Skip to main content
Solved

"Preview" of invoice doc on Instant Authorisation

  • Oct 30, 2020 3:47 PM UTC
  • 5 replies
  • 567 views

Forum|alt.badge.img+9

The preview screen is working but for some users it is asking the user “Do you want to open or save this file”, but others it just automatically shows the pdf in the preview screen. How do you change this so it doesn’t prompt you to open or save the file before previewing the pdf file?

Thank you

Best answer by ShawnBerk

Have you tried changing the User Settings under Document Management > Basic Data?  I think this radio button controls the dialog, so you probably want it to say Original.

 

View original

5 replies

Forum|alt.badge.img+28
  • Superhero (Customer)
  • Answer
  • Oct 30, 2020 5:02 PM UTC

Have you tried changing the User Settings under Document Management > Basic Data?  I think this radio button controls the dialog, so you probably want it to say Original.

 


Bjones
Sidekick (Customer)
Forum|alt.badge.img+7
  • Sidekick (Customer)
  • Dec 15, 2022 11:48 PM UTC

Is there a way to turn this “preview” file download feature off in its entirety?  I have many users that get this pop-up when they go into Instant Authorization and it drives them crazy every time.  I tell them to just hit Cancel, but everyone is asking if this can just be turned off completely. 

 


Forum|alt.badge.img+5
  • Do Gooder (Customer)
  • Nov 9, 2023 8:52 AM UTC

Hi @mlcscottonn / @Bjones  - did you manage to solve this issue? If so, can you please let me know how to? Some of our users also have got this issue all of a sudden.

Thank you in advance!

 

Regards,

Rajika.


Forum|alt.badge.img+9
  • Author
  • Sidekick (Customer)
  • Nov 9, 2023 9:52 AM UTC

Hi @OMRRAJIKA ,

ShawnBerk resolution solved the issue I was having, I hope this helps.

Regards

Nikki


Forum|alt.badge.img+5
  • Do Gooder (Customer)
  • Nov 22, 2023 10:05 PM UTC

Hi @mlcscottonn thank you for your response. Unfortunately it didn’t solve the issue for us :(

Regards,

Rajika.