> 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/files/preview-a-file.md).

# Preview a File

**Audience:** Super Admin, Admin, Supervisor, Clinician, Basic\
**Page type:** Task guide\
**Owner:** Product / Training / Support\
**Status:** Draft\
**Last verified:** 2026-04-03

## Before you start

* You must be on the **Files** page.
* The item must be a file type that Compassly can preview in the app.

## Steps

1. On the **Files** page, find the file you want to open.
2. Select the file name in the **File name** column.
3. Review the file in the preview modal.
4. Use the preview controls if you need to zoom or move through the file.
5. Select the download button if you want to save a copy to your device.
6. Close the preview modal when you are finished.

## What to expect

* Supported files open in the preview modal.
* Link-type items open in a new browser tab instead of the in-app file preview.
* Some file types may not support in-app preview.

## Role differences

* **Super Admin / Admin / Supervisor / Clinician / Basic:** Can open and preview supported file types.

## What happens next

After you close the preview, you return to the **Files** page. You can continue reviewing the list or open another file.

## Related guides

* [View the Files Repository](/compassly-docs/core-modules/files/view-files-repository.md)
* [Delete a File](/compassly-docs/core-modules/files/delete-a-file.md)


---

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