Tickets & Conversations

M4tr1xN30
Contributor

Open attachments in external viewer?

SOLVE

Hi All. Apologies if this has been asked/answered elsewhere. I can't seem to find anything that answers my question.

 

Is there any way of opening attachments added to a company or contact page, open in an external editor?

 

Currently, if we want to view an attachment, we click it, it then opens a new preview window/tab where we have to download the attachment locally to be able to open and view it in it's respective editor.

 

Is there any way, that we can tell HubSpot (either a feature or setting) to open attachments (such as CSV/XLSX) in Excel, rather than what seems like a very counter productive way of opening attachments.

Same with PDF files, can these not open in an external reader such as Acrobat Reader etc, rather than a browser window/new tab?

 

Maybe i am missing something, but this seems a very long winded way of handling attachments.

 

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Open attachments in external viewer?

SOLVE

Hi @M4tr1xN30,

 

This is more browser-related than it is HubSpot-related. For example, for Adobe Reader you can find instructions for what you're looking for here: https://www.adobe.com/acrobat/hub/how-to/why-pdfs-open-in-browser

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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View solution in original post

10 Replies 10
Sophieecarrillo
Participant

Open attachments in external viewer?

SOLVE

Has anyone found a solution for this? We are unable to quickly see documents, especially word files

0 Upvotes
RLMuniz
Member

Open attachments in external viewer?

SOLVE

Agree with your comments no solution yet.  I want to be able to click on the word document that was attached to a record and have it open it.

0 Upvotes
RLMuniz
Member

Open attachments in external viewer?

SOLVE

So does your reply mean that this is how Hubspot functions (you have to download it to open it) and there is no option to change it? 

 

Thanks. 


RL

0 Upvotes
BérangèreL
Community Manager
Community Manager

Open attachments in external viewer?

SOLVE

Hi @RLMuniz,

Thank you for reaching out to the Community!

I understand that while viewing an attachment file on a contact record, you'd like it to see it as a file (like .csv or .pdf) instead or opening in another tab of the browser, is that right?

Here is a guide that @karstenkoehler shared on this topic with detailed steps to take.
Thank you @karstenkoehler 🙂

Thanks and have a good day!

Best,
Bérangère


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0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Open attachments in external viewer?

SOLVE

Hi @M4tr1xN30,

 

This is more browser-related than it is HubSpot-related. For example, for Adobe Reader you can find instructions for what you're looking for here: https://www.adobe.com/acrobat/hub/how-to/why-pdfs-open-in-browser

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

RLMuniz
Member

Open attachments in external viewer?

SOLVE

I can open files in my browser, what I can't do is click on the word document attachement that is on a contact record and have it open it.

0 Upvotes
M4tr1xN30
Contributor

Open attachments in external viewer?

SOLVE

Thanks for the info. However, I think I confused my original question. (I've updated it)

 

What i actually was trying to explain (and failed badly at), was that attachments from a company page/file manager, open in a 'preview' window.

M4tr1xN30_0-1653641499380.png

 

Is there any way we can have these opening in an external editor like Excel for example?

BComer
Member

Open attachments in external viewer?

SOLVE

@M4tr1xN30 

Did you ever find another option for this?

We are looking for a similar feature.

Thanks

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Open attachments in external viewer?

SOLVE

Hi @M4tr1xN30,

I'm not aware of any settings that would change this behavior, unfortunately.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

M4tr1xN30
Contributor

Open attachments in external viewer?

SOLVE

Thanks for your reply and for your time in looking at this 🙂