Reports, emails and other documents Haruno writes can open in a panel beside the chat. It updates as Haruno rewrites the file, and you can save, print or share from it.
Mac appAvailable
Windows appAvailable
The preview panel shows a document Haruno made, right next to the chat. You read the report while you keep talking. When Haruno rewrites the file, the panel reloads and shows the new version.
It is the first of the two tabs in the side panel on the right of the Chat page. The other tab is Activities.
What it can show
Web pages (HTML)
Markdown documents
PDF files
Other files, such as Word, Excel and PowerPoint, do not preview. Use Open on the file's card to open them in their own app.
The document has to be in the folder the chat works in. If it is somewhere else, the panel says That document is outside the open folder.
How a document gets into the panel
The Preview button. A file card in Haruno's reply has Preview when the file can be shown. The button is not there for other files.
Haruno opens it for you. When Haruno writes a report, an email or a plan meant to be read live, it can open the panel itself. It does this once for a file. If you close the panel, it does not reopen for that file. Otherwise a new file does not open in the Preview tab by itself.
Click the file's name. In the normal view, clicking a document's name in a reply opens it in the panel when it can be shown, and shows other files in Finder. In the advanced view, that click shows the file in its project, or in Finder. The Preview button works the same in both views.
From a project. Opening a document from a project's sources shows it here too. See Project sources.
Opening a preview brings the Chat page forward, since the panel lives there. Before anything is open, the panel says No document open and gives a hint: ask for a report, a summary or an email and it will render here, updating as it is written.
Share, save and print
The share button in the toolbar is called Export or share the document. For a web page or a Markdown document it offers:
Save as PDF…
Save as Image…, which saves each page of a slide set or a card deck as a picture
Print…
Share…
Copy as Rich Text
Open in Browser
For a PDF it offers Save a Copy…, Print…, Share…, Copy Text (not for a scanned PDF, which has no text) and Open in Default App. The menu is off until the document has finished loading.
Pages with buttons and forms
A web page Haruno writes can have buttons and forms. What you choose can be put in the message box for you to read and send, or sent to Haruno as your next message after you press a button. A page cannot send anything without you pressing something.
Close it
Choose View ▸ Close Preview (⇧⌘P), or hide the whole panel with ⌥⌘0. The panel remembers its document for each chat. When you come back to a chat, its document is back.
Safe by design
A page in the panel cannot reach the internet. A picture that points to a website does not load. A PDF is checked first. One that holds something that runs, such as a script or an attached file, is not shown: That PDF holds something that runs, like a script or an attached file, so it isn't shown here. A password-protected PDF says That PDF is password-protected.
If a document cannot be shown, the panel says Can't show this document with the reason and a Try Again button.
Who has it
Everyone, in the normal view and the advanced view.
What to tell a customer
A report Haruno writes does not have to be a download. It can open next to the chat, update while Haruno works on it, and be saved as a PDF, printed or shared from there. Nothing in it can reach out to the internet.