Make File/Document Listing Clickable

Update the Files & Documents listing so that users can click the file/document name or listing row to open and view the document directly.

Requirements

  1. The file/document name should be clickable and open the View screen/modal.
  2. Users should not be required to open the 3-dot menu → View to view a document.
  3. The clickable area should provide a clear pointer cursor to indicate that the file/document can be opened.
  4. The existing View option in the 3-dot menu should remain available.
  5. This behavior should apply consistently across:
    • Client Contracts
    • Service Agreements
    • Questionnaires
    • Proposals
    • Invoices
    • Lead Form
    • Uploaded Files
Details

Key

PX-6573

Type / Priority

Status

QA Review

Sprint

Sprint 31

Epic

Project Details

Assignee

Prathamesh Trivedi

Reporter

Paul

Project

Pixally CRM

FRD

QA Status

—

Created

9/25/2026, 11:03:56 AM

Updated

9/25/2026, 11:08:36 AM

Last synced

9/25/2026, 11:08:36 AM
QA Test Cases

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