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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]

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What renders inside

The modal picks the right viewer for the file: PDFs are the dominant case here — most firms upload medical records, demand letters, and court filings as PDFs, and reading them inline saves you bouncing in and out of a desktop PDF viewer.

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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.
Changes save immediately — there’s no separate “save” button. The tag list updates the document list behind the modal in real time, so when you close the modal you’ll see the new tags reflected in the folder.

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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.

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Keyboard shortcuts

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Closing the modal

Click outside the modal, hit Esc, or click the × in the top-right. Any tag changes are already saved.
Document tabs on a Journey: Case Management → Journey Tabs → Documents