The Document Viewer Toolbar contains options for changing how the document appears in the viewer and allows you to add pages, print, create a PDF, and email the document. Access to these options is based on your security settings, so you may only see some of the options listed below.
Add Page
Insert a new page into the document
Delete Page
Delete the selected page(s) of the document.
Depending on your security, you may not have access to this option.
Click the link for more information Add/Delete Pages
Rotate
Rotate the document clockwise or counterclockwise
Highlight
Add a Highlight to the document. When you click this option, your cursor will change to a crosshair. Place the crosshair at the top left of the section you want to highlight, then drag down and to the right to highlight the desired section of the document.
Annotation
Add a Note to a document. When you click this option, your cursor will change to a crosshair. Place the crosshair over the section where you want to place the Note, then drag down and to the right to create the Note box. Type the text of the Note and then click the checkmark in the upper right of the Note box to save. The text in the Note box can be searched by performing a standard search.
Hide or Show Annotations
or
Hide or show the annotations on the document. This is a toggle setting.
Click the link for more information Document Highlight and Annotations
Download to PDF
Download a PDF of the document
Print the document
Email a document. This will email a view-only link to the document that will expire in 30 days. No need for the recipient to have access to or log into DataServ.
Zoom In/Zoom Out
Zoom in and zoom out on a document.
Fit to Width/Height
Dropdown to Fit Width of the page or select a specific zoom percentage.
Image Smoothing
Choose the level of smoothing to improve the clarity of the document.
Previous Page/Next Page
Previous and next page navigation
Help
Help/Training
If you click Help/Training, you will be sent to help.dataserv.com
where you can find valuable help articles.
Open A Support Ticket
You can now open a Support Ticket from the Document Viewer using this option.
Click the link for more information How to Submit a Support Ticket
Click the link for more information Document Viewer Help
Document Viewer Settings
Flip Side Panels Functionality
Option to flip the data pane from left to right. This will include the Index Data and the Thumbnail and will be automatically saved. The default will be on the right.
Save Layout
Save the current layout of the document viewer.
Click the link for more information Document Viewer Settings
Document Count
Navigate through the documents that have been loaded into the viewer.
More Fields
Click here to display all the fields in the Index Data.
Less Fields
Click here to display only the fields from the search screen in the Index Data.
History
Select to view audit information.
If you use the Flip Side Panel option, the More Fields/Less Fields and History will move with the Index Data Pane.
Click the link for more information Audit Information
Download File
Suppose you are trying to view a document page that is unable to display in the Document Viewer because it is a non-image or non-PDF and receive the following message: A 'Download File' icon will appear in the Document Viewer Toolbar. Clicking this icon will save the document in your "Documents" folder.
Click the link for more information How to Use the Document Viewer
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