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File Viewer

The File Viewer element provides an inline or modal document preview experience directly within a form. Rather than forcing users to download a fileโ€ฆ

The File Viewer element provides an inline or modal document preview experience directly within a form. Rather than forcing users to download a file to inspect it, the File Viewer renders the document in place โ€” supporting file types like PDF โ€” with customizable messaging for loading, empty, and error states.

The src attribute accepts a URL, base64 string, or file reference, making it easy to display files uploaded earlier in the same form, documents retrieved from a process, or static reference materials. The viewer can render inline (embedded directly on the form surface) or in a modal popup โ€” giving you control over how much space the preview consumes.

Key Use Cases

โ€ขย ย ย ย ย ย ย  Displaying a contract or policy PDF for the user to review before signing or approving

โ€ขย ย ย ย ย ย ย  Showing a document generated by a Procesio process (e.g., a quote or invoice) for review

โ€ขย ย ย ย ย ย ย  Previewing a file immediately after it is uploaded in a File Upload element

โ€ขย ย ย ย ย ย ย  Embedding reference materials (SOPs, specifications) alongside the form fields that reference them

โ€ขย ย ย ย ย ย ย  Using modal mode to keep the form layout compact while still offering a full-screen view

Runtime API โ€” Attributes in Procesio Forms

All attributes below are accessible and modifiable at runtime via the element's data model in Procesio Forms.

API NameDescriptionTypeDefaultNotes
labelDisplay label for the file viewerstringโ€”โ€”
tooltipHelp text shown alongside the labelstringโ€”โ€”
visibleControls element visibilitybooleantrueโ€”
srcFile source โ€” URL, base64 string, or file referencestring|fileโ€”Updatable at runtime
loadingviewmessageMessage shown while the file is loadingstringloadingโ€”
openviewmessageMessage shown as a prompt to open the viewerstringclick to openโ€”
emptyviewmessageMessage shown when no file source is setstringfield source not setโ€”
failedviewmessageError message shown if loading failsstringfile is invalid...โ€”
allowedfiletypesPermitted file types for displaystring[]pdfโ€”
viewertypeHow the viewer is presentedstringโ€”inline, modal
nameUnique element namestringโ€”โ€”
idUnique element IDstringโ€”โ€”

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