To view an uploaded document in SuiteCRM, the user has to download the document from SuiteCRM to the local machine and then the user has to open the document using an application. If the application to view the document is not available, the user has to find and Install it. We ease this process by introducing – Preview Document for SuiteCRM
Where can I find the Preview icon to view the Document?
You can find the Preview icon in the list view of Document Module as well as the module where the Documents module is related to.
Can I view Images?
Yes, you can view the images using the PreviewDocument module.
Supported file formats
These files are tested - doc, xls, xlt, xla, docx, dotx, docm, dotm, ppt, pot, pps, ppa, pptx, xltx, jpeg, jpg, png, pdf.
Other add-ons of interest
Analytic Reporting Tool Basic
Dynamic Reports and Interactive Charts.
Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.
Google Drive Integration
Google Drive Integration for Suite CRM module uploads all your CRM documents to Google Drive. The user can preview the document, download, and get the shareable link within the CRM. The module provides a one-stop solution for document management with Google Drive.