View attachments with Document Viewer

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • View documents within the platform using Document Viewer rather than having to download them to your own file system.

    Vorbereitungen

    Make sure that Document Viewer is enabled for the table containing the record. For more information, see Enable Document Viewer.

    Role required: none

    Warum und wann dieser Vorgang ausgeführt wird

    Document Viewer supports inline viewing of certain document types within the platform.

    Prozedur

    1. Navigate to a record (incident, form, list, and so on) with an attachment.
    2. Click View next to the file attachment name.

      Document Viewer displays the document.

      If the document does not display, Document Viewer does not support inline viewing in your situation and a message instructs you to download the document. The possible reasons are:

      • The document uploaded is platform encrypted or edge encrypted.
      • The file size exceeds the maximum allowed value of 50 MB.
      • The document is password-protected but it is not a PDF file.

      Click Download Document to view the document in the relevant external application.