Teamflect lets you preview uploaded attachments directly within the app, so there’s no need to download files to your device. This makes it easier to stay focused and keep your workflow moving. Whether it’s a .docx, .xlsx, .csv, or .ppt file, you can quickly access and view your attachments right inside Teamflect.
Instructions
Upload Your Attachment: Begin by uploading the desired attachment to Teamflect. You can do this by navigating to the appropriate location within the application and selecting the upload option.
Locate the Attachment: Once the attachment is uploaded, you will see it displayed within Teamflect alongside other relevant content.
Preview the Attachment: To preview the attachment without downloading it, simply click on the file's thumbnail or title. Teamflect will instantly generate a preview of the attachment within the application interface.
Navigate Through the Preview: Depending on the type of attachment, you may have options to navigate through different pages or slides, zoom in or out, and interact with the content as needed.
Close the Preview: After reviewing the attachment, you can easily close the preview window and return to your previous activity within Teamflect.
Use Cases
1. Centralizing Supporting Documentation
Attachments allow teams to keep all relevant files (such as reports, presentations, and supporting documents) directly within Teamflect. This ensures important information is always connected to the right goals, reviews, or profiles without needing external storage or email threads.
2. Improving Collaboration and Context Sharing
Managers and employees can easily share files within Teamflect to provide context during 1-on-1s, feedback, and performance discussions. This helps ensure conversations are backed by clear, accessible information for better alignment and decision-making.
3. Streamlining Reviews and Performance Processes
During performance reviews or feedback cycles, attachments can be used to provide evidence, progress updates, or reference materials. This creates a more transparent and structured evaluation process with all supporting documents in one place.