We are pleased to announce the launch of Attachment Review, a new capability designed to enhance the file review experience within Archer record pages. This feature allows users to engage with attachments—specifically PDFs and images—more efficiently, securely, and collaboratively.

Overview of Capabilities

The Attachment Review feature introduces a structured, permission-based approach for previewing, annotating, and commenting on attachments (PDFs and Images) within the Archer platform.

Key Functionality

• Attachment Preview

View PDF and image files in a new browser tab without downloading them. This enables immediate access and review within the Archer workflow.

• Annotations and Comments

Users can annotate files using below supported methods:

• Box Annotation and Text Highlight for PDF files
• Box Annotation for image files

Each annotation must be accompanied by a comment, and annotations/comments are added as a separate layer—preserving the integrity of the original file.

• Toggle Annotation Layer

Users may choose to show or hide all annotations and comments, giving the option to view the file in its original, unmodified form.

• Permission-Based Access
  • Users with read access to the attachment field can view existing annotations and comments.
  • Users with edit access can create, edit, or delete only those annotations and comments they have authored.
  • Saved annotations are immutable. Deleting either a comment or annotation will remove the pair.

• Download with Markups

Users may download the attachment with the annotations and comments as part of the rendered layer as a PDF. Please note that depending on the PDF viewer you are choosing to view the downloaded review files, the experience might be different.

Additional Considerations

Business Value

Attachment Review delivers a set of improvements aligned with user feedback and competitive benchmarks:

• Efficiency Gains

Enables complete file interaction within Archer, reducing reliance on external tools or manual downloads.

• Enhanced Collaboration

Facilitates directed, contextual discussions around attachments without leaving the record.

• Data Integrity

Original files remain unaltered, ensuring compliance with evidence preservation requirements.

This feature marks an important step in expanding our collaboration and document handling capabilities. Teams can now perform file reviews more transparently, with improved traceability and reduced operational friction.