Preview PDF opens the saved document artifact for inspection, while Download PDF saves a copy through the permitted document workflow. The panel states that each download checks current access and the verified file for the document revision.
Open the issued invoice and confirm the revision shown in Document PDF. Preview it before delivery to check the issuer, customer, dates and amounts. Close the preview when finished, then download if the company's process requires a local copy.
If the file cannot be loaded, use Refresh PDF or the retry control before assuming the artifact is absent. A failed access or verification request is different from an invoice with no prepared PDF. Do not substitute an old downloaded file without checking its revision.
Keep downloaded copies in the company's approved storage and share only with intended recipients. The private supporting attachment and the invoice PDF have different roles. Email invoice uses the saved customer artifact for the reviewed revision; it does not automatically attach every source document used during preparation.
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