Document View

Contents

By opening a document its preview is loaded with a specific preview dialog.

The center part of the dialog displays a fitting view of the first page of the document, information and properties are displayed in the collapsible right section.

On the top bar document controls are available:

Info

Image controls apply to the preview only and not to the physical document stored in the repository.

Fit
Fit the document to the current view.

One to One
Enlarge the document to the 100% zoom ratio into the current view.

Zoom In
Zoom In the document into the current view.

Zoom Out
Zoom out the document into the current view.

Rotate Clockwise
Rotate clockwise direction the document by a manner of 45 degrees.

• Rotate Counter Clockwise
Rotate counter clockwise direction the document by a manner of the 45 degrees.

• Page
Displays the current preview page number on the total number of pages of the document.

• Previous page / Next page
Load and display the previous or next page preview of the document.

• Close
Close the current document preview by returning to the Verification documents queue.

• Show/Hide Tools Pane
Collapse or Display the left hand side document tools pane.

• Show/Hide Properties Pane
Collapse or Display the right hand side document properties pane.

In the central part controls for the Verification handling are displayed:

• Approve
Click to approve the current document.

Warning

With this button Variables are not saved automatically, remember to use the Save button before approving.

• Save & Approve
Save automatically any edited variables and then approve the document in one unique action.

Info

This button is displayed according the Verification save behavior setting.

• Reject
Click to reject the current document.

Warning

With this button Variables are not saved automatically, remember to use the Save button before approving.

Info

If a Reject Workflow has been configured this operation will move the rejected document to the target configured Workflow rather than its origin Workflow.

Tools

The left hand side document tools pane displays the available image tools which can be used to apply image modifications on the current document.

The current available tools are the same tools of the Workflow Annotation module. By using the Annotation tools it is possible to apply permanent annotations on the current document.

Warning

Image modifications are not undoable and the document will be permanent modified starting of the current origin Workflow Verification trigger node.

Properties

The right hand side document properties pane displays information and document specific properties (with actions) for the current document.

The upper part reports general information such as:

  • Document name
  • File size in Kilobytes
  • Verification creation date

The bottom part shows all workflow variables with their current value at the time the document hit the Verification trigger node.

For each variable the name as a label and the editable value are displayed. Variables cannot be deleted.

Variables are grouped into Server variables (the first group) and User variable (the second group). Server variables are displayed as default collapsed and they are the general server Variables available for all Workflows. User variables are displayed as default opened and they are all the user Variables created manually by configuration or automatically by processing for the document origin Workflow.

Variable values can be modified here before the document is approved or rejected. When modified the new value will overwrite and replace the current value at this stage.

Warning

Confirm any edited variables by using the Save button above if the Verification save behavior is set to require the button.

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