Document viewer

The Document Viewer allows you to open, view, and edit contents of a file in your web browser.

The Document Viewer can be accessed from a Case/Person view by clicking the File Cabinet dropdown, then selecting Doc Viewer.

Document Viewer Access

Controls

Document Viewer Controls

  1. The Stack of Document icon: Click to organize documents, move files, add/remove/rename directories.

    Document Viewer Organize

  2. The Double Arrows icon: click to show or hide the left sidebar in the viewer.

  3. The Minus Sign icon: click to zoom out/decrease magnification of the document view.

  4. The Plus Sign icon: click to zoom in/increase magnification of the document view.

  5. The Printer icon: click to print the document. You can set the number of copies.

  6. The Email icon: click to email the document in your default email client.

  7. The Copy icon: click to copy text from the selected area in the document.

  8. The Link icon: click to copy the document URL.

  9. The Download icon: click to download the document.

  10. The Page Navigation: navigate to a page by entering a page number, the click Go.

  11. The Book/Paper icon: click to change views between reading view and document view.

  12. The Left Arrow icon: click to show the previous document page.

  13. The Right Arrow icon: click to show the next document page.

  14. The Square Expand icon: click to toggle fullscreen mode.

  15. The Double Arrows icon: click to show or hide the right sidebar in the viewer.

  16. The Marker icon: click to show the Annotations panel in the right sidebar.

    Document Viewer Annotations

    Created annotations can be filtered in the Find bar.

  17. The Stamp icon: click to show the Stamp panel in the right sidebar.

    Document Viewer Stamps and Signatures

  18. The Magnifying Glass icon: click to show the Document Search panel in the right sidebar.

    Document Viewer Search

    Search for terms in the full text content of the document and annotations.

  19. The Square icon: click to show the Redact panel in the right sidebar.

    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. The Left Sidebar: The left sidebar shows the documents and folder structure. You can filter documents based on your criteria in the Find bar.

  21. The Right Sidebar: The right sidebar content changes based on the buttons you click: Annotations, Stamps, Search, and Redact.