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View a Document Attached to a Task

Modified: 6 Jun 2026 Viewpoint Field View Help

You can view or save a document that has been attached to a task.

  1. Select the menu icon in the upper left corner, then choose Tasks.
  2. Select the Documents button in the row for the task with the document you want to view.
    Note: If there are no documents attached to the task, the Documents button appears lighter in color. If there are documents attached to the task, the Documents button appears darker in color.
    The Task Details window appears.
  3. Select the name of the document you want to view.
  4. Use the internet browser options to open or save the file.
  5. Select the Close button in the upper right corner to close the Task Details window.
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