Documents and Drive
Document preview
Document preview in BisHub helps teams reviewing files without downloading every attachment. BisHub document preview makes business files easier to inspect in context with projects, clients, invoices, and reports.
The problem
Office and field users waste time downloading files just to confirm whether a PDF, image, video, or document is the right record.
How it works
- Step 01
Capture the record
Start from the customer, job, file, message, invoice, payment, or team activity that creates the need for document preview.
- Step 02
Connect the workflow
Document preview stays tied to related BisHub records instead of becoming a disconnected tool or spreadsheet.
- Step 03
Review and improve
Use status, activity history, reporting, and related modules to see what happened and what needs attention next.
What's included
PDF preview
PDF preview is part of the connected documents and drive workflow inside BisHub.
Image preview
Image preview is part of the connected documents and drive workflow inside BisHub.
Video preview
Video preview is part of the connected documents and drive workflow inside BisHub.
Document context
Document context is part of the connected documents and drive workflow inside BisHub.
Project links
Project links is part of the connected documents and drive workflow inside BisHub.
Client links
Client links is part of the connected documents and drive workflow inside BisHub.
Why teams choose this
- Review files faster.
- Keep previews connected to business records.
- Reduce mistakes from opening the wrong document.
- Support cleaner customer and team handoffs.
Use cases
Daily operations
Use document preview while managing active customers, jobs, team activity, files, invoices, and payments.
Manager review
Review progress, exceptions, activity, and reporting without chasing disconnected notes.
Growing teams
Keep the workflow structured as more people, records, service areas, and customers are added.
Works well with
Frequently asked
Is document preview active in BisHub?
Yes. Document preview is treated as an active BisHub capability and is connected to the surrounding business workflow where relevant.
Does it connect to invoices and payments?
Where billing is involved, BisHub connects the workflow to estimates, invoices, online payments, payment tracking, and financial reporting.
Does it connect to customers and projects?
Yes. BisHub is built around connected clients, leads, projects, work items, files, communication, invoices, payments, and reports.
Can managers control access?
Yes. Role-based permissions, organization isolation, activity history, and audit logs help teams control who can view or change records.
Can this support field and office teams?
Yes. BisHub workflows are mobile-ready for field users and structured for office review, reporting, and follow-up.
How should a team start using it?
Start with current records and the workflow causing the most delay, then connect related modules such as clients, projects, files, invoices, payments, and reports.
Try Document preview
Free for small teams. Activate it on your account in one click.