Step 1: Install Zap Attachment Viewer solution in your CRM environment
Step 2: Request trial license by registering profile online (refer licensing KB article for more instructions)
Step 3: Add Zap Attachment Viewer web-resource to entity form (by default, the attachment viewer would be automatically added to case, lead, account, contact and opportunity forms on solution installation)
Step 4: To filter attachments by size or file type… create a configuration setting record (Browse to Zap Apps >> Zap AV Settings)
You are now ready to use Attachment viewer App!
Let’s take an example of using “Attachment Viewer” in the Case form. Screenshot below:
The attachments are shown in a consolidated fashion divided in to two categories: Notes and Emails
The attachments are sorted by created-on date. Further, you can sort the attachments by clicking on column header (by attachment name, file type, etc).
To download any attachment, click on the attachnment name
To open the source email or notes record, click on the subject name.