How to View Document

When you are in a folder within the Publication Space you will notice that each row - which represents a document or folder will have an icon to indicate what type of document it is.

Here we have a PDF file.

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Preview

To get a quick preview of the document hover over the icon.

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View Document Details

You can view further details about the document such as it's metadata, who has access to it, history and other forms/documents linked to it.

Click on the Document Name and the document will display.

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Details Tab

To view the details of the document - Click Details.

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Access Tab

To view Access rights of the document - Click Access

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History Tab

To view the History of the document - Click History

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With the history tab, you are able to toggle on or off different views.

The toggles from left to right are.

• Download
• Uploaded
• Superseded
• Change
• Publish
• Distribute
• Viewed

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Linked Tab

To view what other documents/forms are linked to the document - Click Linked

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Document Toolbar Controls

There is a document toolbar that has different controls.

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The controls from left to right are.

• Zoom in.
• Zom out.
• Size dropdown - to increase the size of the document.
• Download - downloads the document.
• A|B - let's you compare revisions.
• Mark up - let's you mark up the document if you have the appropriate rights (Usually done on a Workflow Review).
• Basket - adds the document to the document basket.
• Add to version set - lets you add the document to an existing or new version set.
• Distribute - lets you distribute the document to other collaborators on your project.
• Lock - locks the document from being superseded by other users.
• Link - generates a link to this document that you can forward to others.
• Apply a Workflow - send the document on a workflow.  
• Retire - retires the document from the Publication space and becomes hidden.