> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/core-modules/clients/files/preview-file.md).

# Preview File

**Audience:** Super Admin, Admin, Supervisor, Clinician, Basic\
**Page type:** Task guide\
**Status:** Draft\
**Owner:** Compassly Documentation Team\
**Last verified:** 2026-04-03

## Purpose

Use this action to preview a supported file without leaving the client page.

## Before you start

* Open the client’s **Files** page.
* Find the file you want to open.

## Steps

1. Click the file title.
2. Review the preview modal if the file type supports preview.
3. Use the preview controls to inspect the file.
4. Download the file from the preview when needed.
5. Close the preview modal to return to the file list.

## What happens next

* Return to the file list after closing the preview.
* Use **Unassign File** if the file should no longer be attached to the client.

## Related guides

* [View Client Files](/compassly-docs/core-modules/clients/files/view-client-files.md)
* [Unassign File](/compassly-docs/core-modules/clients/files/unassign-file.md)


---

# Agent Instructions
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## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://compassly.gitbook.io/compassly-docs/core-modules/clients/files/preview-file.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.