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