Document Review Module Interface

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

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

#	Area	Description
1	Navigation	Navigate through the selected folders within the Document Review Module to inspect and review specific pages. You can also 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 Review 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	Redaction / Image Operations Toolbar	Perform actions on documents, including adding redactions, adding highlights or comments, or performing image operations such as flipping or rotating the page

Navigation Pane

The Navigation Pane allows you to navigate through the various folders and pages you have open in the Document Review Module. This pane appears on the left-hand side of the screen, as shown in detail below:

In this sample screen, there are both (1) Folders and (2) Pages available.

Folders: Each document selected to open in DRM (as selected from the Attachments tab in a case. See Accessing Document Reviews for more information) are opened as a Folder in the DRM. The folder's name in this tab includes both the original file name (in this example, "Retention_Module_2") and the number of individual pages in the folder in parenthesis (in this example, "14").
Note: Only the first ten pages are listed in the pane. Use the navigation arrows to move through the page list for that folder.
You can take action on folders by right clicking the folder in the navigation page. See Other Actions for more information).
Pages: Each page of the documents opened in the DRM represented individually within the module, so each can be handled discretely if needed. Review layers can be applied to individual pages, or groups of pages. You can also right click a page from the navigation pane to see a list of available actions. See Other Actions for more information

Selecting a specific page in the Navigation Pane will open that page in the Reading Pane.

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.

These tools will be used on the document being viewed in the reading pane. See Document Reviews for information on actions available in the Reading Pane.

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 key

Icon	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 the document from Document Management
	Review Layers: View all available review layers for the selected page. See Review Layers for more information
	Save Review Layer: Save the current review layer (switching to a new page will automatically save any changes made to the previous page).
	Find and Redact: Use the Find and Redact tool to quickly locate and redact information such as phone or credit card numbers. See Redactions for more information.
	Show Menu: Select information to display for the selected pages within the Reading Pane. See Configuration for more information.
	Magnifying Glass: Zooms in on specific text using the mouse. See Review Module Interface 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

In Document Management, you can redact pages and change their appearance using the redaction toolbar. The Rotation tools on the reaction toolbar give you options to rotate pages on an axis or center, and these tools can be used in conjunction with the Deskew tools that are also on the redaction toolbar. Use the Save Page function to retain page adjustments.

The table below outlines the available toolbar items. Within Document Management, you can also hover over a tool to see the related Tooltip with a description of the tool.

Task	Description	Toolbar Icon
Object Selection	Select objects such as lines, folders, pages, and buttons.
Redact	Redact sensitive information using a rectangular shape.
Polygon Redact	Redact (or hide) sensitive information by drawing a shape in any way you choose.
Select Stamp	Stamp the document with messages such as Draft, Approved, Official, Top Secret, Checked, and other messages.
Highlight	Identify specific text by highlighting it in yellow.
Comments	Type comments on the document.
Sticky Notes	Put yellow sticky notes on the document.
Straight Line	Draw straight lines on the document.
Ellipse	Draw ellipses or circles on the document.
Rotate Left	Rotates the page 90° to the left.
Rotate Right	Rotates the page 90° to the right.
Flip Horizontal	Flips the page horizontally.
Flip Vertical	Flips the page vertically (180° rotation).
Rotate 180°	Rotates the page, selected pages, or entire document 180° degrees.
Deskew	Adjusts slightly askew images. Used when scanned pages appear askew upon display. Requires the scanned page to be mainly horizontal text. See specific instructions below.
Undo Deskew	Reverse the deskew action. Adjusts the image to its previous state before the deskew action was performed.