View a document

This full-screen dialog shows a Sequentia document and its toolbar: zoomable preview, download, edit / save, archive, and actions specific to the document type.

info

The same dialog serves several types: quote, invoice, timesheet, purchase order, and quote request.

Prerequisites

• Signed in to Sequentia.
• A workspace must be selected.
• Open an existing document from the matching page or flow (the dialog itself does not list documents).

Access depends on entry point:

Type	Typical opening	Permission / module often required upstream
Quote	Quotes page	Permission to manage quotes
Invoice	Invoices page	Permission to manage invoices
Timesheet	Timesheets page	Times module / page (per workspace config)
Purchase order	Inventory / purchase orders	To confirm with product (inventory permissions)
Quote request	Inventory / quote requests	To confirm with product

note

In preview mode, the side toolbar is hidden and zoom does not appear in the header. This mode is used notably when previewing an invoice before saving.

Open the dialog

By type:

1. Go to the page listing the document (Quotes, Invoices, Timesheets, inventory, etc.).
2. Click the document to open it.
3. View a document dialog shows with adapted title and number.

After creating an invoice from a timesheet open in this dialog, the timesheet closes and the new invoice opens automatically.

Header

Element	Behavior
Title	By type: Quote, Invoice, Purchase order, Quote requests, or Timesheet. For quote / invoice / PO: #… number (and revision -n if present).
Status chip	Shown for quote, invoice, and purchase order (except preview and except timesheet). Color and label by status.
Zoom − / % / +	Outside preview. Middle percentage resets auto zoom. Range about 50%–200%, steps of 25%.
Help	Help circle icon → contextual help.
Close	Closes dialog (see Leave).
Chevron (mobile)	On narrow screens (< 992 px), outside preview and outside timesheet: opens / closes Actions panel.

On first display, zoom adjusts automatically so the document fits available width better (different on mobile: reduced zoom to allow horizontal scroll).

Quote requests — supplier tabs

If several requests from the same group are open, a segment under the header lists supplier names.

:::caution To confirm with product The segment shows the current request, but it is unclear whether clicking another supplier actually switches the display. Exact behavior to validate with product. :::

Toolbar (side panel or mobile Actions)

On large screens, tools are on the left. On mobile, use header chevron to open Actions.

View mode (not editing, not preview)

General section:

Action	Label	Available if
Details	Quote details / Invoice details / Purchase order details	Quote, invoice, or purchase order. Opens details dialog (information + change log).
Client comment	Client comment	Quote only, if client comment present (display, not a button).
Download	Download	Document not hidden by display rules (see below).
Archive	Archive	Not for timesheet; disabled if document cannot be archived.

Archive rules:

• Invoice or quote: not possible if already archived, or if status is sent.
• Purchase order or quote request: possible while not archived.
• After successful archive, dialog closes.

For timesheet, Download opens a menu: PDF, CSV, XLSX. For other types, single PDF download.

Linked work document

For a quote or invoice, a section uses the configured work document label in the workspace. Click opens linked work document if it could be loaded.

Actions by type

Dedicated tools add to the panel:

Type	Example actions visible in panel
Quote	Edit, Send, Revert to draft, line management in edit mode, etc. (requires client loaded).
Invoice	Edit (draft), Send, Revert to draft, etc.
Purchase order	Edit, send / statuses, create a receipt, etc.
Quote request	Quote request tools (edit, send, etc.).
Timesheet	Create invoice(s); Edit.

tip

On mobile, Actions panel for a timesheet exposes only Edit (not desktop create-invoice button). Confirm with product if intentional.

Creating a receipt from a purchase order: document dialog closes, navigation to Receipts, then open prefilled receipt with purchase order.

Edit mode

When you switch to edit (via Edit or type equivalent):

Action	Label	Notes
Cancel	Cancel	Restores document as at open. Disabled while reorder / group lines in progress.
Save	Save	Saves by type (quote, invoice, PO, quote request) or emits change for timesheet. Same reorder constraint.
File language	FR / EN	Changes displayed / generated file language.

Messages if reorder or grouping still active:

• Please finish your reorder or grouping actions before canceling.
• Please finish your reorder or grouping actions before saving.

Center area — preview

Dialog body shows document rendering by type. In edit mode, document fields become editable in this area.

Leave and unsaved changes

If you close while edit changes are unsaved, an alert shows:

• Title: You have unsaved changes
• Message: You have unsaved changes. Are you sure you want to leave without saving?
• Stay: remain in dialog.
• Discard: restore original version, may resync document, then close.

Without unsaved changes, close is immediate.

Tool visibility

General tools (download, archive, etc.) show when:

• type is timesheet or quote request, or
• type is quote / invoice / purchase order and document is not archived.

Already archived documents (quote, invoice, PO) therefore no longer show this general action bar.

In-app help

In the dialog header, the help icon opens help for View a document.

To confirm with product

• Exact permissions to open purchase order or quote request.
• Supplier segment behavior on grouped quote requests (real switch or display only).
• Missing Create invoice(s) button in mobile Actions panel for timesheet.
• Detailed tools by type (send, statuses, line grouping, etc.): documented here at shell level; dedicated help per business flow recommended.