Forum Discussion

IvanWeiss's avatar
IvanWeiss
Qrew Captain
6 years ago

Add-On to allow annotation of PDF File Attachment in QBase

Does anyone know of an add-on to Quick Base that either allows direct annotation and markup to a PDF within Quick Base or allows you to open it and auto save it back to the file attachment field?  We switched from Wrike and one feature we all loved was that we could open an attachment with a system and make notes.  It would auto safe to the record when closed vs having to download, annotate, and upload.

I know it sounds trivial but with what we do we review PDF's and JPG's ALL DAY LONG and the constant download/upload takes up a lot of time and is a bit annoying.

Thanks!  Hope everyone is staying safe and healthy!

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Ivan Weiss
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Ask about Quickbase functionality
Wizards and add-ons

7 Replies

    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      53 minutes ago

      Thx Keith,

      So another part of my use case needs is a place to post training videos and stream them in an iframe.  The client wants some semblance of security so they are only available to their internal staff via Quickbase. Can it do that?

      Also, can it (or other Juiced Tools) preview other file types in the iframe such was the usual Microsoft ones like Excel, Word and PowerPoint.

      I use a free hack now on old forms to preview the Microsoft document types with the "gviewer" syntax from google that Kirk Trachy demoed in the old Magic Buttons app, but the problem with "free" and "google" is it just might stop working one day and I have no Plan B.

      • KeithJusas's avatar
        KeithJusas
        Qrew Captain
        31 minutes ago

        Hi Mark,
        yes to both questions.  The files are not open to everyone, they can be locked down by user/role in Egnyte
        The viewer can view other file types as well and when you open them it will open in the native app on you device

  • Marge_in_Charge's avatar
    Marge_in_Charge
    Qrew Trainee
    2 days ago

    I realize I'm answering a post from SIX years ago...but it came up in a search when I was looking for something else, so wanted to answer! We've integrated with a cool tool from a company called Apryse who has a product that can be embedded into a QB app that allows for PDF mark-up etc. Also, depending on your requirements/options, the new bluebeam integration might be able to solve for this as well.

    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      2 days ago

      thx for posting - would know if the tool allows for previewing a PDF on the New Style form?

      • 7343's avatar
        7343
        Qrew Member
        3 hours ago

        Hi Mark,  we also just finished up a really cool integration to a product called Egnyte.  This does allow you to preview the pdf in the new forms and a lot more.  You can mark it up, add comments, us AI to summarize the document etc...very cool.  I'll try to post a video clip