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            Manage Browser-Based Previewer

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            1. Salesforce Help
            2. Docs
            3. Salesforce Document Generation

            Manage Browser-Based Previewer

            Configure and use Salesforce’s browser-based file previewer to efficiently view files such as PDFs, DOCX, and PPTs directly within your browser. Seamlessly review contract documents, extracted data, and OmniScript outputs without the need for additional tools.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, Unlimited, and Developer Editions
            • Configure Browser Setting for PDF Previews
              For Firefox users, a browser-specific setting is required to load PDF previews correctly and ensure compatibility.
            • Features and Actions in the Browser-Based Previewer
              The browser-based previewer shows files such as PDFs, DOCX, and PPTs directly in the browser. Rendering accuracy, page breaks, and bullet representation can vary depending on the browser.
            • Supported PDF Features and Formatting Capabilities
              The browser-based PDF previewer supports a range of features and formatting capabilities. It accurately shows static content, including font styles, bullet points, tables, headers, footers, images, and rich text. For dynamic content, it handles expanding and contracting tables, dynamic rich text blocks, and headers and footers with tokens. The previewer also includes accessibility features such as properly tagged headings, tables, and lists, logical reading order, alternative text for images, and specified character encoding.

            Configure Browser Setting for PDF Previews

            For Firefox users, a browser-specific setting is required to load PDF previews correctly and ensure compatibility.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To configure previewer settings: CLM Admin User
            1. Update security settings in Salesforce.
              1. From Setup, in the Quick Find box, enter File Upload and Download Security.
              2. Click File Upload and Download Security.
              3. Click Edit.
              4. Select Hybrid or Execute in Browser for .docx and .pdf file types.
              5. Save your changes.
            2. If you use Firefox, configure the browser-specific settings.
              1. In Firefox, open Settings.
              2. Click the General tab.
              3. Under Files and Applications, scroll to Applications.
              4. For the content type Portable Document Format (PDF), set the action to Open in Firefox.
            Important
            Important Use the download button to ensure the correct .docx and .pdf files are downloaded. Don’t use the download icon in the browser-based previewer, because it can result in incorrect downloads. See Content file preview issues.

            Features and Actions in the Browser-Based Previewer

            The browser-based previewer shows files such as PDFs, DOCX, and PPTs directly in the browser. Rendering accuracy, page breaks, and bullet representation can vary depending on the browser.

            Supported PDF Features and Formatting Capabilities

            The browser-based PDF previewer supports a range of features and formatting capabilities. It accurately shows static content, including font styles, bullet points, tables, headers, footers, images, and rich text. For dynamic content, it handles expanding and contracting tables, dynamic rich text blocks, and headers and footers with tokens. The previewer also includes accessibility features such as properly tagged headings, tables, and lists, logical reading order, alternative text for images, and specified character encoding.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, Unlimited, and Developer Editions

            Static Content

            This table outlines the visible formatting and content representation in the PDF previewer.

            Feature Description
            Font Features Shows bold, italic, superscript, subscript, underline styles, varied font sizes, multiple colors, and special characters such as copyright, trademarks, and checkboxes. Font settings match the original template. Basic and advanced formulas appear accurately.
            Bullets and Numbering Bullet points and numbered lists appear accurately up to three levels. Both standard and custom bullet styles are clearly visible.
            Previewer Shows multi-language content, including cross-references, hyperlinks, and a structured table of contents. The content resizes responsively across devices and shows page breaks correctly.
            Table Rendering Shows tables with borders, fill colors, and horizontal and vertical text alignment. Table structures remain clear and legible.
            Header/Footer Handling Shows headers and footers with images, plain text, and consistent margins. Page numbers appear accurately, with no additional blank pages. Multiple sections with varying headers and footers are visible.
            Image Rendering Shows watermarks, image spacing, and multiple image formats (PNG, JPEG, GIF, TIFF) accurately. Hyperlinked images and RTL text render correctly. Barcodes and QR codes appear without distortion.
            Rich Text Content Shows rich text with original colors, formatting, alignment, line spacing, and indentation. Prevents unnecessary spacing between elements.
            Checkbox Shows static and dynamic checkboxes clearly without distortion.

            Dynamic Content

            This table outlines how dynamic content appears in the PDF previewer.

            Feature Description
            Dynamic Tables Shows tables that expand and contract based on data input, preventing content overflow and avoiding blank rows.
            Dynamic Rich Text Shows rich text blocks with dynamic tokens for names, dates, and numerical data. Bullet points up to three levels are supported with consistent formatting.
            Dynamic Headers/Footers Shows headers and footers with dynamic tokens for page numbers, dates, and placeholders. Placement and spacing remain consistent.

            Accessibility

            The PDF previewer enhances document readability by incorporating these accessibility features to ensure clear content presentation and support for assistive technologies.

            Feature Description
            Document Title The document title appears in the properties panel, making it easier for screen readers to identify the file.
            Headers and Tags Headings, such as h1 and h2, appear properly tagged, ensuring easier section navigation for screen readers.
            Tables Tables show marked headers, enabling screen readers to interpret content accurately and differentiate header rows from data.
            Lists Lists and nested lists are correctly tagged, ensuring screen readers announce items in the correct order.
            Signature Section The signature section is clearly labeled, making it easy for screen readers to identify and announce it.
            Logical Reading Order Content flows logically from left to right and top to bottom, maintaining clarity for screen readers.
            Alternate Text for Figures Figures and images include alternative text, enabling screen readers to describe visual elements effectively.
            Character Encoding Character encoding is specified, ensuring text appears correctly for screen readers and preventing misrepresentation.
            Structural Tags Structural tags for headings, tables, and lists are included, supporting easier navigation for screen readers.
            Table Content Table content appears with proper tags, enabling screen readers to interpret data relationships accurately.
            Initial Tab Settings The document title shows in the properties panel as the default view, ensuring clearer file identification.
             
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