1. Using Global Human Resources
  2. Preview Document Records

Preview Document Records

You can preview various attachment file formats for document records without having to download them to a local folder. This includes preview of Reference Info attachments and document record attachments.

Points to Consider

  • You can preview Reference Info attachments of a document type when creating or editing document records.
  • You can preview document record attachments when viewing the document record.
  • An initiator can't preview a document record's recent attachments when it's pending approval.
  • An approver can't preview attached files in the notification. However, they can download the attachments from the notification.
  • These file types are supported for preview: PDF, DOC, DOCX, DOCM, DOT, RTF, TXT, ODT, ODS, ODP, XLS, XLSX, XLSM, XLSB, CSV, DAT, PNG, JPG, JPEG, BMP, TIFF, TIF, PPT, PPTX, PPTM.
  • Preview of attached files is supported only for the desktop application.
  • Adjust your browser settings appropriately to use this feature.
    Note: You can configure most of the browsers to open PDF documents. If you don’t set this configuration option for your browser, then the PDF document will be automatically downloaded to the local device.