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KEYinfinity Ideas Portal
Status Shipped
Categories Entries
Created by Mena Yousif
Created on Aug 16, 2024

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?

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  • 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

  • Mena Yousif
    Nov 25, 2024

    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.

  • +1