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Choose between viewing and downloading a document

Use the right action for reading a file or keeping a local copy.

Updated 2026-11-11

View opens the protected document in a new browser tab or window. Download requests a copy using the file’s recorded name. Your browser and the file type can influence how the result is presented.

Use View when you need to inspect the contents without deliberately saving another copy. Use Download when your authorized workflow requires a local file. Check the company and version first, especially for similarly named documents.

A downloaded copy has its own lifecycle on your device. Signing out of Institution or letting the protected link expire does not remove that copy. Store and share it according to your company’s requirements.

If clicking View appears to do nothing, check whether a new tab opened or the browser blocked the opening. If the application reports that it could not open the file, retry from the library to obtain a fresh protected link. Avoid using a shared device’s download folder for private records unless that environment is approved and you can manage the resulting copy.

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