Document Management User Interface

The landing page for Document Management appears as shown in the screen below:

User interface showing document folders and tools for PDF editing and management.

There are four main areas on the Document Management screen, corresponding to the numbers in the image above:

#	Area	Description
1	Navigation	Navigate through the selected folders within Document Management to select and view specific pages, or perform actions on folders and pages by right clicking in the Navigation pane.
2	Reading Pane	Documents can be viewed and edited in the Reading Pane portion of the Document Management module using the toolbars (see 3 and 4 below).
3	Page Toolbar	Perform actions on documents, including saving and printing pages, deleting pages, view settings for the Reading Pane, and page selection.
4	Image Operations Toolbar	Perform actions on documents, including saving and printing pages, deleting pages, view settings for the Reading Pane, and page selection.

Navigation Pane

You can click to drop down the various folders within the document tree for the folders viewed in Document Management. Selecting a specific page will open that page in the Reading Pane. For more information, see Page File Types.

Reading Pane

The Reading Pane will display the documents currently being reviewed and edited, as selected from the Navigation Pane. When a page is viewed in the Reading Pane, the tools available on the image will become available on the Page Toolbar and Image Operations Toolbar.

Page Toolbar

The Page Toolbar is shown below:

Toolbar displaying various icons for document management and navigation features.

Each of these options is described in the table below.

You can also hover over each selection to display a Tooltip that describes the action and provides the corresponding shortcut keys

Action	Description
	Refresh: Fetch most recent version of document from Document Management
	Save to Disk: Access a downloadable version of the selected page(s)
	Print: Print a hard copy of from Document Management
	Delete: Delete the current page. See Delete Pages for more
	Review Layers: View all available review layers for the selected page
	Save Review Layer: Save the current review layer (switching to a new page will automatically save any changes made to the previous page). See Save Review Layer for more information.
	Find and Redact: Use the Find and Redact tool to quickly locate and redact information such as phone or credit card numbers. See Find and Redact for more information.
	Show Menu: Select information to display for the selected pages within the Reading Pane. See Show Menu for more information.
	Magnifying Glass: Zooms in on specific text using the mouse. See Page Viewing for more information.
	Zoom: Zoom in and out in the Reading Page, or select a specific percentage view.
	Fit Width: Fit the document to the width of the Reading Pane
	Best Fit: System-determined optimal view for the selected document
	Actual Size: Sets zoom level to 100% to show the document in actual size
	Close: Close the Document Management screen and return to the Folders View
	Page Select: Selects a specific page within the folder documents

Image Operations Toolbar

The Image Operations Toolbar allows you to perform actions on pages, including adding redactions, editing redactions, and general image view operations. These are described in more detail in the Image Operations section.

NOTE: You can also hover over each selection to display a Tooltip that describes the action and provides the corresponding shortcut keys.