Feature available for all editions of the software.

Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.

The following permission must be checked in your access profile in order to be able to use this feature:

There are two methods available for opening a document in the PDF viewer. The default behavior is determined in your employee matter preferences.

Documents can be opened from the Documents tab in the main menu or from the Documents tab in a matter.

The following interface will be displayed:

Click this button to return to the list of documents.

Click on this button to display the sidebar.

Click on the arrow to display the different view options.

Please refer to the Views available in the sidebar article for a detailed explanation of each view.

Allows you to navigate through the pages of the document by clicking on the arrows. Displays the current page you are on and indicates the total number of pages in the document.

It is also possible to manually enter the page number here.

Allows you to select multiple annotations in the document.

Allows you to use the hand to scroll through the document.

Allows you to view the document in a more general or closer view.

Allows you to adjust the document to fit the screen.

Allows you to switch to full screen mode.

In full screen mode, click the button again or press the ESC key to exit full screen mode.

Allows you to manage page layout options.

Please refer to the Layout options article for a detailed explanation of each available option.

Allows you to modify, add and delete text fields in the document.

Please refer to the Content editor function article for a detailed explanation of all available options.

The Ink tool allows you to draw, highlight, highlight text, and erase.

Click on the arrow to display the various options available.

Please refer to the Ink tool article for a detailed explanation of all available options.

The Image tool allows you to add images, stamps and links.

Click on the arrow to display the various options available.

Please refer to the Image tool article for a detailed explanation of all available options.

Allows you to add notes to the document.

Please refer to the Note function article for a detailed explanation of all available options.

Allows you to add text or callouts to the document.

Click on the arrow to display the various options available.

Please refer to the Text tool article for a detailed explanation of all available options.

Allows you to add shapes to the document.

Click on the arrow to display the various options available.

Please refer to the Shapes tool article for a detailed explanation of all available options.

Allows you to edit the pages of the document, crop the pages of the document or attach a document from the matter.

Click on the arrow to display the various options available.

Please refer to the Document editor article for a detailed explanation of all available options.

Allows you to search within the document.

Click on the magnifying glass to bring up the search menu. Enter the term you are looking for in the "Search Document" field. The search will start automatically as you type in the search field.

The number of results will be displayed.

Click on the arrows to navigate between the results.

Click on the X to close the search menu.

Allows you to print the document.

Allows you to save the document.

When you click on this button, a window will pop up. You will be asked how you want to save the document in the matter.

Allows you to download the PDF document.

Note: If the document you are viewing is in a format other than PDF (e.g., .doc, .png, etc.), it will be downloaded as a PDF file rather than in its original format.

Some features are available when text is highlighted with the mouse in the PDF viewer.

Please refer to the Context menu options article for a detailed explanation of each available option.