Skip to main content
Skip table of contents

Preview of a document

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
    • Open (reading)
    • +- Scale
    • Show metadata
    • Switching the display mode on and off

Sidebar behavior for document entity

The sidebar, where the preview function is located, always opens automatically in case of documents.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.