The Preview Pane
When a case, a document or a contact is displayed on a list, you can quickly see part of the content and references in a preview panel. The preview panel contains different information depending on whether you open a case, a document or a contact.
The preview pane provides a preview of an item on a list. When you have selected, for example, a case in a list and clicked 
Preview , the case is displayed in the preview pane.
The following display options are available for the preview pane:
|
For Cases |
For Documents |
For Contacts |
|---|---|---|
|
Documents* |
View PDF version* |
Addresses* |
|
Parties* |
Parties* |
Contact references* |
|
Case text* |
Supplementary documents* |
Case references* |
|
Case references |
Information |
Documents* |
|
Dates |
Document references |
Dates |
|
Information |
Office Online |
Information |
|
Reminders |
Dates |
|
|
Case references |
* Default information.
You can customize the preview pane for the list item, adding and removing display options as well as changing the order they are displayed.
To customize the preview pane
- Open a list, for example My open cases.
- In the list area, select a case and click Preview on the ribbon to display the case in the preview pane.
- In the top right-hand corner of the preview pane, click
Configure preview to open a display of available and applied panes. Available panels are displayed on the left pane and applied panels are displayed on the right pane. - To add a new panel, select and drag and place the panel from the left pane to the right pane .
- To remove an applied panel, drag and place the panel from the right pane to the left pane.
- Click Apply to save your customized preview panel.
You can reset the preview pane, clearing all customizations and restoring the default preview pane. Only the active preview pane is reset, not all preview panes in your configuration.
To reset the preview pane
- Open a list, for example My open cases.
- In the list area, select a case and click Preview on the ribbon to display the case in the preview pane.
- In the top right-hand corner of the preview pane, click Configure preview to open a display of available and applied panes.
- In the Available panes area, click Reset to open the Confirm dialog.
- In the Confirm dialog, click Yes to restore the preview pane to the default, removing all customizations.
Tip: A red line above a detail tab indicates which object is currently displayed in the preview pane. The red indicator line only appears on the detail pages. It is not displayed on the Home tab.
If you need to preview another object, open the relevant detail tab, select the desired item, and click Preview.
