> ## Documentation Index
> Fetch the complete documentation index at: https://support.amplify.xyz/llms.txt
> Use this file to discover all available pages before exploring further.

# Document Preview

> View, manage, annotate, and interact with fax documents directly from the preview screen.

The Fax Document Preview allows you to review fax pages, access document details, use AI-powered tools, and perform document actions without leaving the viewer.

***

# Open a fax document

Open any fax record from the dashboard to access the document preview screen.

You can:

* View multi-page fax documents
* Search document content
* Use AI-powered document assistance
* Annotate or edit pages
* Access OCR and extracted field data
* Review transmission details and logs
* Share or forward documents in multiple ways
* Assign label, move to a folder, assign this document

***

# Document navigation

Use the left sidebar to browse document pages.

* Select page thumbnails to preview pages
* Navigate through multi-page documents
* View page count and zoom level
* Collapse or expand the page panel for more workspace

<Tip>
  Use the page navigator at the bottom of the viewer to quickly move between pages.
</Tip>

***

# Search inside document

Use the search bar at the top to find text within the fax document.

This feature works with OCR-enabled documents and helps quickly locate information without manually reviewing every page.

***

# Document toolbar actions

The top toolbar provides quick access to document actions.

## Available actions

* **Annotate document** — Highlight or mark up pages
* **Add notes** — Attach internal collaboration notes
* **AI tools** — Access AI-powered fax assistance
* **Print document** — Print the current fax
* **Download document** — Export the fax locally
* **Share or forward document** — Send the document using multiple delivery methods
* **Delete document** — Permanently remove the fax

***

# Page actions

Use the page options menu to manage individual pages.

## Available page actions

* **Rotate Left** — Rotate the selected page counterclockwise
* **Rotate Right** — Rotate the selected page clockwise
* **Rotate 180°** — Flip the page upside down
* **Delete Page** — Remove the selected page from the document

<Note>
  Page-level actions only affect the selected page.
</Note>

***

# Share and send options

Documents can be shared or forwarded directly from the preview screen.

## Send with

Available delivery methods include:

* **Fax** — Send as a standard fax
* **Secure Fax** — Send as an encrypted fax
* **Message** — Share through secure messaging
* **FHIR** — Send using FHIR-compatible workflows
* **Share Link** — Generate a shareable document link

## Workflow actions

Additional workflow options include:

* **Request eSignature**
* **Attach to Patient Contact**
* **Export to EHR**

<Tip>
  Use secure delivery methods when sharing sensitive or protected information.
</Tip>

***

# AI Workspace

The AI Workspace helps you interact with fax documents using AI-powered tools.

## AI Chat

Use AI Chat to ask questions about the fax document and generate quick insights.

Examples include:

* Summarize the fax
* Identify important issues
* Extract patient or business information
* Generate structured tables from document data

### Suggested prompts

Quick prompts may include:

* **Summarize this fax**
* **Identify any important issues**
* **Make a table of patient history**

***

# OCR and Field Data

## OCR tab

The OCR tab displays machine-readable text extracted from scanned fax pages.

Use OCR data to:

* Search document content
* Copy extracted text
* Review recognized text from scanned pages

## Field Data tab

The Field Data section displays structured information extracted using AI and OCR processing.

Examples may include:

* Patient names
* Dates
* Fax numbers
* Invoice details
* Custom AI-extracted fields

***

# Fax details, info and logs

The Details panel provides important fax metadata and activity information.

You can view:

* Transmission details
* Delivery status
* Processing timestamps
* Retry attempts
* Credit usage
* Page count
* Activity logs
* Notes
* Contact information mentioned in the document

<Note>
  The Document Preview experience is available across the platform, including documents opened from Engage, Drive, and other supported modules within Amplify. Some features, actions, or available tabs may vary depending on the module, document type, or enabled permissions.
</Note>

# FAQ

<AccordionGroup>
  <Accordion title="Can I search within a fax document?">
    Yes. Use the search bar at the top of the preview screen to find text inside OCR-enabled documents.
  </Accordion>

  <Accordion title="Can I edit or annotate fax pages?">
    Yes. You can annotate pages, add notes, rotate pages, or delete individual pages directly from the document preview.
  </Accordion>

  <Accordion title="What sharing options are available?">
    You can send documents as a standard fax, secure fax, secure message, FHIR workflow, or share them using a secure link.
  </Accordion>

  <Accordion title="Can I export documents to an EHR system?">
    Yes. Supported workflows include exporting documents to connected EHR systems.
  </Accordion>

  <Accordion title="What is the AI Workspace used for?">
    The AI Workspace helps summarize documents, identify important issues, extract information, and answer questions about the fax content.
  </Accordion>

  <Accordion title="What is shown in the OCR tab?">
    The OCR tab displays machine-readable text extracted from scanned fax pages.
  </Accordion>

  <Accordion title="What information is available in the Field Data tab?">
    Field Data displays structured information extracted using AI and OCR, such as patient names, dates, invoice details, and custom fields.
  </Accordion>

  <Accordion title="Can I view fax transmission details and logs?">
    Yes. The Details panel includes delivery status, timestamps, retry attempts, activity logs, notes, and related contact information.
  </Accordion>

  <Accordion title="What is a transmission receipt?">
    A transmission receipt is proof of fax delivery that can be downloaded for compliance, auditing, or recordkeeping purposes.
  </Accordion>

  <Accordion title="Can I download or print a fax document?">
    Yes. Documents can be downloaded locally or printed directly from the preview screen.
  </Accordion>
</AccordionGroup>