How To Use The Document Viewer

The Document Viewer is used to access invoices for review.

To access a single invoice, double-click a row within the Search results. 

To view multiple documents, you can highlight various rows (hold down the Ctrl key to select multiple lines) and click the 'Open Selected Documents' icon on the toolbar.

If you want to select all the documents within your Search results, click the 'Select All' icon on the upper left and then click the 'Open Selected Documents' icon to open the Document Viewer.

Selecting more than one document to view will allow you to view individual documents as a group and creates a Document count in the upper left corner of your Document Viewer Toolbar.

The Document count will show the total number of documents you have selected from your search and allow you to move through them using the forward and back arrows.

Please exercise caution when selecting a large number of documents at once, as this may cause latency issues when trying to view them.

For more information Multi-Document Selection

The Document Viewer has six main sections:

1. Document Pane - This is the central part of the window that shows the image of the document.
2. Data Pane—This is the section on the right side of the window that displays the data associated with the document.  It is often referred to as the Index Data or Metadata.
3. Viewer Top Bar—This bar shows error messages and contains the options to Refresh, Save and Update, or Save and Close a document. 
4. Viewer Toolbar - This is the toolbar at the top of the window.  The toolbar contains options for changing the view of the document and other options regarding what you can do with the document.
5. Workflow Options—This is a drop-down menu in the top left corner of the window. It contains the workflow actions that can be applied to the document. The options available depend upon your security group and the stage of the document in the workflow.
6. Thumbnail View - This is the left vertical section of the Document Viewer which displays a thumbnail of each image.

For more detailed information on the different features and functionality of the Document Viewer, please click on: Document Viewer