Document Preview ?

Hello,

does anyone of you know a good solution to preview the file attached to a document or a note ?

For instance a scanner will create automatically documents inside Sugar ; then, a user must, from a dedicated dashboard link the document to the corresponding customer. We would like that a quick preview can be provided instead of having to download and open each documents.

Any idea / suggestion is welcome.

Fred

  • Hi Fred,

    For the needs of a customer we developped a document viewer, which is displaying the content of a pdf or image document. I added a small icon when I detect that I'm dealing with an image or a pdf : 

    Clicking on this magnifying glass I open a drawer displaying the content of the file : 
    The pagination is there, you can navigate through the document.
    I used the following library to perform my plugin : 
    I'm at your disposal if you need some clarifications :-) 
    Best regards,
    Enes
  • Hey  

    great work...does this doc preview work within the emails and cases modules?

    My use cases:

    • Customer sends in email, which includes a doc. 
    • Sales rep writes an outbound email and wants to double check the attachments (e.g. price quotation)

    BR

    Alexander

  • Hello  ,

    Sorry for the delay of answer ... 

    In fact it is working everywhere you have the documents module enabled, I can ask my colleague to test (I'm not involved in Sugar projects anymore, personal choice of career) but I think it could work.

    Have a nice easter !

    Best regards,

    Enes