You can view files attached to entries from Maximizer. The file opens in the default application for the file extension of the file. If the file is a hyperlink; a new browser window opens displaying the source file.
- Click on the entry to make it the current entry.
- Select the Files tab.
- If necessary; click the Filter icon and select from the options to change the types of files displayed.
Click the file that you want to open from the list.
You may be prompted to open or save the file. If you select Save; you must choose a location to save the file before viewing the file.
View a file via Timeline
- Click on the entry to make it the current entry.
- Select the Timeline tab.
- Under Filters, you can select specific Users to only see Files uploaded by a specific user. The "Show All" checkbox will show you Files saved at the Household and Contact level or Company and Contact level.
- Timeline items allow you to select the types of items you wish to see.
- To only see Files, select file and click Apply.