Document viewer

This section describes the Document Viewer and its features.

The Document Viewer allows you to open, view, and edit contents of a file without leaving the browser window.

The Document Viewer can be accessed from a Case/Person view using the File Cabinet dropdown  Document Viewer.

Document Viewer Access

Controls

Document Viewer Controls

  1. Stack Paper Icon - Organize Documents. Move files, add/remove/rename directories.

    Document Viewer Organize

  2. Double Arrows Icon - show or hide the left side bar in the viewer.

  3. Minus Sign Icon - zoom out the document view.

  4. Plus Sign Icon - zoom in the document view.

  5. Print Icon - print the document. Requests desired number of copies.

  6. Email Icon - email the document in your default email client.

  7. Copy Icon - copy text from the selected area in the file.

  8. Link Icon - copy the direct URL link for this document.

  9. Disk Down Arrow Icon - download this document.

  10. Page Navigation - navigate to the desired document page number.

  11. Book Icon/Paper Icon - Change views between reading view and letter view.

  12. Left Arrow Icon - navigate to the previous page.

  13. Right Arrow Icon - navigate to the next page.

  14. Square Expand Icon - enter/exit full screen mode.

  15. Double Arrows Icon - show or hide the right side bar in the viewer.

  16. Marker Icon - swap right sidebar content for annotations section.

    Document Viewer Annotations

    Created annotations can be filtered in the Find bar.

  17. Stamp Icon - Swap Right Sidebar content for Stamp section.

    Document Viewer Stamps and Signatures

  18. Magnifying Icon - Swap Right Sidebar content for Document Search section.

    Document Viewer Search

    Search for terms in the Full Text content of the document and/or in Annotations you have created.

  19. Square Icon - Swap Right Sidebar content for Redact section.

    Document Viewer Redact

    Redact a whole page or redact terms for the document. The preceding example redacted the word test. Click Redact Document to apply redactions.

  20. Left Side Bar - The left bar shows the documents and folder structure. Also, you can filter the documents based on your Find criteria in the Find bar.

  21. Right Side Bar - The right bar content changes based on the buttons you have clicked in previous steps. Annotations, Stamps, Search and Redact.