Getting Started

Welcome to the user manual of eViewer v7 which is a proficient, competent and result-oriented product. This guide has been designed for the users to understand the software with precision and accuracy. So, we recommend you to carefully go through the guide before launching the product, keep it safely and can be accessed readily for future reference.

Overview

eViewer v7 is a powerful, zero footprint HTML5 document viewer for viewing multiple file formats including MS Office (Excel, Word, PPT) TIFF, JPEG, PDF, AFP, MODCA and many others. It is a high-performance document viewing solution that enables users to view documents and images from a desktop or any mobile device within an internet browser or web application.

Supported File Formats

eViewer v7 supports all of the following file formats:

Understanding User Interface

eViewer v7 has a user friendly and intuitive user interface that provides quick access to the user requirements.

Blank eViewer v7

After submitting the viewer URL, this blank eViewer v7 will be displayed.

There are three ways for loading any type of document within eViewer v7 for viewing and manipulation:

• Upload
• Open File
• Scan Document

Upload

User can upload a document through an upload document button located on the right-hand side of the blank eViewer v7.

Click on the button, a dialog box will appear asking for choosing the desired repository from which the document needs to be fetched.

Users can upload the document from:

• File system
• IBM Content Manager 8 repository (CM8)
• OpenText Documentum

1. File system
   File system is the local storage of the computer. User can upload a document simply by selecting file system from the given dropdown list.
   
   As soon as the file system option has been selected, another dialog box will pop up asking for some details which is required for uploading a document. These details are specific and consist of URLs which is necessarily required for the viewer to render the document.
   
   Required information includes-
   • Select User Type: There are three types of user access- normal, super user and view only.
     
   • Document URL: The format of the Document URL format will be:

     <Protocol>://<IPAddress>:<PortNumber>/<ApplicationName>/<FolderName>/<DocumentName>.<DocumentExtension>

   • Annotation URL: This URL will help the viewer to display all the previously saved annotations from the respective xml file.
   • Viewer URL: The format of the Viewer URL will be:

     <Protocol>://<IPAddress>:<PortNumber>/<ApplicationName>

   After entering all the required URLs click on the submit button, then the viewer will render the document in the document viewing area.

2. IBM Content Manager 8 (CM8)
   IBM CM8 provides a readily accessible system of storing and retrieving documents in almost any format. eViewer v7 enhances its functionality by providing flexible uploading of a document from CM8 by simply selecting the CM8 option from the given dropdown list.
   
   As soon as the CM8 option has been selected, another dialog box will pop up asking for some details which is required for uploading the document from the content management system.
   
   Choose file and provide viewer URL in the above format. Username and password are optional fields. After entering all the required URLs click on the submit button, then the viewer will render the document in the document viewing area.
3. OpenText Documentum
   OpenText Documentum is a document management software which store documents like any other ECM. eViewer v7 allows flexible uploading of a document through documentum by simply selecting it from the dropdown list.
   
   As soon as the Documentum option has been selected, another dialog box will appear asking for relevant details for uploading the document from this software.
   
   Choose file and provide viewer URL in the above format. Username and password are optional fields. After entering all the required URLs click on the submit button, then the viewer will render the document in the document viewing area.

Open File

User can open a document by selecting the Open File button located on the top right tab of the “blank” eViewer v7.

On clicking the Open File button, a dialog box will pop up allowing the user to select a document and render it in the viewer.

User can open multiple documents through this open file button, but one at a time..

Scan Document

User can scan the document through a scan document button located on the top right tab of the blank eViewer v7.

Selecting this button, the scanner function activates and starts the scanning process.

eViewer v7 offers multiple options for scanning the document. It comprises of two modes: Duplex and ADF. Users can also adjust the Scan Resolution and Color Scale of the scanned document. Once all the options are selected, press the scan button to begin the process.

eViewer v7 after Document Insertion

This is the main eViewer v7 document viewing area. There are many options on both the sides which includes multiple functionalities. On the left side, there are the Home button options: View, Insert, Annotate, Redact. On the right side, there are document options: page navigation, saving, exporting, printing, and closing.

1. Thumbnail
   The thumbnail window displays a miniature representation of the document pages that helps in easy navigation. The pages of a document can be viewed by clicking on the thumbnail page, and then the selected thumbnail will be open in the document viewing area. The thumbnail which is currently visible in the document viewing area will be highlighted with red color signifying that this page is currently being viewed.
   
   • Thumbnail Resizing
     The thumbnail window can be increased or decreased by dragging the resizing bar. To increase the size of the thumbnail, drag the bar to the right, and to decrease drag the bar to the left. With this user can get a clear preview of the document pages.
     
   • Multiple Page Selection in Thumbnail
     Multiple Page Selection provides functionality to a user for selecting multiple pages in the thumbnail view area using the Control (Ctrl) or Shift keys to perform various functions.
     
     Control key: The user can select individual pages of the document one at a time within the thumbnail view area.
     Shift key: The user can select an array of pages at a time. For example, selecting the thumbnails for pages 5 to 10 of the document.
     Right Click Menu Options: When the user right clicks on the selected pages, the following menu is displayed:
     
     Print and Export Selected Thumbnails: To print or export the pages of the selected thumbnails, please follow these steps:
     • Click User Options > Print or Export, for printing and exporting a document from the regular viewer menu.
       
     • An option, “Selected pages” is available and selected by default in the print and export document dialog boxes.
       
       This indicates that only the highlighted pages in the thumbnail view area will be printed or exported.
   • Thumbnail Zoom Controls
     This functionality allows users to change the size of the thumbnails of the document in the panel. In the thumbnail panel, users can choose from Small (S), Medium (M), or Large (L) options for increasing or decreasing the size of the thumbnail pages.
     
     If the user closes and reopens the document, the thumbnail zoom controls revert to the set default size.
   • Floating Thumbnail Panel
     eViewer has a floating thumbnail panel that enables users to move the thumbnail panel around eViewer’s document window.
     The following steps are how to move the thumbnail panel:
     1. Click Floating Thumbnail icon in the thumbnail panel.
        
     2. Click and hold the left mouse button.
     3. While holding the mouse button, drag the thumbnail panel to the desired position in the viewer.
     4. Once the thumbnail panel is set to the desired position, release the mouse button to drop the panel in its new location.
     5. Click Floating Thumbnail icon again to return the panel to the default position.
   • Thumbnail Alignment
     eViewer provides various thumbnail panel alignment options such as “top”, “bottom”, “left side”, and “right side” in the viewer’s application window. To change the alignment of the thumbnail panel, follow these steps:
     1. Click User Options on the top right side of the viewer.
        
     2. Click Preferences > General Preferences > Switch Thumbnail Preferences. Choose from the following provided options.
        
     3. Click Save.
     • Horizontal Thumbnail Alignment
       User can shift the thumbnail toolbar to the top and bottom side of the viewer.

       Top Side Thumbnail Alignment

       

       Bottom Side Thumbnail Alignment

       

     • Vertical Thumbnail Alignment

       User can shift the thumbnail toolbar to the left side and right side of the viewer.

       Left Side Thumbnail Alignment

       

       Right Side Thumbnail Alignment

       

2. Document Navigation
   User can easily navigate between all the documents that are loaded in eViewer v7.
   
   By selecting the Documents button, users will be able to see all the documents currently being displayed in the viewer in thumbnail form. The selected document thumbnail gets highlighted with red color signifying that this document is currently being viewed in the document viewing area. The user can switch between documents by clicking on the desired thumbnail.
   
3. Page Navigation
   Page navigation helps the user to easily traverse among the pages of the document.
   
   1. Previous Page
      It will render the previous page of the selected page of the document.
      
   2. Go To Page
      It will render the page according to the page number provided by the user.
      
   3. Total Pages
      It will show the total number of pages of the selected document.
      
   4. Next Page
      It will render the next page of the selected page of the document.
      

Home Buttons

The Home functions include of the following: Hide Thumbnails, Pan, Zoom, Rotation, and Image Scaling Functions.

Describing each option with their individual functionalities:

1. Hide Thumbnails
   This feature will hide the thumbnails side bar.
   
   After hiding thumbnail, the user interface will look like the following:
   
2. Panning
   Panning is by default activated and helps the user move the zoomed areas of the document into the document window for viewing.
   
3. Page Zoom
   1. Zoom In
      It will increase the magnification level of the page.
      
   2. Zoom Out
      It will decrease the magnification level of the page.
      
4. Page Rotation
   Rotation provides the abilty to rotate a page of the document in the clockwise direction.
   
5. Page Scaling Options
   The available page scaling options help the user to view the pages in different scale level options for the document’s viewing area.
   1. Fit to Window
      It will resize the document to fit entirely in the window.
      
   2. Fit to Width
      It will resize the document to fit in the width of the window.
      
   3. Actual Size
      Actual size view will reset the original zoom level of the document in the viewer window and the document level will be set to fit according to the actual height and width within the document viewing window.
      

View Tab

The View tab contains the functions for Split Document, Undo Split, Invert, Copy To Clipboard, Thumbnail and Normal View, Side By Side View, Text Search, and Select Text.

1. Split Document
   eViewer v7 provides a feature of splitting the document into separate documents. Split can divide the document from the selected page number and make another document from those splitting pages.
   By selecting on the Split Document button, the document is split up into two documents.
   
   Users can split a document from any desired page except the first one. It will provide the following alert if split has been applied on first page of the document.
   
   Splitting can be initiated from Page 2 or later of the document. This means that starting from that page, the pages have been removed from the original document and a new document is formed from that page till the last page of the document, by default, named as Group1.
   For instance, the original document (Sample Document) contains only Page 1.
   
   The new split document (Group1) contains all the pages starting from Page 2.
   
   Users can perform this operation many times on a single document until the last page.
2. Undo Split
   Undo Split works only after the split functionality has been used and reverses the splitting changes.
   
   After performing undo, the split changes made to the original document will be undone taking the document back to its previous state and the new split document will be automatically deleted. This can be only be used until the documents are saved.
   It can be applied only once at a time on the new document after splitting otherwise it will provide an alert.
   
3. Invert
   When the user clicks on the invert the background of the current page changes into black/white color which makes the text clearly visible.
   
4. Copy To Clipboard
   It allows the user to copy the current image from a document and save it to the viewer’s clipboard.
   
   When the user clicks Copy To Clipboard, the current document image is copied.
   
   User can simply paste the image outside of the eViewer 7.
   
5. Thumbnail and Normal View
   For easy and quick navigation among the pages of a document, eViewer v7 provides Thumbnail View, which displays all the pages of a document as tiles in the document viewing area.
   
   Users can traverse the pages and the selected page will be highlighted with different border color. To open the desired page, the user will double click the particular page, and it will be rendered in the viewer.
   
   To get back to the standard view of eViewer is by clicking the “Normal View” button.
   
6. Side by Side View
   Side by Side View is an advanced feature of the eViewer v7. It facilitates the functionality for viewing multiple documents. It will provide the accessibility to the user to view and compare more than one document at a time. When the user clicks on side-by-side view button, a new tab will be generated.
   
   The selected side will be highlighted to reveal that it is currently active. Both the views will have their own respective scroll bars.
   
7. Text Search
   Text Search enables searching text across the currently “in view” document, and all other documents rendered in the viewer. This functionality will be available for text-based documents.
   
   In the Search Document field, the user will provide the text to search within the documents. In this panel, three options are provided which the user can choose from.
   • Current File: Searches the text in the current opened file in the viewer. By default, this option is selected.
   • All Files: Searches the text in all opened files in the viewer.
   • Selected Files: Enables the user can select multiple documents from a dropdown list to search the text for. A drop-down window will appear to display the list of currently rendered documents for the user to select from.

   

   1. Advanced Search
      eViewer 7 provides the user with advanced searching functionalities.
      
      • Whole word restricts the search to the word only. These words are separated by a space.
      • Case sensitive is used to search only for those words that match the word exactly the same as typed in the text box while checking for the capitalization of characters.
      • Include Annotations enables users to search text to include text withing the document’s annotations.

   Review Search Results
   The text search results will display based on the selected options. If an annotation is found, the annotation icon will appear along with the result.

   The searched text will also be highlighted throughout the documents, and by clicking on the search results in the result panel, the user will be redirected to the documents and pages where the search text is found.
   
   The user can navigate through the search results and review each occurrence by using the “Next” and “Previous” buttons to move between results.
   
   Searching in case of multiple documents, users will be able to expand/collapse the search results by clicking on the document name.

   If the user has multiple documents open in eViewer and selects a search result for a document that is not currently in view, eViewer will switch the focus from the current document to the document where the search result is found and bring it into the focus.

8. Select Text
   Select Text allows the user to select the text from the document.
   
   The selected text can be copied by ctrl+c and it can be pasted outside the eViewer 7.
   

Insert Tab

Insert tab provides features for page editing tools, add checkpoints, append document, setting up watermark, snipping tool, and crop page.

1. Page Editing Tools
   1. Cut Page
      It will Cut the selected page from the document.
      
      The viewer will display a confirmation pop up showing that the cut operation has been successfully implemented on the desired page with the page number.
      
   2. Copy Page
      It will Copy the selected page and will be available on the Windows “clipboard”.
      
      The viewer will display a confirmation pop up showing that the copy operation has been successfully copied with the desired page to the clipboard.
      
   3. Paste Page
      It will Paste the copied page or cut page next to the selected page.
      
      If the page is not copied or cut successfully, then it will provide an alert for copying page first.
      
      The viewer will display a confirmation pop up showing that the paste operation has been successfully pasted the desired page, which is copied from the clipboard and also mentioned in the pop-up box.
      
   4. Delete Page
      It will delete the current page being viewed by the user from the document.
      
      The viewer will display a confirmation pop up showing that the delete operation has been successfully deleted the desired page.
      
2. Checkpoint
   Checkpoint is a feature that enable users to add comments to an area of interest of the document.
   
   To use, click and drag diagonally on the screen and release the mouse button once the desired area is highlighted, the dialog box will appear over the screen.
   
   Provide the title and comments in their respective fields and then click “Save”.
   
   Users can change the color, delete it, view the comments, and link comments of Checkpoints by right clicking on the Checkpoint.
   
   

   Example, the checkpoint shown in the color red.

   Link Checkpoint
   User can link the checkpoint by right clicking on it, and a dialog box appears. Click on the link button.
   
   Enter the URL to link the checkpoint to or the page number to jump to the particular page within the document and click link. The checkpoint is linked successfully.
   
   For deleting the checkpoint link, the user has to right click on the checkpoint. This dialog box will appear with a remove link button in it.
   
   View Checkpoint Comments
   eViewer v7 provides the ability to view all the comments using the Comment button that is located on the top right panel of the viewer.
   
   All the comments will be displayed sequentially. These comments include the miniature representation of the checkpoint, the page number on which checkpoint is being drawn, the username with the date and time of the checkpoint. Users can also write comment.
   
   Users can make notes and communicate using further replies.
   
   These comments and replies can be edited and deleted using the “shish-kabob” (…) menu.
   
   There are certain verification options for each checkpoint comment. By default, all the comments are set as null.
   

3. Append Document
   Append Document enable users to add pages to the original document from another document.
   
   Clicking on the Append Document button, a pop-up box will appear on the screen to choose the document which the user wants to append. Suppose the user wants to add a document named Sample Page.pdf in the document.
   
   After selecting the Sample Page.pdf document, in this case after page 1, it will be appended in between Page 1 and Page 3 of the original document Sample Document with the increase in the total number of pages from 10 to 11.
   
4. Watermark
   Watermark feature provides the ability to apply watermarks to the document.
   
   Watermarks are text or pictures that appear in front of the document text. They often identify the document status, such as marking a document as a Draft, Confidential, and Urgent. eViewer v7 provides a list of standard watermarks, or the user can create their own custom watermark.
   
   1. Predefined Watermarks
      There are four predefined watermarks in eViewer v7:
      
      These predefined watermark text can be readily selected from the given list and can be placed on the document.
   2. Custom Edits
      Custom edits are used to insert different types of watermark texts according to the requirements.
      
      For example:
      • Select “Date or Time”, the watermark will be the exact date or time of applying the watermark to the document.
      • Select “Page Number”, the watermark will be the page number for every page of the document.
      • Select “Total Pages”, the watermark will be the total page count of the document and applied on every page of the document.
      • Select “Document Name”, the watermark will be the name of the document applied on every page of the document.
   3. Save Watermark
      To save the custom watermark.
      
   4. Name
      Enter the name of the custom watermark and click save. The watermark is added to the custom watermark list.
      
   5. Style
      Style signifies the look of the watermark in the document, as described below. By default, the left most design option is selected.
      
   6. Position
      Position function will allow the user to align watermark to the page. It may be left, center or right, by default, it is on the left side.
      
   7. Opacity
      Opacity function will allow the user to select the opacity of the watermark. By default, it is transparent.
      
   8. Fit To
      Fit To allows the user to select the scale of the watermark according to the document. By default, it is 100%.
      
   9. Font
      Font allows the user to select the font used for the text of the watermark. By default, it is courier type.
      
   10. Preview
       Preview of the watermark after setting all the above-mentioned features, but before finalizing it.
       
   11. Page Limit
       Page Limit have following options:
       • All Pages: All the pages of a document will be watermarked. By default, it is selected.
         
       • Page Range: User provides the page range (“from page number” to “to page number”), for example 1-2.
         
       • Current Page: Applying the watermark only to the page in viewing window of the viewer.
         
   12. Apply
       After configuring all the styling features of the watermark, the user needs to click on “Apply Watermark” button for creating the watermark on the document.
       
       Applying a Watermark:
       
       Watermark is marked on the document as per the above settings.
       
       1. Delete
          Once the watermark has been created and applied to the document can be deleted by selecting the created watermark annotation and then selecting the “Delete” button.
          
5. Snipping Tool
   In the viewer, users can snip a selected area of the current page from the document using the Snipping Tool feature located in the Insert menu.
   
   To snip an area of a document, follow these steps:
   1. Open the document and select the Snipping Tool button.
   2. Click and hold on an outer point of the desired capture area on the document, then drag diagonally to select the specific portion of the page in the document that needs to be snipped.

      A rectangle outline appears over the page.
      

   3. Release the mouse button. Anything inside the rectangle box will be copied into the viewer’s clipboard and can be pasted into the current document, another document, or creating a new document within the viewer.

      When the area gets snipped, the viewer will display a confirmation pop-up:
      

6. Crop Page
   The Crop Page feature allows users to remove unnecessary portions of the pages from the document.
   
   To crop pages in a document, follow these steps:
   1. Select Crop Page.
   2. Click and hold on outer point of the area of the page that needs to be cropped, and drag diagonally the mouse pointer over the specific portion of the page in the document to encompass the entire area.
   3. Release the mouse button, the selected area will be outlined and shown on the page.
      
      A dialog box will appear which consists of the following options to crop the pages as needed:
      • All: This option allows the user to crop all pages of a document.
      • Current Page: When only the current page of the document needs to be cropped. By default, it is selected.
      • Specific Page: Enables the user to provide a single page or a range of pages to crop the area.

      
      Crop Dimensions
      Crop dimensions provides and enables the user to provide specific measurements for the area that needs to be cropped.
      Cancel
      To cancel cropping, Click Cancel > OK, all the modifications that the user has done on the pages will be removed.
      

   4. After confirming all the options, Click Apply. The viewer will display a pop-up window confirming that the selected page will be cropped.
      
   5. Click OK. The selected area inside of the rectangle box will be retained, and the rest will be removed.
      

Annotate Tab

The Annotate tab consists of several annotations options available to users to apply to the document.

Annotations are comments, notes, markups, explanations and other types of external remarks that can be added to a specific part of the document. These annotations are defined to highlight, explain, or bring attention to a particular area in the document.

eViewer v7 provides various tools to enable users for providing notes and adding comments to the document, and help them to collaborate with others. Additionally, it provides the ability to add digital stamps, and other useful markups to make the viewer an ideal solution for a business workflow environment.

Users can add comments to every annotation and these comments can be approved, rejected, cancelled, completed or cleared by other users. To every comment, additional replies can be posted, edited and deleted.

Annotation markups are saved as annotation data that is stored in a separate XML file. When an annotation for a document is created, an XML file with the same name as the document name is created in the current directory. The annotations can also be printed with the document if desired.

The Annotate tab contains all the available annotation tools for eViewer: line, arrow, circle, rectangle, pen, highlight, text, stamp, polyline, polygon, cloud, sticky note, and action button. It also provides the function for hiding these annotations on the document if desired.

1. Line Annotation
   The Line annotation tool provides the user with the ability to draw lines.
   
   The user can create a line by clicking where the line to begin, and drag the cursor to the place where it should end, then release the mouse button.
   
   User can edit the properties of annotation by right clicking on the annotation. Set the border (line) color, adjust the opacity, and set the border (line) width of the line.
   
2. Arrow Annotation
   The Arrow annotation tool allows the user to place an arrow on the document.
   
   The user can create an arrow by clicking and dragging diagonally, then release the mouse button.
   
   User can edit the properties of annotation by right clicking on the annotation. Set the border color, adjust the opacity, and set the border width of the arrow.
   
3. Circle Annotation
   The Circle annotation tool allows the user to place a circle on the document.
   
   The user can create a circle by clicking and dragging the cursor on the screen, then release the mouse button.
   
   User can edit the properties of annotation by right clicking on the annotation.
   
   Set the border color, set the border width, fill the background color, and adjust the opacity of the circle.
4. Rectangle Annotation
   The Rectangle annotation tool allows the user to place a rectangle on the document.
   
   The user can create a rectangle by clicking and dragging the cursor on the screen, then release the mouse button.
   
   User can edit the properties of annotation by right clicking on the annotation.
   
   Set the border color, set the border width, fill the background color, and adjust the opacity of the rectangle.
5. Pen Annotation
   The Pen annotation tool enables users to draw freehand lines on the document.
   
   The user can create a freehand line(s) by clicking on the screen and dragging the cursor. It will follow the moves, so release the mouse button to end the drawing.
   
   User can edit the properties of annotation by right clicking on the annotation. Set the border color, adjust the opacity, and set the border width of the freehand lines.
   
6. Highlight Annotation
   The Highlight annotation tool provides the ability to highlight text or areas of the document.
   
   The user can highlight by clicking and dragging diagonally on the screen, then release the mouse button.
   
   User can edit the properties of annotation by right clicking on the annotation.
   
   Fill the background color and adjust the opacity of the highlighted area.
7. Text Annotation
   The Text annotation tool allows the user to write text within the textbox on a page of the document.
   
   User can create text annotations by clicking and dragging diagonally on the screen where they would like the text to be placed, then release the mouse button. To type, double click on the textbox and a cursor will appear enabling them to add text. By click anywhere outside the box, the writing capabilities will end and the text will be finalized. To edit the text, double click on the textbox again.

   The text box can be repositioned by dragging the box border and the size of the text box can be adjusted by dragging the selection handles.
   
   User can edit the properties of text annotation by selecting and right click on the annotation.

   Set the border color, set the border width, fill the background color, adjust the opacity, choose the text color, set the font size and select the font style of the text.
   
   Example: After making these modifications to the properties, the text annotation will look like:
   

8. Stamp Annotation
   The Stamp annotation tool is used to place a stamp on the document.
   
   The Stamp annotation provides the ability to add wide variety of images or text stamps anywhere on the document that available out-of-the-box of predefined stamps or custom made by the user or company/organization.
   
   1. Predefined Stamps
      There are various predefined stamps in eViewer v7:
      
      These predefined stamps can be placed on the document and the user can move the annotation anywhere on the document, and adjust the size of it.
      
      For deleting the annotation, user has to right click on the stamp annotation in the document. A pop-up dialog box will appear with a Delete button in it.
      
   2. Add Stamps
      For creating new stamp, click on the Add Stamp button, a dialog box will appear. Two types of stamps that can be created, Text and Image.
      a) Text Stamps
      Users can create any text stamp by selecting the Text Stamp in the dialog box and write the desired text in the provided text field. Stamp Preview will show what the annotation will look like.
      
      User can edit the properties of annotation by right clicking on the annotation.
      
      Set the border color, set the border width, fill the background color, choose the text color, set the font size and select the font style of the text stamp.
      b) Image Stamps
      Users can create an image stamp by selecting the Image Stamp in the dialog box and then choose the desired image from their device. The Stamp Preview area will show the preview of the stamp that is being created.
      
      User can adjust the width and height of the image while creating the image stamp. eViewer v7 recommends the user to keep the size to no more than 250 pixels, otherwise it will provide an alert.
      
9. Polyline Annotation
   The Polyline annotation tool enable users to draw a series of connected lines to form a shape on the document.
   
   Users can create a polyline by click, release and the moving the mouse across the document to create the line. Click the mouse button to fix each point of the line.

   A polyline can have multiple edges, so the user has to double-click to finalize when they are done drawing.
   
   User can edit the properties of annotation by right clicking on the annotation.
   
   Set the border color, adjust the opacity, and set the border width of the polylines.

10. Polygon Annotation
    The Polygon annotation tool provides users with the ability to draw closed polygon on the document.
    
    Users can create a polygon by click, release, and the moving the mouse across the document to create the line. Click the mouse button to fix each point of the line. Users will have to double-click to finalize when they are done drawing and the shape will close to make a polygon.
    
    User can edit the properties of annotation by right clicking on the annotation.
    
    Set the border color, set the border width, fill the background color, and adjust the opacity of the polygon.
11. Cloud Annotation
    The Cloud annotation tool is like a closed polygon with curved (cloud) lines drawn on the document.
    
    Users can create a cloud annotation by click, release, and the moving the mouse across the document to create the cloud line. Click the mouse button to fix each point. The user has to double-click to finalize when they are done drawing the cloud and it will complete the enclosed shape.
    
    User can edit the properties of annotation by right clicking on the annotation.
    
    Set the border color, adjust the opacity, and set the border width of the cloud lines.
12. Sticky Note
    The sticky note is a collaborative annotation that places a sticky note with comments on the document for further review by other users.
    
    Place the sticky note on the document.
    
    After placing the sticky note, the comment to the sticky note will be visible and editable in the right side panel of the viewer.
    
    To learn more about Adding Annotation Comments, please refer to this relevant information.
13. Action Button Annotation
    The Action Button annotation tool inserts an button on the document to launch a predefined action when clicked on by a user. Each action script can only be created by an Admin user for use throughout the organization.
    
    
    User can edit the properties of the action button by right clicking on the annotation.
    
    Fill the background color, adjust the opacity, choose the text color, and select the action script of the button.
14. Adding Annotation Comments
    With every annotation, there can be a respective comment to the right side of the document viewing area.
    
    These comments include the miniature representation of the annotation type, the page number on which annotation is being drawn, the username with the date and time of the annotation. Users can also write comment.
    
    Users can mark reply to the comment.
    
    Users can make notes and communicate using further replies.
    
    These comments and replies can be edited and deleted by accessing them via the meatball menu (three horizontal dots).
    
    Every annotation has a relevant annotation comment. If there are multiple annotations in the document, then there will be a separate annotation comment for each drawing, and that comment can be easily differentiated.
    There are certain verification options for each annotation comment. By default, all the comments are mentioned as clear.
    
    1. Accepted
       
    2. Rejected
       
    3. Cancelled
       
    4. Completed
       
    5. Clear
       

    View Annotation Comments
    eViewer v7 provides the ability to view all the annotation comments using the Comments button that is located on the top right panel of the viewer.
    
    Users can view, edit, verify and delete them.
    

15. Hide / Show Annotation
    This function provides the user with the option toggle the annotations and their comments to be visible or not.
    By default, the annotations are visible (show) in the document.
    
    When the user clicks on the Hide Annotations button, all the annotations as well as the respective comments will be hidden from view in the document.
    
    When the user clicks on the Show Annotation button, all the annotations as well as the respective comments will be visible in the document.
    
16. Linked Annotation
    Users can turn any annotation into a “linked” object by right clicking on the annotation, a dialog box appears, and selecting the link button.
    
    Enter the URL hyberlink or page number for jumping into the particular page within the document and click Link.
    
    For deleting the annotation link, right click on the annotation. The dialog box will appear with a remove link button and by selecting it, the link will be deleted.
    
17. Search Annotation
    By default, annotations content can be searched in the Text Search tab. It searches the text in the document and within annotations. The search result displays both results. For annotation search results, it displays an annotation shape icon to the user.
    
    To search only annotations a new checkbox is introduced. When the user clicks on Only Annotations, this will redirect to the annotation shape and comment.
    

Redact

Documents can contain several different types of confidential information with categories like Names, Social Security Numbers, Account Numbers, Date of Births, Passport Numbers, and more. eViewer v7 provides redaction features that makes the securing these types of data easy.

From the Redact tab, there are a number of redaction functions available: Redact Text, Search & Redact, Redact Area, Smart Redaction, Clear Redaction, Redact Page, and Redact View Mode.

An option to un-redact the document is may be available based on user permissions.
A parameter Select User Type defines the type of user when the viewer is initiated.
There are three types of user access: Normal, Super User, and View Only.

• NORMAL: If the user type is set to Normal, then the redaction annotations created or modified by the current user can be un-redacted while redactions made by other users remain redacted.
• SUPER USER: If the user type is Super_User, then the entire document can be un-redacted and the document has re-rendered with all the redaction annotations displayed editable in transparent grey mode. The Super_User can edit and see through the redactions.
• VIEW ONLY: If the user type is View_Only, then the user is not able to un-redact the document.

Once un-redacted, the user can resize or remove the existing redactions and then save it to redact again. Exporting or printing the document produces redacted version of the document.

1. Redact Text
   The Redact Text function enables the user to select and redact secions of text quickly.
   
   The user can select single or multiple lines of the text to redact.
   
   There are many predefined redaction reason tags to describe the use/reason for the redaction.
   
   The selected text is completely redacted from the document. When the user’s mouse hovers overs the redacted area, it will display the redaction details.
   
2. Search & Redact
   Search & Redact enable users to search for specific word(s) throughout all documents rendered in the viewer, if desired, and then apply the redaction on the word(s) matching the search term.
   
   In this panel, three options are provided which users can choose from:
   • Current File: Search and redact the text in the current opened file in the viewer. By default, this option is selected.
   • All Files: Search and redact the text in all opened files in the viewer.
   • Selected Files: Enables the user can select multiple documents from a dropdown list to search and redact the text for. A drop-down window will appear to display the list of currently rendered documents for the user to select from.

   
   In the search bar, the user will provide the word to search and redact within the documents.
   
   eViewer provide users with redacting functionalities of the Whole word and Case sensitive redaction abilities.

   • Redacting a word with a Whole word means that it restricts the search and redacts to the word only. These words are separated by a space from both ends.
   • Redacting a word with Case sensitive is used to search and redact only for those words that match the word exactly the same as typed in the text box while checking for the capitalization of the alphabets.
   • When the Select All option is unchecked, users can view individual results by selecting each page result instead of all results at once. By default, this option is selected.

   When searching and redacting the text, the user must choose any one of the predefined Redact Tags to define the use/reason for the redaction.
   
   Review Search Results
   The searched text will be redacted in the document based on selected options. By clicking on the results in the result panel, the user will be redirected to the documents and pages where the search text is found.
   
   The user can navigate through the search results and review each occurrence by using the “Next” and “Previous” buttons to move between results.
   

3. Redact Area
   Redactions can be drawn on the document using the Redact Area function.
   
   Users click and drag the mouse to apply redaction over the desired area, then release the mouse button to finalize it.
   
   There are many predefined redact reason tags to describe the use/reason for the redaction.
   
   When the user’s mouse hovers the redact area, it will display the redaction details.
   
4. Smart Redaction
   Smart Redaction enable users to choose from the predefined redaction data categories. The viewer automatically detects the data type, based on the selected option, within the document and perform redaction on that data type.
   
   Selecting Smart Redaction function, a dialog box will appear which containing options for data type redaction. Select the desired options for data to redact, and click Ok.
   
   Select the predefined redact reason tags to define the use/reason for the redaction.
   
   The selected area has now been redacted.
5. Clear Redaction
   Clear Redaction will remove all the redactions from the document.
   
6. Redact Page
   The Redact Page function enable users to redact entire page(s) of the document.
   
   To use, click Redact Page button when viewing the page needed to be redacted and choose from a predefined redaction reason tag if required. Once the desired page(s) are redacted, save the file and the document will be permanently redacted.
   
7. Redact View Mode
   Redact View Mode allows the user to view all the redactions at once. Users can edit or unredact these redactions based on their level of permissions (explained above).
   

Digital Signature

A digital signature is an electronic form of a signature accessible by the Signature tab on the main viewer ribbon.

Two main features of the Digital Signature function:

• Creating Signature Fields for signing
• Signing document

1. Creating Signature Fields
   Users can create digital signature fields anywhere in the document by selecting the Add Signature button icon. A new signature field can be created on a document by simply dragging and dropping the field to the desired location on the document. Users can create multiple digital signature fields on the document.
2. Signing Document
   eViewer presents users with their existing saved signature (if available). User can choose to add their name, current date and their field labels using the checkboxes. Choose the signature and click Apply.
   
   If an existing signature is not available, then a popup window appears having the option to create a new digital signature (via draw, type, or upload options, which can be saved for that user for later use). eViewer provides three color options for designing a signature via drawing or typing. Users can also append the name, date, and labels in the signature by selecting the checkboxes.
   
   • Draw a Digital Signature
     Users can draw the desired signature either by touch or their mouse. The viewer allows the user to set the color of the signature of either black, blue, or red. Click on Create to create the signature, preview it, and then click Apply to attach the signature to the document. If the user requires changes to the signature, then click Cancel and restart the draw signature process.
     
   • Type a Digital Signature
     To type a signature, a textbox appears for users to enter the desired signature text as their signature. Users are able to select the desired font and color, and the signature text is automatically updated. Click on Create, preview it, and then click Apply to add the signature to the document.
     
   • Upload Digital Signature Image
     To use an existing image as a signature, the user can upload the image via the Upload section in the window and provide the image file to be used as a signature. Once the image is uploaded, click Create, and the user can preview the image and the add the signature to the document.
     
3. Sign Document with existing Signing Fields
   The Signature Panel displays the details of the empty signature fields presented in the document. User can select a particular field and sign the document in existing signing fields.
   
   Digital Certificate ID
   A digital signature can be validated by attaching a digital certificate to the signature. If the user has already added a digital certificate ID to eViewer, select the appropriate digital certificate, enter the digital ID pin or password, and click Apply.
   
   The user can import a digital certificate by selecting configure new digital id. A pop window will appear to add a digital certificate ID file, supports PFX or P12 versions. Click on Browse to find the certificate file and enter the digital ID password. User can select to make this certificate the default. Click Continue to upload the digital certificate to eViewer.
   
   The details of the imported certificate name, issued by, and expiration time appear. Click Apply.
   
   Once applied, the signature is embedded in the document successfully.
   
   Signature Panel
   A digital certificate is applied on signature fields after applying the digital signature, validating them such that any modifications to the document and/or signature will invalidate the document. Whenever the user opens a signed PDF document, eViewer will detect whether the document includes digital signatures or not.
   The Signature Panel displays the details of the digital certificate applied to the document as well as the date, type, and time of the signature. In the event the digital certificate is expired or tampered with, it displays it in the signature panel as invalid or no longer valid, and the reasons for an invalid certificate, and any errors. The signature panel details can be accessible in the left panel adjacent to document thumbnails.
   Document Lock
   eViewer v7 provides the ability to lock the document to protect the integrity of the document and digital signatures after all parties have signed. When the user selects the Lock document option and clicks Apply, the document will be locked and can be viewed in read-only mode. Neither annotations nor signatures can be added to the locked document. If a document has existing signing fields that have not been signed, this option will be unavailable until all signing fields are complete.
   
   If the Lock document option is unchecked, then the user will allow drawing annotations as well as adding signatures.

Speech Synthesis

eViewer’s speech synthesis feature provides users with a greater level of accessibility of documents by vocally transcribe text on the current page of the document. It is located to the right of the digital signature tab. It includes these functions:

• Previous Page: The user can traverse to the previous page to listen to that page.
  
• Play: Vocally transcribe the text on the current page.
  
• Pause: Pause vocally transcribing text and holds the point in the document to enable the user to restart from that point.
  
• Stop: This stops the transcription function.
  
• Next Page: The user can traverse to the next page of the document for verbal transcription.
  
• Playback Speed: For controlling the speed of the audio.
  

The following speed options are available to the user:

Document Compare

In eViewer, users can compare two document versions side by side. Accessing these features is located under the Compare tab.

To compare documents, follow these steps:

1. Go to the Compare tab.
   
2. Click Compare Documents and a pop-up window will appear.
   
3. Select the documents for comparison from the dropdown list. The dropdown menu will show up the list of all rendered documents in the viewer.
   
   Settings:
   Users can select the initial comparison parameter settings for the document comparison session. These include selecting the page range for comparison of the documents, by default all pages would be compared, and which types of data they want to compare such as Text, Image, Graphics, and Annotations.

   Describing each below:

   • Text: It will compare and highlight differences in textual content between two documents.
   • Image: It will compare images between two documents to identify alterations or differences in visual elements.
   • Graphics: Graphics comparison facilitates assessing changes in diagrams, charts, or other visual representations between two documents.
   • Annotations: It will compare the differences between the annotations made on both documents.

   The user can select one or all options and Save the selection.
   

4. Click Compare to initiate the document comparison process.

eViewer will analyze the selected documents, highlight the details between them, and display the comparison results.

Comparison Result Window:
It provides a consolidated overview of the differences between the two documents.

Previous/Next:
The next and previous page buttons allow users to navigate between pages to view identified differences in both documents. Clicking on the result will navigate the user to the page where changes occurred.

Filter:
Click Filter, and choose the type of differences of comparison data to highlight in the documents.

Legend:
It will indicate the specific type and color of a data difference (deleted, inserted, or replaced).

Sync Scrolling:
Click Sync Scrolling, to synchronize the changes made to a document and reflected in the other document such as page scrolling, zoom-in and zoom-out, and page scaling options (Fit to Window, Fit to Width, and Actual Size).

When the user starts the sync scrolling, the viewer will display a confirmation pop-up showing that the sync operation has started successfully.

When the user stops the sync scrolling, a pop-up shows that the sync operation has stopped.

Close Compare Documents:
Once the user has completed the document comparison, close the comparison view to return to the normal document view.

Compare Panel:
Click Compare Panel, to show or hide the comparison results.

By default, the comparison results panel is displayed in the viewer.

App Bar of eViewer v7

The app bar of eViewer consists of the following functions: Options, Close Current File, Close All Files, Comments (annotation / checkpoints), Metadata, User Preferences, and Version Info.

1. Options
   Options comprises of the following functions: Insert Document, Save, New Document, Print Document, Export Document, and Download.
   
   Insert Document
   Users can insert additional documents in the viewer by selecting the Insert Document.
   
   A dialog box will pop up that provides the option to select a document to insert into the viewer.
   
   Save Document
   Save document will store all modifications and additions in the document.
   
   The documents are saved as PDF or TIFF file formats, and the relevant annotations information will be saved in JSON format.
   New Document
   New Document generates a blank PDF document in eViewer.
   
   A blank document with no pages will be open in the document viewer area.
   
   Print Document
   eViewer v7 provides the function to print documents from the viewer.
   
   For printing a document, select Print Document, a dialog box will appear in the viewer which will show various options for printing the document.
   
   Users can print the document using normal printing options or the Advanced Print option, which merges multiple pages of the same or different documents to make a new one.
   1. Standard Print Functions
      Print document dialog box consist of the following options:
      • All Pages: All Pages prints all the pages of a document. By default, it is selected.
        
      • Current Page: Current Page prints onle the page visible in the document viewing area of the viewer.
        
      • Selected Pages: Selected Pages prints the pages that are selected in the thumbnail panel.
        
      • All Documents: All Documents prints of all documents which are opened in the viewer.
        
      • Page Range: Page Range prints the inputed array of from page number to to page number, for instance 1-4 will print pages 1, 2, 3, 4. Users can also provide a single page number instead of the range, like 3.
        
      • Include Annotation: If users want to print the annotations along with the document, then include annotations checkbox needs to be selected, and by default it is checked. Users can uncheck it if there is no requirement for any annotations to be printed.
        
      • Include Watermark: If users wants to print the watermark along with the document, then include watermark checkbox needs to be selected, and by default it is checked. Users can uncheck it if there is no requirement for any watermark printed.
        
   2. Advanced Print
      eViewer offers an Advanced print feature that allow users to print pages from multiple documents simultaneously. With this feature, users can create their custom print task list to select all or a specific range of pages from different documents and print them in just one go.
      
      Advanced print document feature consists of the following options:
      • Document List: A dropdown list of all those documents which are currently open in eViewer v7.
        
      • All Pages: All Pages means a series of all the pages of a document without any manipulation. This option is by default selected.
        
      • Page Range: Page Range means an array of ‘from page number’ to ‘to page number’. User can also provide a single page number instead of the range.
        
      • Add: Add button will add the combination of selected document from the dropdown list, their respective choice regarding all pages or page range, and add them to the list for printing the document.
        
        After adding the pages from various documents which are being rendered in eViewer, as shown below:
        
      • Remove: Remove button will delete all the information about those pages which has been added previously for printing the document.
        
        After selecting the desired row and click on Remove button, that row will be deleted from the given list.
        
      • Print Button: As soon as the user clicks on the Print button, the document will be printed fulfilling all the above requirements.
        

   Export Document
   eViewer v7 provides the feature to download the document to the user’s workstation.
   
   For exporting a document, click on the Export Document option, a dialog box will open in the viewer, which will show various options for exporting the document as per the user’s choice.
   

   1. Standard Export
      Export document dialog box consist of the following options:
      • Document Name: Provide the Document Name for the name of the final exported document.
        
      • All Pages: All Pages of a document will be exported. By default, it is selected.
        
      • Current Page: The Current Page which is currently in view in the document viewing area of the viewer will be exported.
        
      • Selected Pages: The Selected Pages in the thumbnail panel will be exported.
        
      • All Documents: All Documents rendered in the viewer will be exported.
        
      • Page Range: The provided Page Range will be exported. The inputed array of from page number to to page number, for instance 1-4 will export pages 1, 2, 3, 4. Users can also provide a single page number instead of the range, like 3.
        
   2. Advanced Export
      eViewer offers an Advanced Export functionality that allow users to export documents in PDF or TIFF format by selecting specific pages or a range of pages from multiple documents. This feature enables users to create a custom list and export the desired pages in the preferred format.
      
      Advanced export document feature consists of the following options:
      • Document List: A dropdown list of all those documents which are already being open in the document viewing area of eViewer v7.
        
      • All Pages: All Pages means a series of all the pages of a document without any manipulation. This option is by default selected.
        
      • Page Range: Page Range means an array of “from page number” to “to page number”, or a single page number instead of the range.
        
      • Add: Add button will add the combination of selected document from the dropdown list, their respective choice regarding all pages or page range, and add them to the list for exporting the document.
        
        After adding the pages from various documents which are being rendered in eViewer, as shown below:
        
      • Remove: Remove button will delete all the information about those pages which has been added previously for exporting the document.
        
        After selecting the desired row and click on Remove button, that row will be deleted from the given list.
        
      • Include Annotation: If the user wants to download the annotations along with the document, then include annotations checkbox needs to be selected, and by default it is checked. Otherwise user can uncheck it if there is no requirement for any annotations to be download.
        
      • Include Watermark: If the user wants to download the watermark along with the document, then include watermark checkbox needs to be selected, and by default it is checked. Otherwise user can uncheck it if there is no requirement for any watermark to be download.
        
      • Include Comments: If the user wants to download the comments along with the document, then include comments checkbox needs to be selected, and by default it is checked. Otherwise user can uncheck it if there is no requirement for any comments to be download.
        
      • Export as PDF: If the user wishes to download the exported document in the Portable Document Format (PDF) form, then he should select the PDF option. By default, PDF checkbox is selected.
        
      • Export as TIFF: If the user wishes to download the exported document in the Tagged Image File Format (TIFF) form, then he should select the TIFF option.
        
      • Export Button: As soon as the user click on the export document button, a file will be downloaded either in the document or image file form fulfilling all the above requirements.
        

   Download
   It allows the users to download the document excluding current changes.
   

2. Close Current File
   Close Current File will close the document which is currently viewed in the viewer.
   
   If the document is unsaved, then it will provide an alert to save it. Example:
   
3. Close All File
   Close All Files will close all the rendered documents in eViewer at once.
   
   If any of the documents have not been saved, then eViewer will provide an alert to the user. If there is more than one unsaved document being closed, it will provide an alert for each document.
4. Metadata
   eViewer enables users to view, edit, and save metadata information associated with any document. The metadata information of any file can be created, updated, and saved back to your Enterprise Content Management ECM system or repository. The metadata includes any information about the document as defined by the CM (content management) based on the use case business logic.
   In the eViewer to view and edit the metadata of the displayed document, click Metadata button.
   
   The Properties dialog box appears that presents the available metadata details, through which the user can view and update according to their permission levels.
   
   Document Properties
   It includes several fields that display the information of the document. The user can view, edit and save any information that can be set by the document creator. These fields may have some constraints that validate the required value. Once the fields have been updated, the user can click the Save button.
5. User Preferences
   eViewer v7 provides several User Preferences options.
   
   The following are the available user preferences category options:
   • General Preferences
   • Toolbars
   • Annotations
   • Stamps
   • Redact Tags
   1. General Preferences
      
   2. Toolbars
      
   3. Annotations
      
   4. Stamps
      
   5. Redact Tags
      
6. Version Info
   It will show the version number of eViewer v7 which the user is accessing.
   
   For example:
   

Audio Video Support

eViewer v7 provides audio and video file support. For video, it supports MP4, AVI, WebM, and Ogg formats.

Users can play, pause, and jump to a particular location of the video using the seek bar.

The other user controls that are available are volume, speed settings, pop out (to view the video outside the webpage constraints), and full screen.
The viewer supports MP3 and Ogg audio formats. Users can play, pause, and jump to a particular timeline of the audio file using the seek bar. It includes other controls like volume and speed settings.

PDF Editing & Flattening

With eViewer version 7, users can fill in PDF form fields by simply selecting the fields to fill in the appropriate content in the field options. These field options include the text box, checkbox, drop-down, and radio button. PDF form fields are, by default, fillable in the viewer.

In the case there are PDF form fields that the creator does not want anyone to edit, eViewer supports this by providing the PDF Flattening functionality that makes the PDF form fields into read-only mode and cannot be edited.
In the viewer, the PDF flattening feature is disabled by default. To change the editable form to non-editable, simply enable the PDF Flattening feature in the user preferences file, or in the viewer follow these steps:

1. Open the PDF form in eViewer.
2. Click User Options in the top right corner.
   
3. Click Preferences> General Preferences> and Enable PDF Flattening.
   
4. Click Save.

As shown, the previous PDF interactive and fillable forms are no longer fillable.

Shortcuts

If the user right clicks on the document viewing area of the viewer, these shortcuts will provide them assistance to perform common tasks easily.

There are some shortcut key combinations to use eViewer v7 efficiently.