View a recently accessed document

The Recently Accessed Documents screen provides an at-a-glance summary of recently accessed records.

About this task

Avoid tapping through the application navigator to access a record that you need frequently or a record that you just viewed.

Procedure

  1. Tap the document summary icon in the banner. The most recently accessed records appear at the top. A list of important fields appears on each record summary.
    Document summary icon
  2. To open a record from this view, tap the record name.
    Recently accessed records
  3. To open a read-only preview of the record in another pane, tap the preview pane icon. Notice that the preview pane icon turns green
    Preview pane icon
    Recently accessed records expanded
  4. To close the preview pane, tap the green preview pane icon again.
    Preview pane icon