preview” to guide users.

Auto-Hide on Detach

Once the icon is clicked, the Document Preview is detached, and it automatically hides from the main interface. The icon changes to a crossed-eye symbol, indicating that the preview is hidden, and the document will now open in a new window.

Reattaching the Document Preview

A “Reattach document” button is available in the detached window, allowing users to bring the Document Preview back to the main interface. Alternatively, users can reattach the document using the reattach icon (downward arrow) in the sidebar.

Document Preview Behavior Across Tasks

When switching between tasks, the detached Document Preview will automatically update to display the document relevant to the selected task. If no task is selected, the detached window will show the message “Waiting for document…”. The detached window stays open while navigating between tasks, but it will close if all Approval browser tabs are closed or refreshed. When accessing a task that does not have a Document Preview, the detached window will display a message indicating that no preview is available. If the detached window is closed and you return to that task, the detach icon will be disabled.