Inline File Previews
Approvers see the attachment, not a filename — images and PDFs preview right inside the approval email, with the file a single click away.
Updated
Inline File Previews render uploaded files inside notification emails instead of as bare download links. When a request includes a file or multiple-files field, the approval email shows an image thumbnail or PDF preview alongside the filename, size, and a download button, so approvers can see the attachment without leaving their inbox. This guide is for requesters submitting a request with an attachment. You'll need a request form that includes a file upload field, and access to the inbox where the notification lands.
Who this is for: requester.
Attach a file and see it previewed in the approval email
When you send a receipt or document for approval, an attachment named as a filename alone gives the approver nothing to judge — they have to download it first. Submitting through a form with a file field means the approval email carries an inline preview of images and PDFs, with the file a click away. Note that non-previewable file types always fall back to a download link, and .eml files are attached as downloads in email rather than previewed inline.
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Sign in as the requester.
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Enter the amount the request is for in Amount — the example uses
380.
Step 2 -
Attach the file you want the approver to see to Drag & Drop your files or Browse — the example uploads
sample-receipt.png.
Step 3 -
Describe what the spend covers in What was purchased — the example uses
Catering deposit — client workshop lunch.
Step 4 -
Click Submit.
Step 5 -
Open the email inbox where the notification is delivered.
Step 6 -
Click Approval Request Received to open the notification and view the attachment preview, with the filename, size, and a download button.
Step 7
The notification arrives in the inbox with the subject Approval Request Received, and opening it shows your attachment previewed inline.