Previewing attachments inside the CRM composer lets senders confirm the correct file and check its contents without leaving the compose window. This reduces wrong attachments and cuts back-and-forth after a message is sent.
What is it
Preview Email Attachments in Zoho CRM Composer shows a viewer for any file attached to an email while you compose it. When present, clicking an attached file opens an inline preview (PDF, image, common Office formats) so you can inspect content, page order, and file version before sending. The preview works for files you upload from your computer, pick from the record's attachments, or attach from integrated storage like Zoho WorkDrive when that integration is enabled.
When to use it
- You attach proposals, contracts, or invoices and want to confirm the correct version and page order before sending the email to a prospect or client. [1]
- You send screenshots or photos from a contact’s record and need to check image clarity and cropping without downloading. [1]
- You use email templates that include attachments and need to verify the template’s attached file matches the current message. [1]
- You frequently include multi-page PDFs (SOWs, quotes) and want to confirm included pages and annotations before sending. [1]
- You work across teams that reuse shared files from WorkDrive and need a quick check that the linked file is the intended one. [1]
How to access it
Open the record (Contacts, Leads, Deals) and click the Email icon to open Composer > Compose. In the Attachments area you can add files from Local Files, Record Attachments, or WorkDrive. If the preview feature is available in your account, clicking a file name or thumbnail in the Attachments area opens an inline viewer so you can inspect the file without downloading. Note: community reports indicate some users cannot click to preview attachments in the composer today and have requested this capability; check your account for the current behavior and update notes. [1]
Related features
- Email Templates — attach files to templates and confirm attachments during template editing.
- Zoho WorkDrive integration — access shared repository files as attachments and confirm the correct shared version.
- SalesInbox / CRM email integration — centralized inbox settings that affect which composer and attachment options appear.
- Record Attachments (Files section) — manage and version files stored on a record before attaching them to emails.
[1]: Community feedback and feature requests for previewing attachments in the Zoho CRM email composer.