Open a stored file

Open a file from the CRM file manager or a record attachment, then use the browser’s viewer or download controls.

This section covers links served by crmfilescdn.com. Internal CRM file viewers can behave differently; the File Manager guide describes the internal viewer’s limitations.

View or download

1. Find the intended file in File Manager or its source record. Select its available file link. Use the link supplied by the CRM; do not construct a link from account or file identifiers.
2. File access depends on the requested file and its type. PDFs, plain text and supported images are served for inline viewing; office documents, spreadsheets, presentations, archives, audio and video are served as downloads. The browser and device determine the final viewer.
3. Confirm the filename and contents before sharing the file. Opening or downloading it does not change the source CRM task or record status.

If the file is unavailable

A missing or invalid file request, unavailable file record or unsupported extension leads to the CDN’s 404 page. It has only Go To Homepage; this opens the product homepage and does not restore the file. The CDN root page likewise contains a homepage link, with no search, upload or recovery controls. Return to the CRM record or File Manager, reopen its current link and ask the file owner or administrator to check the stored file if needed.