Previews, Shortcuts, and Big Fancy Servers

We’ve received really great feedback about the new document previews. The best part is seeing how easy it is for new agents (and new offices) to instantly understand how to open and review a doc in Pipeline.

We also received feedback from some of our long-time users who relied on PDF downloads to review documents. With the new document previews, you had to click twice to download the PDF—once on the document name and again on Download Doc.

We think reducing the number of clicks it takes to accomplish something is a big deal, so we whipped up a solution as quickly as we could.

First, we added an arrow that appears when you hover over a document name. Clicking that arrow will pop out the document using the new document previews.

In addition, you can now hold the Alt key on your keyboard while clicking the document name and the document will download instantly. If it’s a PDF, it will probably open in your browser’s native PDF Viewer (depending on your browser settings).

You may have also noticed a faster, more responsive Pipeline this week. That’s because our infrastructure got an upgrade over the weekend and we now have nearly double the servers powering Paperless Pipeline. Hold on to your hats!