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The Files Extended product enables users to preview files, edit them with version management, and download them back to their devices. The primary business objective of this product is to streamline user productivity by consolidating file management across various systems. Additionally, users can access the complete file history, including any modifications made.

General information

To start using this product effectively, you'll need to configure the integration with OneDrive. Please follow the step-by-step instructions provided in the article Setting up integration with OneDrive.

Once the settings are configured correctly, the [Attachments] component in your Creatio system will offer several options within the record actions of the detail:

• Open and Edit: This option allows you to open the file in preview mode and switch to edit mode if needed. After editing, you can manage different versions of the file, ensuring that all changes are tracked.
• Open in Modal Box: Selecting this option will open the file in preview mode within a small modal box inside the Creatio system, allowing for quick access without leaving the current screen.
• Open in New Tab: This option opens the file in preview mode in a separate browser tab, giving you a larger view and the ability to navigate between tabs as needed.

<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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<aside> 💡 Note: This functionality is specifically designed for sections created using the [PageWithTabsFreedomTemplate] scheme. F.e. when the section/page was created - user chose the Template with tab Attachments from the suggested list. Please note that if a user creates a page using a custom template or simply displays the [Attachments] component anywhere on the page, this functionality will not be operational.

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Preview mode

To activate the preview mode in the Files Extended product, follow these steps:

1. Click on the Actions button in the [Attachments] record detail.
2. Select the option [Open and Edit] from the dropdown menu.