Preview Document Record Attachments on Redwood Pages

You can now easily preview attachments for document records on Redwood Document Records pages, without having to download them to a local folder. You can preview both, reference info attachments, and document record attachments.

In the New Document Record page, click the Preview icon to preview the attachment file under Reference Info section.

Preview icon for Reference Info attachments on the Document Records page

Preview icon for Reference Info attachments on the Document Records page

The preview displays the reference info attachment file in a panel drawer.

Preview window for the Reference Info attachment on the Document Records page

Preview window for the Reference Info attachment on the Document Records page

In the Document Records page, expand the document record with the attachment file. In the Attachments section, click the Preview icon to preview the attachment file.

Preview icon on the Document Records page

Preview icon for attachments on the Document Records page

The preview displays the attachment file in a panel drawer.

Preview window for attachments on the Document Records page

Preview window for attachments on the Document Records page

After you have previewed the attachment file, you can close, download or print the file by clicking the Close, Download or Print icon respectively.

Users can have a quick preview on the document records page itself and don't have to download the attachments locally to view.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

  • You can preview files attached as Reference Info in these scenarios:

    • Add a document record

    • Edit a document record

    • Add a document record in the Document Records Plug-in region

    • Edit a document record in the Document Records Plug-in region

    • Document Records approval notification

  • You can preview documents attached as Attachments in the following scenarios:

    • View a document record

    • View a document type

  • An initiator can't preview a document record's recent attachments when it's pending approval.

  • An approver can't preview files attached in the notification. However, they can download the attachments from the notification.

Key Resources

For more information, refer to these resources on the Oracle Help Center.