Viewing attachments without downloading

Dena Pressman
Dena Pressman
First Anniversary Blackbaud Certified Blackbaud Pro Certified
in Blackbaud Financial Edge NXT® General Discussions

Is there a way to view an attachment without having to download it in order to see it?

Comments

  • Paul Wu
    Paul Wu
    Sixth Anniversary Kudos 2 Name Dropper Facilitator 1

    @Dena Pressman
    I have not found a way, but we are linking to our backup in Teams. This seems to work pretty well when we attach to our JE's.

    We copy the link from our Teams folder:

    1b32cf44aefe63c304cd8b645b86a1ba-huge-im

    When you past the link and hit ‘Done’ , the entire link is also copied to the attachment name. We just rename the attachment and set the file type as excel.

    e4ecb0d2a49475286044f1de477e4a6f-huge-im

    When you go into the JE and click the link, it takes you to the Teams folder where the JE and subsequent back are located.

    However, since we are planning to open up FE to other managers, some JE's are a bit sensitive, and our accounting Teams is restricted to just the accounting team. We have to figure out how best to share the info.

Categories