If you regularly work with large numbers of documents in Salesforce, you know how time-consuming and frustrating it can be to sift through all those files. Fortunately, there is now a new solution that makes browsing documents a lot easier. Meet the new preview function in FILE 365, which allows you to browse your documents much faster and more efficiently, directly from Salesforce!
Simplify document management with the Preview function
With the new preview function in FILE 365 – the solution that integrates Salesforce with SharePoint – you no longer have to open each file individually to view the content. Instead, you can preview multiple files at once with one click. Simply clicking on a thumbnail enlarges the image and allows you to quickly browse the contents of files without wasting time opening and closing individual files. A valuable addition for many purposes and in many industries. Here are three examples.
Benefits in contract management
In contract management you often play with a large amount of documents. With the preview function you can easily browse the content of your contracts without opening each contract. Whether it concerns Word or Excel files, PowerPoint presentations, PDFs or images, you can quickly access the information you need without having to dive into each file.
Project management benefits
It is also essential in projects to have quick access to relevant documents. With the preview function you can effortlessly navigate through different files and immediately find the right information. This saves time and improves the efficiency of your project management process.
Simplification in the real estate industry
The preview function is also a valuable tool for the real estate sector, where photos, but also contracts play a major role. You can easily browse documents and images from different properties without having to open each file individually. This speeds up the process and makes it easier to find the right information.
See how it works
Interested?
FILE 365 integrates SharePoint into Salesforce. Microsoft 365 files associated with a record in Salesforce are stored in SharePoint. Files can be opened with one click from both Salesforce and SharePoint. Open and edit files directly from Salesforce! Interested? Request a demo now without obligation! We’d love to get to know you.
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