Document Preview

InnoQualis EQMS provides in-browser document preview, allowing you to view document content without downloading files. The Document Preview Panel includes tabs for document details, versions, approvals, training, and audit information.

Supported file formats

Format	Preview Type	Features
PDF (.pdf)	Embedded PDF viewer	Zoom in/out (25% to 300%), open in new tab
Plain Text (.txt)	Pre-formatted text display	Copy to clipboard, word-wrap
CSV (.csv)	Rendered HTML table	Sticky header row, auto-detected delimiter (comma or semicolon), expandable rows
DOCX (.docx)	Rendered HTML (via docx-preview)	Full document formatting preserved
Other formats	Download prompt	Download button with file information

Preview a PDF

1. On the left sidebar, select Documents.
2. Select a document that contains a PDF file.
3. The PDF renders automatically in the embedded viewer.
4. In the viewer toolbar, use the - and + buttons to adjust zoom level (25% to 300%, in 10% increments).
5. Select Open to view the PDF in a new browser tab.

Preview a CSV file

1. On the left sidebar, select Documents.
2. Select a document that contains a CSV file.
3. The CSV is parsed and rendered as an HTML table. The first row is treated as column headers.
4. By default, the first 100 rows are shown.
5. If the file contains more than 100 rows, select Show more to display all rows. Select Show less to return to the truncated view.

Note

The CSV parser automatically detects whether the file uses commas or semicolons as delimiters. It supports quoted fields and escaped quotes following RFC 4180 conventions.

Preview a DOCX file

1. On the left sidebar, select Documents.
2. Select a document that contains a DOCX (Word) file.
3. The system converts the DOCX to HTML and displays the formatted content.
4. If conversion fails, a fallback message appears with a Download DOCX button.

Caution

DOCX preview rendering happens client-side and may not perfectly reproduce complex Word document layouts. For documents with advanced formatting, tables, or embedded objects, download the file to view it in a dedicated Word processor.

Handle unsupported formats

For file types that cannot be previewed in the browser:

1. The viewer displays a “Preview not available” message with the file type.
2. Select Download File to save the document to your computer.

Viewer toolbar

The toolbar at the top of the viewer displays:

• Filename and MIME type of the current document.
• Zoom controls (PDF only) — - and + buttons with percentage display.
• Copy (text files only) — copies the file content to clipboard.
• Open — opens the document in a new browser tab.
• Download — downloads the document to your computer.

Document Preview Panel

The Document Preview Panel provides a multi-tab interface for managing all aspects of a document from a single view.

Tabs

Tab	Visibility	Content
Details	All users	Document details, approval progress, training requirements, and content preview
Versions	Users with documents.view_versions or documents.approve permission	Version history table with create and download actions
Approvals	Users with documents.approve permission	Approval status, signature collection, configuration, and release actions
Training	Users with training.view_reports permission	Training completion progress and statistics
Audit	Users with audit.view_trails or audit.view permission	Audit trail table, auditor assignment, and audit findings

View document details

1. On the document detail page, select the Details tab.
2. Review the following sections:
   • Approval Progress — signatures collected vs. required, with color-coded badges.
   • Document Status — current status (Draft, Under Review, Training Required, Released).
   • Training Requirements — progress bar showing completion percentage with threshold indicator.
   • Document Content Preview — embedded file viewer showing the actual document.
3. Select Download Document for quick file access.

Manage versions

1. On the document detail page, select the Versions tab.
2. Review the version table (ID, version number, creation date).
3. To create a new version, select New Version (enabled only for approved or released documents).
4. To view the full version history, select View History.

Manage approvals

1. On the document detail page, select the Approvals tab.
2. In the Approval Status card, review signatures collected/required, workflow state, and training readiness.
3. In the Actions card, use the available buttons:
   • Start Approval Process — initiates the workflow (visible when not started).
   • Sign & Approve — opens the electronic signature modal (visible when in progress).
   • Release Document — releases the document (visible when all conditions are met).
4. In the Configure Approval Settings section, manage signers, thresholds, and notifications.

View training statistics

1. On the document detail page, select the Training tab.
2. Review the training overview with assigned count, completed count, completion percentage, and threshold percentage.

View audit trail and manage findings

1. On the document detail page, select the Audit tab.
2. Review the Audit Trail table showing when, who, what action, and metadata for each event.
3. To assign an auditor, select Assign Auditors, choose an auditor from the dropdown, and select Assign.
4. Review Audit Findings with severity badges (Minor, Major, Critical).
5. To add a new finding, enter a description, select a severity level, and select Create Finding.

Error handling

Error	Behavior
401 Unauthorized	Displays “Unauthorized (401)” message
403 Forbidden	Displays “Forbidden (403)” message
404 Not Found	Displays “Not found (404)” message
Network error	Displays “Failed to load document” with Retry and Download buttons
Loading failure	Shows error state with options to retry, download, or close

When a service endpoint returns HTTP 501 (Not Implemented), the system shows an informational alert indicating the service is unavailable rather than an error.

Permissions

Action	Required Permission
View document content preview	documents.read
View versions tab	documents.view_versions or documents.approve
Manage approvals	documents.approve
Release documents	documents.release
View training stats	training.view_reports
View audit trail	audit.view_trails or audit.view
Manage audit findings	audit.manage_auditors
Assign auditors	audit.manage_auditors