PDF vs. Email Body View

Last updated: February 5, 2026

Viewing the Invoice PDF vs. Email Body

When invoices are emailed into inBuild, you can quickly switch between viewing the attached invoice PDF and the original email body. This helps when needing to reference the email for project or cost-related information that doesn't show on the attachment.

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If you need to reference the email associated with an invoice, instead of opening Outlook, just toggle to view the email body.

Switch Between Invoice PDF and Email Body

View the Invoice Document (Default)

  1. Open any invoice that was emailed into inBuild

  2. By default, you'll be viewing the attachment (PDF)

  3. This is the default view and shows the PDF invoice file

On the PDF view, you can edit the PDF pages similar to Adobe Acrobat. Click in the lower left-hand corner of the PDF to access the "Edit Document" tool

View the Email Body

  1. While viewing the invoice, look to the upper right-hand corner

  2. Click the Email icon

  3. The panel will switch to display the original email body, including:

    • Email message text

    • Sender details

    • Any context the vendor included

Frequently Asked Questions

Why don’t I see the invoice PDF when I open an emailed invoice?

Invoices that do not include a PDF and only contain the email body will display the email content exclusively. In these cases, the PDF and Email options will not be available.