View documents attached to transactions without downloading
At the moment I need to download documents attached to an invoice each time I want to view it. Can we not just view the document through the application without the need to download it first?
Liz Baker
Feb 3, 2025
Would it be possible to have an area for documents to be dragged and dropped into regardless of whether they were attached to a transaction - for example a customer agreement or an HP agreement
There is a new way of attaching documents now in the latest version and this will also provide a preview of a pdf or image file. We cannot preview certain types of files such as word documents and excel files, these will still need to be downloaded.
Would it be possible to have an area for documents to be dragged and dropped into regardless of whether they were attached to a transaction - for example a customer agreement or an HP agreement
There is a new way of attaching documents now in the latest version and this will also provide a preview of a pdf or image file. We cannot preview certain types of files such as word documents and excel files, these will still need to be downloaded.