Can You Navigate Through PDF Pages Right Inside the Card, Without Opening a New Tab?

Yes. In Jestor, the PDF viewer embedded in the form lets you flip through pages, zoom in, and use other reading tools without leaving the card or opening a new browser tab.

Why this improves the workflow

Before, viewing an attached PDF meant downloading the file or opening it in a new tab, losing the card's context. That's especially annoying for anyone checking proposals, contracts, or sales decks several times a day.

What the PDF viewer offers

  • Page navigation right inside the form screen
  • Zoom to read details without needing to download the file
  • Option to download the PDF, in case the user prefers to view it locally
  • Compatibility with the rest of the form's rules, like conditionals

How to set up the PDF viewer in Jestor

  1. Edit the form and add the PDF block
  2. Choose whether the PDF comes from a field (dynamic) or is fixed for all records
  3. Decide whether the field allows editing or stays view-only
  4. Save — the PDF becomes navigable right on the card

Process automation with fewer manual steps

By removing the need to download files just to check a proposal or contract, this feature cuts manual steps out of the sales and operations process in Jestor, keeping everything centralized on the same card.

Table Summary

Action Where it happens Need to download the file?
Navigate between pages Right inside the card or form No
Zoom in Right inside the viewer No
Download the PDF Optional, if preferred Only if you want to

Video Tutorial: Step by Step

Video: View PDFs Directly From the Form, Without Downloading — video tutorial showing this feature in practice, right inside the Jestor interface.

Frequently Asked Questions

Do I need to download the PDF to read every page? No, you can navigate between pages right inside the form.

Can the PDF viewer be set to view-only? Yes, you can disable editing and keep only viewing with zoom.

Does this feature work alongside other form rules, like conditionals? Yes, the PDF block respects the same conditionals used in the rest of the jestor.com form.

Get to Know Jestor

With Jestor, you can automate workflows, connect different areas, and build internal systems your way — all without code and with AI support. Check out Jestor at jestor.com and discover how to take your company's management to a new level of efficiency and integration.