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To begin using the product, the integration with OneDrive must be configured. Refer to the article for instructions on how to set it up Setting up integration with OneDrive.
If the settings are accurate, the [Attachment and Notes] detail should display buttons for previewing, editing, and uploading on every record within the detail.
<aside> 💡 Note: You can set up prohibition of uploading files with the same name on the Files and links detail using the system setting [Is upload with same name enabled] (TsiIsUploadWithSameNameEnabled). However, it remains possible to download new versions from OneDrive.
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Action buttons:
Press the button [Download] to download the last version of the document from OneDrive. This button may not be there if the document has not been edited so far.
Press the button [Edit] to open the document in edit mode.
Press the button [Preview] to open the document in preview mode.
Press the button to download the last version of the document from OneDrive. This button may not be there if the document has not been edited so far.
Press the button to open the document in edit mode.
Press the button to open the document in preview mode.
To activate the preview mode in the Files Extended product Classic UI, the user should click on the [Preview] button on the detail [Files and links] record.
Upon clicking, a modal window will open for the user to work with. The modal window is divided into three sections:
Classic UI
Available actions in the preview modal window:
Press the button [Download] to download the document