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Index
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Speaking of
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document viewing...
This feature allows users to view the content of the documents posted in document browsing.
Documents are displayed in the internal viewer or player by default, which allows all users to use a single form for viewing, easing the handling of documents.
The internal viewer or player supports the following document types: DOC, DOCX, XLS, XLSX, PPT, PPTX, RTF, CSV, PDF, ODT, ODS, ODP, HTML, SVG, DCM, DGN (V7 e V8), DWG (2.5 a 2014), DXF (2.5 a 2014), TIFF, JPG, JP2, GIF, PNG, RAS, CAL, MIL, DIB, BMP, PSD, PCT, PCX, DCX, PCD, WMF, EMF, TGA, EML, MSG, TXT, OGG, MP4, WEBM, FLV, AVI e WMV.
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 Fluig viewer when opening documents. This preference must be defined in the document properties.
Users can also perform the following actions, available in the check box located in the upper right corner of the window, from the document view window:
- Return to document view after performing any action available in this window;
- Go to Folder;
- Download;
- Checkout;
- Share.
Basic Path
01. Click Documents in the main menu.
02. In document browsing, access the folder that contains the document to be viewed.
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.
02. Click 03. Find the document and click the link in the file name to open it.
0403. View the document contents.
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By default, documents are presented on 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 the standard player - when the document is a video. However, if the document or video extension is not supported by the internal viewer or player, when the document is selected to be viewed, it is downloaded to be displayed in an application compatible with its extension. If the document is configured to not Users can choose not to use the internal viewer , it is displayed in the browser iframe or it is downloaded. In the document view, users can browse through pages using the arrow keys, located in the upper left corner, or access a particular page by entering it in the Page field, 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.
02. Click on View properties.
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The document properties screen displays document data, such as well as viewing the content of videos. |
Alternative Paths
Edit form record data
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This action is available for form records only. |
: 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 01. With the form record in view mode, click Edit form, located in the top right corner of the window.
02. Edit the data of your choosing.
03. Click Save form – to save the changes made – or Discard – to cancel the action and discard the changes.
Find Term in Document
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Click on Display attachments.
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See View document attachments for more information. |
Go to folder
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01. With the document in preview view mode using the internal viewer, click Search Document actions, located in the upper left right corner of the window.
02. In the displayed field, add the term to be searched in the document.
03. Click Search.
04. View searched terms found in the document.
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Available search result actions are displayed in the column to the left of the window: |
Select Text in the Document
Click on Go to folder.
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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 preview view mode using the internal viewer, click Select Text Document actions, located on the action bar in the upper left right corner of the window.
02. Select the desired text in the documentClick on Social information.
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After selecting the text, users can copy/paste contents into other documents. |
Move Document
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 preview view mode using the internal viewer, click Overview Document actions, located on the action bar in the upper left right corner of the window.
02. Move the document as desired for a panoramic view.
Adjust Document to Screen Width
Click on Check-out.
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Clicking this option opens a window in which you can confirm the document check out. See Checking out a document for more information. |
Share document
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01. With the document in preview view mode using the internal viewer, and with zoom applied (enlarged or reduced), click Adjust to Width, located on the action bar click Document actions, located in the upper left right corner of the window.
02. Click on Share.
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After selecting this option, the document is adjusted to the screen size, removing current zoom settings ({i>i.e.<i} returning the document to its original size). |
Rotate Document Page
This feature allows you to share folders or documents available in the document browsing structure with communities or other users. See Share folder or document for more information. |
Copy document link
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01. With the document in preview view mode using the internal viewer, click Rotate Page Document actions, located on the action bar in the upper left right corner of the window.
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After selecting this option, the document is rotated 45, 90, 180 or 360 degrees clockwise. Users can click this option until the document reaches the desired position. After closing and reopening, documents will be displayed in its original position; rotation settings can only be used for viewing purposes. |
Enlarge Document Size
02. Click on Copy link.
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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 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 Enlarge Document actions, located on the action bar in the upper left right corner of the window.
02. Click on Print controlled copy.
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After selecting this option, the document is expanded to allow enhanced and detailed viewing. |
Reduce Document Size
This feature allows you to print copies of documents that are controlled. See 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.
01. With the document in preview view mode using the internal viewer, click Reduce Document actions, located on the action bar in the upper left right corner of the window.
02. Click ok Download.
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After selecting this option, the document size is reduced. |
View Document in Full Screen
01. With the document in preview mode using the internal viewer, click Full Screen, located on the action bar in the upper left corner of the window.
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After selecting this option, the document viewing area is enlarged, covering the entire browser area. Simply click this option again to exit the full screen mode. |
Print Document
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 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 Print Document actions, located on in the upper right corner of the window.
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This option is only available to authenticated users with permission to print the document viewed. |
02. Define the desired print options.
03. Click Print.
Download the Document
02. Click ok Notifying to receive notifications whenever the documents are modified or Stop notifying to stop follow the document.
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See Follow document for more information. |
Edit form record data
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This action is available for form records only.
01. With the document form record in view mode using the internal viewer, click Download Edit form, located in the upper top right corner of the window.
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This option is only available to authenticated users with permission to download the document viewed. Documents with attachments are compressed and downloaded in .zip format, maintaining all document components (main document and attachments). |
02. Edit the data of your choosing.
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.
01. With the record form in preview mode, click Print, on the left-hand side of the window, just below the returned data.
02. Define printing preferences and click Ok.
| Informações | ||
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This documentation is valid from update Lake (1.5.10 on7.0) update. If you use an earlier version, it may contain information different from what you see in your platform. |
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