Viewer Pane

The viewer pane is where the document content will be displayed.

Viewing Document

The viewer can be divided into three main areas as the following image:

Toolbar (First Level)

The first level toolbar contains functions related directly to Docufree.

Task	Description
Info Toggle	Toggles the visibility of the Meta Pane.
Document Selectors	If you have opened a group of documents (or if current document has other bound items), they will be available in this area. Use the arrows to view the previous/next document or select one from the dropdown.
Share	Use the three share options to share a file with others. Send a Link Use Secure Email to share a file with anyone with an email address regardless of whether they have access to Docufree. The recipient receives a secure link to the file in an email allowing them to view the document via the Docufree viewer. Secure Email Use Send a Link to share a file with another Docufree user. The recipient receives a notification email with a link to log into Docufree. A link is also placed in their Docufree inbox. They can then access the file from their Docufree inbox and view the document via the Docufree viewer. Request a Meeting Use Request a Meeting to send a meeting request to anyone with an email address regardless of whether they have access to Docufree. The recipient receives a secure link to the file needed for the meeting in an email. Open this link to view the document via the Docufree viewer. They also receive a .VCS file to open and accept the meeting as an appointment within Outlook.
Download	You can download a file in its native format.
Favorites Toggle	You can save files and web links as a Docufree favorite for quick and easy access from Site Tools->Docufree Favorites. Clicking it on a file marked as a favorite will remove the favorite status.
Link Files	Use this button to Link to another open file. This is the way to link files in different locations.
Rename File	If you have access, you can rename a file.
Delete File	If you have access, you can delete a file. Deleted files are automatically moved to the trash bin.
Refresh	Use this button to manually refresh the document view.
Edit	You can view a Microsoft Word, Microsoft Excel, Microsoft PowerPoint, or Html file and modify the file directly using this button. For editing image type files, see Editing Images.
Save to My Tabs	Save this file to the Home tab as a My Tab, making it quickly available when you login.
Request Service	Based on the type of file, you may be able to request OCR or Render service for the current file on-demand.
Add File	You can add a file to the location of the current file using this button. The methods to add a file are Capture Center, Html, Word, Excel, and Powerpoint. Files added through the viewer will be bound to the current file by default.

Toolbar (Second Level)

The second level toolbar contains functions related to viewing current document. The actions here do not modify the file, only changes the current currently viewing page or other view options.

Image type files and rendered files will support being transformed into a pdf view or being printed as you see them in the viewer. This functionality requires a recent version of Adobe Reader.

File Content

The file content area displays the actual document content. For most files this is an image or rendered representation of the document. If the file type is not supported (e.g. a zip file) or has not been rendered, a message will be displayed in-place that tells you the reason and what you can do to view the file.

If there are annotations on the file, they are also displayed here.

Annotation Toolbar

If the document is an image file and you have the proper permission, the annotation toolbar will be displayed. This will allow you to add, modify, and save them along with the current file (the original file is not changed).

Common annotations such as stamp, sticky note, arrow, free text, highlight, redaction are supported. If you use the pdf view options in the viewer (including print), the annotation will also be part of the pdf.

Editing Images

For a supported image type, the viewer can be used to make quick edits on the document if you have the permission to edit the file. To enter into the edit mode, click on the Edit button in the second level toolbar.

Note

Only one person can edit the same document at a time. If another person has the image in edit mode, you will be notified that the file is locked when you click on the Edit button.

Editing Toolbar

The editing toolbar supports splitting, deleting, rotating, and reordering pages. To edit images in the edit mode, first select the pages that you wish to make the modifications. The selected pages will be marked with a red border (see above example). To unselect a page simply click on it again.

Once you have made the correct selection, you can use any of the functions in the edit toolbar to preview your changes. When you are satisfied with the changes just click on the Save button to make the changes permanent.

Note

Splitting a document will create a new file in the current location. The newly created file will be on its own and not associated with the original image.