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.
Double-clicking the document opens it in the PDF viewer
Select the document you want to view and then click the View PDF icon
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:
Toolbar
Back
Click this button to return to the list of documents.
Sidebar tools menu
Displays 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.
Page
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.
Is is also possible to manually enter the page number here.
Annotation selector
Allows you to select multiple annotations in the document.
Pan mode
Allows you to use the hand to scroll through the document.
Zoom out and Zoom in
Allows you to view the document in a more general or closer view.
Fit page
Allows you to adjust the document to fit the screen.
Toggle full screen mode
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.
Page layout
Allows you to manage page layout options.
Please refer to the Layout options article for a detailed explanation of each available option.
Search in the document
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.
Download PDF
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.
Comments
If comments have been added to the document, they will appear as follows:
The following information will be displayed:
A speech bubble icon at the end of the highlighted section
The comment window, which includes the name of the employee who added the comment, the date and time the comment was added, and the comment itself
