Salesforce: Is there a way to preview uploaded or signed documents in salesforice rather than automatic download when it clicked?

  • ElderHelpofSanDiego
    Asked on June 20, 2024 at 9:39 PM
    Here's what we're experiencing -- in Salesforce, when someone clicks the URL for the Jotform uploaded file, the file downloads from Jotform to their Downloads folder.

    We'd prefer it to just open in a browser window to Preview it like it does for the Signature files. Here's a screen recording. The signature file opens in a browser window. The File Upload downloads to the Local Computer

    https://screenrec.com/share/KsaJnNbRd5

    I know this isn't exactly Jotform-specific, but with the limitations Jotform

  • Aries JotForm Support
    Replied on June 20, 2024 at 9:49 PM

    Hi ElderHelpofSanDiego,

    Currently, the files uploaded through our uploaded file or signed document will automatically be downloaded when they are accessed or when the URL is clicked in Salesforce. Therefore, I submitted a feature request about this. When or if it's implemented depends on their workload, how viable it is, and how many other users request it. If there are any updates, we’ll circle back to this thread and let you know. 

    Let us know if you have any other questions.

 
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