
Banza Files Extended for Creatio
Preview, online co-editing and file versioning
Overview
Product overview
Product description
Banza Files Extended for Creatio extends the basic functionality of the [Attachments] detail, providing a full range of functions for managing their content.
Use cases:
- Efficient approval of contracts, regulatory documents, promotional materials, etc.
- Ability to preview documents.
- Ability to work simultaneously with the documents content and records in Creatio.
- Following file versioning after changes.
- Maintaining, storing, and supporting the company's document flow online.
Key features:
- In-Record File Preview: View content directly within the section record page, eliminating the need to download files. Supports text (DOCX, TXT, LOG), images (JPG, PNG, GIF, BMP), videos (MP4, AVI, MOV), and audio files (MP3, WAV, FLAC).
- Flexible Preview Modes: Preview files in various modes, including:
- Inline preview with editing capabilities.
- Modal windows preview, allowing multiple modals to be opened simultaneously.
- Separate tab preview for working with documents and Creatio simultaneously.
- Online Co-Editing: Collaborate on files in real-time using OneDrive cloud integration, supporting DOCX, DOC, PPTX and XLS formats.
- File Versioning: Maintain a history of all document versions, with the ability to restore or compare changes as needed.
Notes:
- The extension replaces the basic functionality of working with attachments. The document's preview and editing are available in the Freedom UI section view.
- The solution doesn't require any additional settings for the previewing functionality.
- The solution requires a mandatory subscription to Microsoft Azure for editing.
Pricing
Monthly
Annual
Standard
$
360.00 user / month
billed annually
Description (Formatted)
Preview, online co-editing and file versioning
The solution requires a mandatory subscription to Microsoft Azure.
Terms and Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Pricing FAQ
How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?
Support
Support is available for this application
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
Installation
Setup guide
- Sign up in Microsoft Azure and actualize the integration settings in the [Web Services] section of Creatio according to the instructions below.
- To view and edit a file, open the record editing card in which you want to view/edit the document. In the additional actions for writing a file, select [View] or [Edit].
- graph.microsoft.com.
- login.live.com.
- Optionally add access to office.live.com and onedrive.live.com.
Resources
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Version
Compatibility
Release date
1.13.0
8.0.10 and up
Release summary
Added new files formats for preview:
- documents: LOG
- images: GIF, BMP
- videos: MP4, AVI, MOV
- audio files: MP3, WAV, FLAC
- presentations: PPTX
- Modal window preview
- Separate tab preview
1.4.1
8.0.10 and up
Release summary
Initial FreedomUI release
1.4.1
7.14.2 and up
Release summary
Initial FreedomUI release
1.3
7.14.2 and up
Release summary
- Fixed a bug with starting business processes with [Signal] start event.
- Fixed the error of adding a file to a detail in sections adapted for Freedom UI.
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.