Click any document in a journey’s Documents tab and a preview modal opens. The modal is the single place you do per-document work: read the file inline, manage tags, download, send, or delete. [Screenshot: Preview modal open over a journey, showing a PDF in the main panel and tag chips at the top]Documentation Index
Fetch the complete documentation index at: https://docs.holace.io/llms.txt
Use this file to discover all available pages before exploring further.
What renders inside
The modal picks the right viewer for the file:| File type | Viewer |
|---|---|
| Inline PDF iframe — paginated, scrollable, zoom controls | |
Image (.jpg, .png, .heic, .webp) | Inline image viewer with pan + zoom |
| Word doc, spreadsheet, email export, anything else | ”Download to view” fallback with a single download button |
Tag chips at the top
The top section of the modal shows the document’s tags as removable chips. You can:- Add a tag — click into the input, autocomplete suggests existing tags from this journey.
- Remove a tag — click the × on any chip.
Actions
The modal footer has a small set of primary actions:- Download — get the original file to your machine.
- Send — open the Send Document Modal to email this file (with optional cover note) to a contact on the journey.
- Delete — remove the document from the journey. Soft-deleted; recoverable from Admin → Trash for 30 days.
Keyboard shortcuts
| Key | Action |
|---|---|
Esc | Close the modal |
← / → | Previous / next document in the same folder |
D | Download |
T | Focus the tag input |
Closing the modal
Click outside the modal, hitEsc, or click the × in the top-right. Any tag changes are already saved.
Document tabs on a Journey: Case Management → Journey Tabs → Documents