Can I view a PDF document without saving it first?

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  • Updated 3 years ago
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We want employees to be able to quickly view and print uploaded PDF documents without having to save the file first. Is there a way to do this without having to convert all documents to JPEG?

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Amanda

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Posted 4 years ago

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QB_Support_Brian

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Hi Amanda,

This is a function of your specific web browser, rather than QuickBase. For instance, Firefox gives you a pop-up window whenever you left-click a PDF file, asking whether you'd like to open the file or save it. On the other hand it looks like Google Chrome automatically downloads PDFs.

On the other hand, there do seem to be some Chrome extensions you can have users install to view PDFs directly in the browser:

https://chrome.google.com/webstore/search/pdf%20viewer




Thanks!


Brian
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Nick

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Hi Brian,

You are partially correct. You do need a PDF-compatible browser that has the capability of opening PDF files (most browsers have this capability pre-installed these days). However the browser will open a PDF file link differently based on how the link is coded.

Our office staff are frustrated that Quickbase PDF links do not open in the browser on desktop. We also use Salesforce, where we do not have this problem. It does not matter what browser you're using, the experience is consistent across all browsers, desktop devices, and operating systems. Salesforce PDF links will open in a new browser tab because the links don't end in ".pdf". Quickbase PDF links download to your downloads folder, and you have to open then from there, because they end in ".pdf"

It would be fantastic if Quickbase offered a way to code their links so that browsers would open them instantly in a new tab instead of requiring you to navigate to downloads and open from there.

Thanks,
Nick
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Nick

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See this link for further discussion of this issue with respect to Apple's Safari browser:
https://discussions.apple.com/thread/2549520
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QB_Support_Brian

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Hi Nick,

I'm not familiar with the SalesForce feature you're referring to, but if there are other services which are able to override the browser's PDF behavior the best thing to do would be to log this as a suggestion on our User Voice site. You can access User Voice from your 'My Apps' page, and then clicking the orange feedback button from the left hand side of the screen.  

Thank you,
Brian
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Leanne

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Just FYI Nick - It seems that you can open a PDF link in a browser window directly from QB (I'm using a URL filed and one of the new options is Open in a New Tab) but the problem is now, it looks like we only have two options when setting up the field - Open and Download or Download only. I wish I could make it Open only as Nick suggests, with a way to code the link or as an option within the field.