Zap Attachment Viewer - with drag-and-drop

od: Zap Objects

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Preview all attachments from notes, emails and portal comments for a particular record

  • Detailed View – with additional details (like Notes Title, Email Subject, Recipient [From/To], Email Status [Sent / Received])
    Attachment Viewer consolidates the attachments from notes, tracked emails as well as portal comments in to one single place. This is shown in a nice tabular view where you could easily sort and filter! All relevant details regarding the attachments & its source are also displayed.
  • Gallery View – with Zoom-In / Zoom-Out Image Capability
    A gallery view of all attachments with carousal like scrolling for easy preview of the image attachments. We have now added the image Zoom-In / Zoom-Out capability
  • Hyperlink to source record
    Direct hyperlink to Notes / Email / Portal Comment record provided from both detailed as well as gallery view
  • View Attachments from not only current but also Related Entities
    Suppose you have Support Contract or other important documents saved in the Account record. Wouldn’t it be better to offer the agents an easy way to view those documents from within the Case?
  • Zap Attachment Viewer allows you to view not only the attachments from notes & emails of Case record but also their parent account record.
  • Rename Attachment File Name & Notes Title easily:
    You can now rename attachment file name (which have been added to notes) and notes title without the need to open each note record.
  • Optimize Database storage by deleting unwanted attachments
    Ability to select and delete multiple unwanted attachments (from notes) easily – of course controlled by Dynamics 365 permissions.
  • 1-Click Actions – to boost productivity
    Below 1-Click actions have been provided: Select single / multiple attachments and perform below actions:
- Attach to Email
- Attach to a new Note
- Zip & Download
- Zip & Attach to Email
- Zip & Attach to a new Note

  • Preview Attachments
    Preview attachment without the need to download them. Further you also have the ability to resize the preview to full screen! To preview attachment… click on the filename.
    Please note that only files of type: image, pdf, text can be previewed.
  • Drag and Drop
    Easily upload multiple files using Drag-and-drop to notes of any entity record.

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