Document Previewer

The Document Previewer module allows you to view file attachments across the system without needing to download the document. If you choose to download the document while previewing it, you can.

The Document Previewer can be accessed from four locations:

  • Any file attachment field

  • The Action Center Attachments panel

  • Any Upload File window

  • The Document Search module

File Extension File Type Supported by HTML5?
avi Audio Video Interleave Yes
bmp Bitmap Yes
css Cascading Style Sheet Converted to Text
csv Comma Separated Values Converted to Image
doc Microsoft Document Converted to Image
docm Microsoft Document Macro Enabled Converted to Image
docx Microsoft Document 2007 Converted to Image
dot Microsoft Document Template Converted to Image
dotx Microsoft Document Template 2007 Converted to Image
gif Graphics Interface Format Yes
htm HyperText Markup Converted to Text
html HyperText Markup Language Converted to Text
jpeg Joint Photographic Experts Group Yes
jpg Joint Photographic Experts Group Yes
js Javascript Converted to Text
log Log File Converted to Text
m4a Audio MP4 Yes
mp3 Audio Yes
mp4 Video Yes
pdf Portable Document Format Converted to Image
png Portable Network Graphics Yes
rtf Rich Text Format Converted to Image
txt Text File Yes
wav Waveform Audio File Yes
xls Excel Converted to Image
xlsb Excel Binary Converted to Image
xlsm Excel Macro-Enabled Converted to Image
xlsx Excel 2007 Converted to Image
xml Extensible Markup Language Converted to Text
xsl Extensible Stylesheet Language Converted to Text
xslt Extensible Stylesheet Language Transformations Converted to Text
zip Compressed Archive Converted to Text

 Note: If you attempt to preview an unsupported file, the following message displays:

"This file type is not supported by the previewer. Please download the file to view its contents."

However, you can still use the Download option to download a copy of the file and open it outside of ClientSpace.

Accessing the Document Previewer

File Attachment Field

To access Document Previewer from a file attachment field:

On any file attachment field, click the file name.

Action Center Attachments Panel

To access Document Previewer from an Action Center Attachments Panel:

  1. On any dataform or CRM form with an attachments panel, in the Action Center, click the down chevron symbol to expand the Attachments panel.

  2. Then, click the link of the file you want to preview.

Upload File Window

To access Document Previewer from an Upload File window:

  1. On any file attachment field, click the Upload File icon.

    OR

     

    On the Action Center Attachments panel, click the Edit Attachment icon.

    The Upload File window displays.

  2. What do you want to do?

    • To preview the most recently uploaded version of the file: Click the link under Current File.

    • To preview an older version of the file: Click Manage Versions and then when the screen refreshes to display a list of older revisions, click the link of the revision you want to preview.

The Document Search Module

To access the Document Previewer from the Document Search module:

  1. From the modules bar, select Document Search.

    The Document Search dashboard opens.

    Note: You may need to use More Search to filter the list. For more details on using the Document Search module, see theDocument Search topic.Document Search

  2. With the topic you want to preview selected in the grid, click Preview File.

Using the Document PreviewerDocument Search

Once the Document Previewer displays, you can easily navigate the window to view a document (such as a Word or PDF file) and optionally, download the document. For other supported file types, where you cannot view actual pages, you can preview an image of the file contents or (as in the case of video or audio files) you can play the file in entirety and optionally download the file.

Previewing Pages

Method 1 - Arrows: Use the left and right arrows to navigate from page to page.

Note: On Page 1, there is only a right arrow since you are already at the beginning of the document. Similarly, there is only a left arrow on the last page since there are no additional pages to view.

Method 2 - Page Selector: You can hover over the field to display the up and down arrow keys in the field and click the up or down arrow to set then page number and then click View. Alternatively, you can also type a page number in the Page field and click View.

Playing Video and Audio Files

The Document Previewer allows you to play video or audio files in entirety as you would with any other player application. Just click the Play button. As with other file types, click the blue button at the top of the window to download the file.

Viewing Zip File Contents

When you preview a Zip file, the Document Previewer displays a list of files. If sub-folders are present, each sub-folder and the records within are listed. You must download the file to unpack the contents and view each file in entirety.

Viewing File Types Not Supported by HTML5

To view a file in its original format within the Document Previewer, it must be supported by HTML5. If it is not supported by HTML5, it will either be converted to text or into an image per page. Excel workbooks, Word documents, and PDF files are examples of file types where each page is converted to an image. In the example below, the Document Previewer has converted the pages of an Excel workbook into images and displays the pages of the workbook as shown in the example below. To learn which file types are supported by HTML5, refer to the supported files list.

Downloading

Optionally, click the blue Download button at the top of the screen to download a copy of the file to your PC.

Exiting

Click the X in the upper right corner of the screen to close the Document Previewer. You are returned to the currently displayed form in ClientSpace.

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