Index
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
01. Find the document to be viewed.
02. Click the link in the file name to open it.
03. View the document contents.
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
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.
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
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 Display attachments.
See View document attachments for more information.
Go to folder
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 Go to folder.
View social information
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 Social information.
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
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 Check-out.
See Checking out a document for more information.
Share document
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 Share.
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
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 Copy link.
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
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 Print controlled copy.
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
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.
See Download folder or document for more information.
Follow or stop following a document
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 Notifying to receive notifications whenever the documents are modified or Stop notifying to stop follow the document.
See Follow document for more information.
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.
Attention!
This documentation is valid from Lake (1.7.0) update. If you use an earlier version, it may contain information different from what you see in your platform.
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