Document View and Download Improvements

Description

Currently within Recruitment Manager, Time & Attendance and Leave, where a user elects to view or download an attachment, the process the system uses to retrieve the document is inefficient and not user friendly.

In the 11.37 release, changes have been made to the way documents are retrieved to improve the performance and to allow the viewing of documents in the browser. These changes include:

Use of Google Chrome's 'Office Editing for Docs Sheets and Slides' document preview plugin. This plugin opens MS Office documents in view mode in a new browser window and provides the ability to edit within the browser window, save locally and then use the FastTrack360 replace action to upload the edited document.

Clicking on an item within the Document/Attachment lists now opens the document. If you use a browser plugin, the plugin's method will be used. If a plugin is not assigned, the system will use the browser controls and either provide open options (as it currently does) or if the file is browser compatible i.e. *.PDF or images i.e. *.gif. If a user wants to view or edit properties, the 'Properties' action is available in the Action Menu.

In the Document/Attachment list, items like MS Office documents which can be opened directly in the browser as a PDF, the system will automatically display a PDF icon (shown in the example below). Where the PDF icon is clicked, the attachment will be opened in a new browser window as a PDF view. If you just click on the File Name in the list, the attachment will be downloaded with the original MS Office file type. Note: depending on browser settings, when you click on a PDF icon, it might download instead of opening in a new browser window.

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Benefits

This enhancement provides more efficiency when retrieving attachments from:

• Document Manager in Parent, Client, Cost Centre, Job and Candidate

• Resumes and Client Resumes in the Candidate Record

• Time & Attendance timesheet attachments

• Leave attachments

The option of being able to utilise a browser plugin for document retrieval, makes the edit process more efficient as the document can be edited in a browser window, rather than via its native application.

Configuration

If you wish to install a browser plugin, the following plugins are recommended, and will need to be installed to each user's browser:

Where the plug-in is installed, to open a document using the plug-in, within the relevant document list, click on any of the file information ie; the File Name.

The document will open in a new browser tab using the plug-in.