Zap Attachment Viewer (with Drag-and-Drop)2024-07-17T18:58:09+05:30

Zap Attachment Viewer (with Drag-and-Drop)

View/Preview all attachments from Notes, emails and portal comments in a single place. No more infinite clicking and scrolling for finding attachments in timeline view – which are deeply buried within notes/emails. Now even upload multiple attachments to notes using Drag-and-Drop!

Zap Attachment Viewer offers a consolidated view of all attachments from notes, emails & portal comments in a single place within the Dynamics form. The attachments can be displayed from current as well as related records. e.g. You could view attachments from Account (Customer) within the Case form.

Besides you could easily drag-and-drop multiple files which could be added to the notes in a single click!

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Recent Updates

  • Pin Important Attachments (July 2024)
    Users can pin important attachments, so that they appear in the top of the list.

Product Features

  • 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 (released in Jan 24 build)

  • 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.

  • Delete unwanted attachments easily
    Ability to select and delete multiple unwanted attachments (from notes) easily – of course controlled by Dynamics 365 permissions.

  • Pin Important Attachments
    Users can pin important attachments, so that they appear in the top of the list.

  • 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.

General FAQ

Can I trial Zap Apps?2018-04-19T17:08:07+05:30

Yes, all our Zap Apps come with a 15-day trial. Please note that there is no functional difference between trial and licensed version.

How do I start trial?2018-05-16T18:39:54+05:30

Download and install the app solution file. Browse to Zap Apps >> Zap License to open the license registeration page (Refresh the page, if “Zap Apps” is not visible in sitemap). Fill-in the details and click “Register” button.

This will automatically start your 15-day trial. Feel free to email if you have any questions.

How do I purhcase a Zap App?2018-04-19T17:10:23+05:30

You can purhcase any of Zap Apps from our online store. If you have already taken the trial then just let us know your CRM organization name and we will activate the trial to paid license online (no need to uninstall and reinstall the solution).
If you have not yet installed the solution in production then proceed with installation and registeration… once done let us know the CRM organization name.

How do I find number of enabled CRM Users?2018-04-19T17:08:36+05:30

All our apps are licensed by user-tier which is based on the total number of enabled CRM Users. To find the enabled CRM users, browse to Settings >> Security >> Users and change the view to Enabled Users.

How do I get license for free Zap Apps?2018-04-19T17:10:40+05:30

Zap Objects offers few apps as free for commercial use. In-order to get your free license, register the license profile online. (Refer licensing KB articles for more info)

Zap Attachment Viewer FAQ

Does Attachment Viewer work with any CRM entity?2018-04-19T17:15:17+05:30

Yes, attachment viewer app should work with any CRM entity. We have tested attachment viewer with case, lead and account form.

Does Attachment Viewer section automatically show up in entity form?2022-11-15T20:58:06+05:30

No, you will need to manually add the “Attachment Viewer” web resource to entity form. Refer knowledge base for instructions on how to add the web-resource.

Ask Question

Feature Highlight #1: View Attachments list in Details View with additional details (like Notes Title, Email Subject, Recipient [From/To], Email Status [Sent / Received] ) with direct hyperlink to source.

Feature Highlight #2: Preview Attachments list in Gallery View with ability to filter attachments by particular email record

Feature Highlight #3: Ability to Zoom-In / Zoom-Out Images

Feature Highlight #4: 1-Click Actions: Download, Attach to New Email, Attach to New Note, Zip & Download, Zip & Attach to New Email, Zip & Attach to New Note

Feature Highlight #5: Ability to rename notes title and file names easily on-the-fly!

Feature Highlight #6: Optimize Database Storage by deleting unwanted attachments on-the-fly!

Feature Highlight #7: Ability to view attachments even from related entities (e.g. you could view attachments from Case.Customer(Account) within the Case form)

Feature Highlight #8: Easily upload files to Notes by Drag-and-Drop

Feature Highlight #9: Preview PDF files without the need to Download

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