Viewing Documents

Learn how to view and preview documents in Infera.

Document Preview

Click any document to open the preview panel:

• PDFs - View directly in the browser
• Images - View with zoom and pan controls
• Word/Excel - Preview rendered version
• Other files - Download to view locally

Full-Screen View

For a larger view:

1. Click a document to open preview
2. Click the Expand icon (or press F)
3. Press Esc to exit full-screen

Navigation

When viewing multi-page documents:

• Use arrow keys or scroll to navigate pages
• Click page thumbnails in the sidebar (if available)
• Use the page number input to jump to a specific page

Zoom Controls

• Zoom in: Click + or press =
• Zoom out: Click - or press -
• Fit to width: Click the width icon
• Fit to page: Click the page icon
• Reset zoom: Double-click the document

Downloading Documents

To download a document:

1. Open the document preview
2. Click the Download button
3. The file will download to your computer

Or right-click a document in the list and select Download.

Documents From a Combined Upload

If a file you upload actually contains several documents — for example, a single bank export covering six months of statements, or a scanned batch of paystubs — Infera automatically splits it into individual documents behind the scenes. A Split into N badge on the file's row shows how many documents Infera found inside. The documents list only shows the file you uploaded; the documents Infera found inside it live in that file's expanded view.

To see them:

1. Click the uploaded file to expand its row
2. Under Document Details, each type of extracted data (account statements, paystubs, W-2s, insurance policies, and so on) appears in its own table
3. On an account statement row, click the small file icon to open that statement's own PDF — not the original combined file
4. Anything Infera split out that doesn't fit one of those categories appears under Other Documents, where you can download it directly

Each split document is named automatically using your firm's naming template. When Infera renames a document, its original uploaded filename stays visible in muted text just beneath the new name, so nothing is lost. See Document Naming to customize the template.

Documents by Account

On a matter's Documents tab, switch the view from Files to By Account (the toggle above the list) to see every received document — across all parties — grouped by financial account instead of by upload. This is useful for confirming you have a complete set of statements for a given account. The account view respects any filters you've applied and includes documents Infera split out of combined uploads, each linking to its own file.

Duplicate Uploads

If you upload a file that is byte-for-byte identical to one already in the matter, Infera recognizes it as a duplicate. The file is kept — it stays visible in the list and you can still download it — but Infera doesn't process it a second time or pull its data into affidavits again.

A duplicate is marked with a Duplicate status badge, and a Duplicate of: [original filename] line appears under its name so you can see which upload it matches. Duplicates are caught no matter how the file arrived — a direct upload, a drag-and-drop, or a file inside an uploaded zip.

To review just the duplicates in a matter, open the documents filter panel and choose Duplicate under Document Status.

Document Information

View document details by clicking the Info icon:

• File name and type
• File size
• Upload date and time
• Uploaded by
• Last modified
• Share status

Keyboard Shortcuts

Shortcut	Action
↑ / ↓	Navigate between documents
Enter	Open selected document
Esc	Close preview
F	Toggle full-screen
D	Download document
+ / -	Zoom in/out

Unsupported File Types

Some file types can't be previewed in the browser. For these:

1. Click the document
2. Click Download to view locally
3. Open with the appropriate application on your computer