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Preview and Thumbnail

When Preview and Thumbnail is enabled, previews of files will be generated based on your configuration settings. A thumbnail file is also generated and can be displayed on the S-Drive component.


Users who upload files that use Preview and Thumbnail must have

  • Preview object profile permission (read/create/edit + field accessibility)

  • Send Outbound Messages permission.

In addition, the Preview and Thumbnail feature uses callout to generate the P&T, so you must configure the outbound message user correctly:
Check Setup>outbound Messages for the following 3 items. Preview Callout is used for P&T, but the others should be checked as well.

  • AttachmentSync

  • FileSync Callout

  • Preview Callout

  • FileSizeRequest Callout

Check the "user to send as" profile. It must have 

  • Customize Application permission

  • Send Outbound Messages permission

  • Session Security Level Required at Login must be None. It cannot be set to High Assurance

Preview and Thumbnail (P&T) can be configured by Object and file type. See Preview and Thumbnail Configuration for details.

Preview pages as well as the Thumbnail are stored in the S3 bucket.

Thumbnails can be seen on the S-Drive component in Thumbnail View (left) or Grid View (right.)

Previews can be seen on the detail page. Users can page through the document without opening or downloading it. Video files can be played in the preview. The number of pages converted for documents (i.e. pages that have previews created) can be specified in the configuration.

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