HowNow X - Learning & Support

Records - Previewing

Before Records can be Previewed this option needs to be turned on by your HowNow Administrator. Optionally, Previewing can be turned on for the firm, but turned on/off at the employee level or for just Knowledge or Records.

Previews show in the right-hand pane of the Records grid. Most document types can be previewed including Word, Excel, PDF, and emails. Files such as data records cannot be previewed.

The docking pin enables the preview pane to move out of sight when not required. When un-docked, press the far right "Record Preview" to show a preview of the document. 

When the preview pane is docked, highlighting a document in the grid will show the preview. 

The area used by the preview pane can be determined by the user and the settings will be remembered on restarting HowNow.

Turning on HowNow's Records Preview setting:

Go to >File >Options >System Settings >check the Allow Records Preview box

**Tthe Maximum Preview File Size may be set to minimise the system's processing required for general preview. This may improve performance and is dependent on the database size and file sizes stored in Records.

Turning on the Employee Records Preview setting:

>File >Administration >Organisation >Employees >select the Employee and Edit >check the Use Records Preview box

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