Approver UI - PDF Viewer and Attachments

The Approver UI provides you with a powerful and user-friendly PDF viewer that lets you view, manage, and interact with invoice documents and their related attachments—all in one place. This helps streamline your approval workflow by minimizing the need to navigate away from the interface.

Invoice PDF Viewer

When an invoice is opened from the Invoice Carousel, the invoice PDF opens automatically in the central pane of the screen. The PDF viewer allows you to perform a variety of actions:

See Also: PDF Viewer

Toolbar Overview

Icon	Tool	Description
	Search	Search for text across all pages in the document.
	Zoom In / Zoom Out	Adjust document magnification.
	Fit to Width	Automatically zoom the document to the full width of the viewer.
	Print	Print the current view of the document from the browser.
	Hand Tool	Scroll, drag, or click thumbnails to move between pages.
	Text Selection	Highlight and copy selectable text from the document.
	Rotate	Rotate the document clockwise/anti-clockwise for easier reading.
	Pop-out	Open the PDF in a new browser window for a larger view.

Attachments Section

The Attachments area in the top bar allows you to access and manage all supporting documents related to the invoice. Attachments are shown below the invoice PDF for quick access.

What You Can Do:

Icons	Tool	Description
	View Attachments	All attached files are listed individually. Click an attachment to open and view it.
	Download Attachments	Click the download icon next to an attachment to save a copy to your device.
	Minimize Option:	Use the dropdown arrow to expand or collapse the invoice preview section.
	Add New Attachments	Click + Add attachment to upload additional supporting documents from your device.
	View Attachment Count	The total number of attachments is displayed next to Invoice pages at the top, helping you keep track of all linked files.