How do I use the preview page?
Throughout 2021, we will be updating the functionality on the new Request Show Page. This page will provide a primer on how to access the Preview, and keep track of the added functionality to the Preview Page.
Accessing the Preview:
First you must be logged in to access the preview at this time. Then, from the legacy page, click the toggle icon in the upper right corner to access the preview:
This choice will persist, even after you leave the page. If you want to return to the legacy page, simply click the toggle again.
Preview Functionality:
| Feature | Legacy Page | Preview Page |
|---|---|---|
| View all info | Yes |
Yes |
| Draft & send messages | Yes |
Yes |
| Draft & send notes | Yes |
Yes |
| Upload Documents | Yes |
Yes |
| Close Request | Yes |
Yes |
| Reopen Request | Yes |
Yes |
| View Documents | Yes |
Yes |
| Filter Documents | No |
Yes |
| Download Single Document | Yes |
Yes |
| Bulk Download Documents | No |
Yes |
| Delete Documents | Yes |
Yes |
| Change Visibility of Documents | Yes |
Yes |
| Create & Edit Folders | Yes |
Yes |
| Assign Tasks | Yes |
Yes |
| Mark Tasks As Complete | Yes |
Yes |
| Mark Tasks As Incomplete | Yes |
Yes |
| Edit Request Info | Yes |
Yes |
| Edit Department | Yes |
Yes |
| Edit Staff | Yes |
Yes |
| Edit Point of Contact | Yes |
No |
| Change Request Visibility | Yes |
Yes |
| View Timeline | Yes |
Yes |