Provide a quick preview of imaged documents.
in the imaged documents, it would be great if I could see a quick preview of the document as you can do with a split screen view in windows. that way you would not have download the file to view it.
Lynn
shared this idea
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Iftikhar Ahmed
commented
Inside Redtail imaging, we would like to view (without downloading) the files
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Sherri P Lancaster
commented
It would be very helpful to have a document preview pane feature for Imaging while in Redtail CRM.
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Tara
commented
We'd like the ability to view documents quickly without having to download the documents.
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Sherod Bigelow commented
When clicking on a document to view, Redtail downloads and saves the file locally on your hard drive. Usually the download folder.
The problem is the download folder is not a temporary folder. And unless the user deletes the file after viewing it, it’s still there. Now imagine if you use a public computer or leave your PC unlocked. Any person can navigate to the download folder and view the PDF. To me this is a major security issue that they need to address.
Imaging needs to have a native document browser or make it so the file does not save to the drive unless the user request to save the file. Similar to ShareFile by Citrix.