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Version: Current

FAQ: How do I download the original document file?

You can easily download the original file (e.g., the PDF invoice, the JPG receipt image) that was initially uploaded to Zudello.

Steps:

  1. Open the Document: Navigate to and open the specific document whose original file you want to download.
  2. Locate Download Action: Click the More Actions (...) menu at the top right of the document viewer.
  3. Select Download: Click the Download option.
    • (Example: Download action - image temporarily unavailable)

Outcome:

  • Your browser will initiate a download of the original source file associated with that Zudello document record.
  • The filename will typically be the original filename from when it was uploaded.

Permissions:

  • Downloading the original file usually requires the {Module}:{Submodule}#DOWNLOAD permission. If the option is missing, check your permissions with your administrator.

Note: This downloads the original source file. If you need a PDF copy of the approval history, use the separate Download approval history action. If you need a generated PDF based on Zudello data (like a PO), that is typically generated and attached via Sentence automatinos and accessed via email or Related Attachments.