Wherever documents are linked in the CRM system, there is a preview function that allows you to see the content of the selected/current document.
The following file types are supported:
-
Word: doc, docx, docm, dotx, dotm
-
Excel: xls, xlsx, xlsm, xlsb, xltx, xltm
-
PowerPoint: ppt, pptx, pptm, potx, potm, ppsx, ppsm, pps, pot
-
OpenOffice: odt, ott, ods, odp
-
Text: rtf, txt, html, csv
-
Publishing: pdf, epub, xps
-
Images: tif, jpg, png, bmp, gif
A document is visualized in the document preview tile.
The document preview is available in the following places:
-
In the sub rea, for the selected document dataset
-
In the list view, for the selected document dataset.
-
As an entity tile on the entity board of the document entity, for the current dataset.
The preview has a number of switches with the following functions:
-
-
<> Scroll
-
-
+- Scale
-
-
-
Sidebar behavior for document entity
The sidebar, where the preview function is located, always opens automatically in case of documents.