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Document Viewer Overview

Click on a document in the documents area to view its contents. You will have different document tools available to you depending on the workspace you are using.

     

     

     

    Document Viewer Overview

    1. Click on any document in the list to open it.
    2. Your document will be displayed in the Showpane.
    3. The panel on the left contains apps enabled by your Workspace Manager to help you interact with the document.
    4. Use the toolbar on the right to manage your document. Here you can:
      • Create and share annotations
      • Apply redactions
      • Highlight text sections
    5. Click the three-dot menu icon to access the Action Toolbar, which allows you to download, delete, and perform other document actions without navigating away from the document. The available actions may vary depending on your folder permissions.
    6. Click the Properties tab to view the document properties, such as the Document ID, relevant dates, links, processing status, and other details.
    7. Click the Expand or Collapse icons to adjust the document view to your preference.
    8. Click the X button to close the viewer and return to the main documents area.

    Notes

    • The specific document apps and tools available to you may vary depending on the workspace you are currently using and the apps enabled by your Workspace Manager.