Index

Speaking of document viewing...

This feature allows users to view the content of the documents posted in document browsing.

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, view properties, view attachments, go to folder, social information, download, print document, stop notifying, check-out and share. 

View document

01. Find the document to be viewed.

02. Click the link in the file name to open it.

03. View the document contents.

Download the document

^{This option is only available to authenticated users with permission to download the document viewed.}

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 ok Download.

Edit form record data

^{This action is available for form records only.}

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.

Print form record data

^{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.