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Speaking of document viewing...
This feature allows users to view the content of the documents posted in document browsing. If the document has a watermark set in its properties, it will already be viewed with the configured watermark information.
From the document view window, users can also access the Document actions menu located in the top right corner of the window: Return to document view after performing any action available in this window, view properties, view attachments, go to folder, social information, download, print document, stop notifying, check-out and share.
View document
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01. Find the document to be viewed.
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By default, the document types that have the option “Use internal Viewer?” in their properties are shown in the internal viewer or default player, and you can perform certain actions on these documents.
If the document extension is not supported by the viewer or player, when the document is selected to be viewed, it is downloaded to be displayed in an application compatible with its extension. Users can choose not to use the internal viewer when opening documents. This preference must be defined in the document properties. |
View document properties
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01. With the document in view mode using the internal viewer, click Document actions, located in the upper right corner of the window.
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The document properties screen displays document data, such as: properties such as description, author and creation date, among other information, version/review Approval History. Click here for more information on viewing document properties. |
View document attachments
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01. With the document in view mode using the internal viewer, click Document actions, located in the upper right corner of the window.
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See Platform ❙ View document attachments for more information. |
Go to folder
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01. With the document in view mode using the internal viewer, click Document actions, located in the upper right corner of the window.
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Clicking on this option opens the folder in which the document is posted. |
View social information
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01. With the document in view mode using the internal viewer, click Document actions, located in the upper right corner of the window.
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The social information screen shows information such as comments in the document, users that support the document, and sharing status. Click here for more details on social information. |
Check out a document
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01. With the document in view mode using the internal viewer, click Document actions, located in the upper right corner of the window.
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Clicking this option opens a window in which you can confirm the document check out. See Platform ❙ Checking out a document for more information. |
Share document
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01. With the document in view mode using the internal viewer, click Document actions, located in the upper right corner of the window.
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This feature allows you to share folders or documents available in the document browsing structure with communities or other users. See Platform ❙ Share folder or document for more information. |
Copy document link
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01. With the document in view mode using the internal viewer, click Document actions, located in the upper right corner of the window.
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The directing link to the document is copied to the transfer area, allowing it to be shared in other locations, such as documents, tools, e-mails, etc.. See Platform ❙ Share folder or document for more information. |
Print a controlled copy of a document
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01. With the document in view mode using the internal viewer, click Document actions, located in the upper right corner of the window.
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This feature allows you to print copies of documents that are controlled. See Platform ❙ Print a controlled copy of a document for more information. |
Download the document
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This option is only available to authenticated users with permission to download the document viewed.
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If the document has a watermark set in its properties and the authenticated user has permission to edit the document, in addition to the download option (with the watermark), they will also be presented with the option Original Download option, where the original document file can be obtained, without a watermark. This also applies to documents that have received add-ons, so that the original file can be obtained. See Platform ❙ Download folder or document for more information. |
Follow or stop following a document
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01. With the document in view mode using the internal viewer, click Document actions, located in the upper right corner of the window.
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See Platform ❙ Follow document for more information. |
Edit form record data
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This action is available for form records only.
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03. Click Save form – to save the changes made – or Discard – to cancel the action and discard the changes.
Print form record data
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This action is available for form records only.
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