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Banza Files Extended for Creatio

Preview, online co-editing and file versioning

Install
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Description
Product description

Banza Files Extended for Creatio extends the basic functionality of the [Files and Links] 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.
  • Following file versioning after changes.
  • Maintaining, storing, and supporting the company's document flow online.

Key features:

  • Previewing the content of files without downloading right on the section record page, saves time for specialists. This function allows you to shorten the user's path to content, eliminating the need to download a file to a computer, select a folder, open special software, and switch between applications. Supported for .docx, .doc, .pdf, .png, .jpg file formats.
  • Online co-editing of files in the OneDrive cloud also cover the need to upload files. Supported for .docx, .doc, .xls file formats.
  • File versioning provides access to the current and previous versions of the document and saves a history of all changes. If necessary, any version can be restored or used to compare changes.

Notes:

The extension replaces the basic functionality of working with files and links. The document's preview and editing are available in the FreedomUI section view.
The solution requires a mandatory subscription to Microsoft Azure.

Languages
English
Price
$ 3.300
/ year

The solution requires a mandatory subscription to Microsoft Azure.

The listed price does not include the cost of Creatio Platform plan. For detailed information on Platform pricing, please refer to the following link.
Pricing does not include taxes and fees (such as VAT) regulated by law.
The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.

Terms & Conditions

Support is available for this application.
Support conditions
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.
Support contacts
Email
supportmpl@banzait.com
Product compatibility
Product
All products on Creatio platform
Version
7.14.2 and up
DBMS
Any supported DBMS
Platform
.NET Core (deprecated from 8.0.9)
.NET Framework
Deployment options
Cloud
On-site

The extension works with the DocumentFormat.OpenXml.dll library, version 2.8.1.15 or higher

Account 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.

Guides and manuals
  1. After installing the extension, necessarily run the [Generate source code] action and, after that, run the [Update database structure] action for every schema of the [Files and Links] object of the base sections.
  2. Sign up in Microsoft Azure and actualize the integration settings in the [Web Services] section of Creatio according to the instructions below.
  3. 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].

The Creatio application must have access to the following addresses (on port 443):

To use the conversion of documents in the doc format to doсx, you must install Microsoft Word version 2010, and higher.

User manual
What's new?
Version 1.4.1
Initial FreedomUI release
Version 1.4.1
Initial FreedomUI release
Version 1.3
  • 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.
Developed by
Support
Supported
Cost
Paid
Category
Document Management
Type
Application
Compatibility
7.14.2 and up