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Enable Document Viewer

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Enable Document Viewer

Use Document Viewer to view documents directly within the platform rather than downloading them to their own file system.

Before you begin

Role required: admin

About this task

Enable Document Viewer at the instance level and the table level so your users can open file attachments without downloading them.

Procedure

  1. Navigate to System DefinitionPlugins.
  2. Enter Document Viewer (com.snc.documentviewer) in the Search field.
  3. Click Install.
  4. In the Activate Plugin window, click Activate.
    Plug-in to enable document viewer at instance level
    The plugin is activated.
    Note: To fully enable the Document Viewer feature, you must configure it at the table level for users to view the documents attached to the records in that table.
  5. To configure Document Viewer at the table level, navigate to System Definition Dictionary.
  6. Open the desired table and click New under the Attributes tab.
  7. Enter Use Document Viewer in the Attribute field.
  8. Enter True in the Value field.
    Attribute to enable document viewer at table level
  9. Click Submit.
    Document Viewer is enabled at the instance level and the table level for all of the tables that you configure. To see how users view files when using the feature, see View attachments with Document Viewer
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