Previewing Attached Files

Plans: All plans

File Preview finds the files on the record's Files subtab and shows them beside the record. You don't need to open the subtab or download anything.

Previewing a file

To preview a record's files:

  1. Open a saved transaction, entity record or custom record.
  2. On the SuiteHUD bar, click More, then File Preview. While it looks for files, the button shows Searching....
  3. The first file opens in the panel. To see another, click ◀ or ▶, or click Choose File ▾ and pick it by name.

If the record has no files, a message tells you that no attached file was found. On a transaction, the PDF Preview opens instead (see below).

What you see

  • PDFs and images show the same way they would in your browser.
  • Spreadsheets (.xls, .xlsx and .csv) show as a table, with a tab for each sheet in the workbook. For a large sheet you see the first 2,000 rows. Use Download to get the whole file.

Downloading or opening a file

  • Download saves the file you're looking at.
  • Open in New Tab opens it in a full browser tab.

PDF Preview (transactions only)

PDF Preview shows the transaction as it prints, using the transaction's form.

To open the PDF Preview:

  1. On a saved transaction, open File Preview.
  2. Click Choose File ▾, then PDF Preview.

Tip: If a transaction has no attached files, File Preview opens the PDF Preview straight away.