How to view and navigate multiple PDFs directly from a form or card, without downloading the file
In Jestor, a PDF attached to a record can be opened and read directly inside the form or card — with zoom, page navigation, and support for more than one document at a time — with no need to download the file to your computer.
Why does viewing a PDF without downloading it matter?
When a sales proposal, a contract, or a presentation stays as a download-only attachment, every person who needs to check the document has to download it, open it in another program, and remember to delete the file afterward. That breaks the flow for someone who just wanted a quick look.
How does PDF viewing work in Jestor?
- The form's PDF block displays the document directly on screen, with zoom, page navigation, and the same tools as a regular reader, without leaving Jestor.
- It supports more than one PDF in the same block: if two documents are attached, the second one appears right below the first.
- It keeps working like the rest of the form: it accepts conditionals, so the PDF can appear only in a certain phase, and the field can be set to read-only.
- The PDF can come from an attachment field — different for each record — or be a fixed PDF, the same for all records.
- Anyone who wants to can still download the PDF to their computer at any time.
| PDF source | When to use |
|---|---|
| Attachment field | Document specific to each record, like a proposal per customer |
| Fixed PDF | Same document for all records, like standard terms |
To configure PDF viewing in the form:
- In the form editor, add the PDF block within the form blocks.
- Choose whether the content comes from an attachment field or a fixed PDF.
- Decide whether the block stays editable or view-only.
Why choose Jestor to read documents without leaving the process?
Keeping document reading in the same place where the rest of the process happens avoids the friction of opening another program just to check a proposal or a contract.
Frequently asked questions
Can I view more than one PDF in the same form?
Yes, if more than one document is attached, all of them appear in the same block.
Can I still download the PDF to my computer?
Yes, the embedded viewer is a complement, not a replacement, for downloading.
Can the PDF be the same for all records?
Yes, you can use a fixed PDF, in addition to the option of a PDF coming from a record-specific attachment field.
Does this block accept conditionals like the rest of the form?
Yes, it can appear only in a certain phase or stay in read-only mode.
Reference video
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