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  • #1

    Open Documents

    Hi EspoCRM Team!

    Is there any way we can set by default the "Documents" module to OPEN the uploaded file directly from the web browser (the same as when opening an attachment from an "attachment field")?

    Right now we have to download each file when we try to consult the uploaded documents.

    Maybe a modification in the "Documents" module code?

    Thanks a lot.
    Open Source CRM Software To Increase Profitability Through Customer Loyalty | EspoCRM
    https://www.espocrm.com
    EspoCRM is an Open Source CRM (Customer Relationship Management) software that allows you to see, enter and evaluate all your company relationships regardless of the type. People, companies, projects or opportunities - all in an easy and intuitive interface. Try for Free.
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  • #2
    Hello
    If file could be open with browser, the document is opened. if not, it is downloaded

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    • #3
      yes. the file is open

      • Likes 1

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      • #4
        Make sure you have "file" field on your list view. Then if you click on the paperclip it will open the document right away instead of the detail page for the document. If you click on the name it will open the detail for the document.

        I think that's what you wanted to do?
        • Likes 1

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