Who this is for: Anyone who needs to read a contract document without downloading it,
Time to complete: 30 seconds
CLX has a built-in document preview that renders PDFs, Word docs, and images inline. You don’t need to download the file to read it, copy a clause, or check a signature.
Steps
1. Open the contract’s Related Documents
From the contract detail page, scroll to the Related Documents card. Each row is a document.
The Related Documents list
2. Click the document row
Click anywhere on a document row — the name, the version, the date. The Document Preview drawer slides in from the right.
The Document Preview drawer
The drawer shows:
The document name and version at the top
The rendered document in the center pane
Page navigation and zoom controls along the top or bottom of the viewer
Action buttons for Download, Print, and (where allowed) Edit
3. Navigate through the document
Use the page arrows or type a page number to jump around. Scroll to move line by line. Use the zoom controls to fit-to-width or zoom in on a clause.
4. Close the preview
Click the X in the top-right of the drawer, press Escape, or click outside the drawer to close it. You’ll land back on the contract detail page with your scroll position preserved.
Tips
The preview works for PDF, DOC, DOCX, and common image formats. Less common formats (like TIFF scans) may render as an image without selectable text.
For long contracts, use the page number field to jump instead of scrolling — it’s much faster.
If the preview is blank or shows an error, the file may be corrupt or password-protected. Download it and open in its native application to check.
You can open multiple documents one after another without leaving the contract page — close one drawer, click the next row.
Related tasks
Open a contract
Upload a new document version
