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Understanding Navigate & Edit Tab

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Let us understand all the options under each group of Navigate & Edit tab one by one.

 

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Document Navigation Group:

 

1. Previous Document: This option will jump to the previous document.

 

2. Next Document: This option will jump to the next document.

 

Note:

These options are available only when more than one document is open.

 

Page Navigation Group:

 

1. First Page: This option is used to go to the first page of the current document.

 

2. Previous Page: This option is used to go to the previous page from the current page of the document.

 

3. Next Page: This option is used to go to the next page from the current page of the document.

 

4. Last Page: This option is used to go to the last page of the current document.

 

Action Group:

 

1. Split Item: This option is used to split a TIFF or PDF file into two separate files. The new file will be created from the next page of the current page being displayed and will contain all the subsequent pages.

 

2. Add Pages From Scanner: This option is used to add pages from the scanner to the current TIFF or PDF file.

 

3. Add Pages From File: This option is used to add pages from a file to the current TIFF or PDF file.

 

4. Replace Content: This option allows you to replace the content of the selected document by replacing the document with other document. Clicking Replace Content button will open Windows Explorer form, asking you to select the file that you would like to replace with the existing file. Select the file from the desired location, click Open and you should see the document gets replaced with the one you selected.

 

Note:

Replace Content will only replace the content of the document and Workflow Item details will remain the same.

 

5. Open in Native Viewer: Clicking on this button will open the selected item in a native viewer. For example, if you open any Word document with a native viewer, the document will open in MS Word.

 

6. Copy Link: This option will allow you to copy the URL of the current window. Main purpose of this option is to facilitate you to copy the URL and save it at your desired location. In future, whenever you wish to add the document to the same record, you can browse that particular URL and directly add the documents without opening the Host Application.

 

Annotations Group:

 

Note:

You are allowed to apply Annotations only on PDF type of document. Moreover, to enable these Annotations Options, you need to select Add/Edit Annotations option from the ribbon.
Please take a note that, Text Annotation is not supported for PaperSave Web User Interfaces.

 

1. Add/Edit Annotations: This option allows you to enable the Annotations Options.

 

Note:

System should prompt you to download and install Silverlight, when Add/Edit Annotations button is clicked for the first time (irrespective of window, it could be either PaperSave Web Workflow, Workflow Entry Viewer or Document Display window) on a particular machine.
System will remember this option when the window is re-opened by the same user.

 

2. Select Annotation: This option is used to select annotations that are already present on the current document.

 

3. Show/Hide Annotations: This option is used to show/hide all the annotations on the current document.

 

4. Stamp: This option is used to place a stamp on the current document. Selecting this option and clicking on the desired location on the document where you want to add the stamp will display the Edit Stamp annotation dialog box. Here, you can select the predefined stamps or create a new stamp.

 

5. Note: This option is used to add a sticky note to the current document. Select this option and click on the desired location on the document where you want to add a Note and the Add Sticky Note annotation dialog box will be displayed. Here, you can select the icon from the list and add the note in the Contents box.

 

6. Pen: This option is used to write on the current document as if you are using a pen.

 

7. Ellipse: This option is used to draw an ellipse on the current document.

 

8. Line: This option is used to draw a line on the current document.

 

9. Polygon: This option is used to draw a polygon on the current document.

 

10. Rectangle: This option is used to draw a rectangle on the current document.

 

11. Arrow Line: This option is used to draw an arrow line on the current document.

 

12. Highlight: This option is used to highlight a certain area of the current document.

 

13. Redaction: This is a simple rectangle annotation that receives special treatment when you save the document, this annotation is permanent. No person can remove or move this annotation once the document is saved.

 

Note:

Only those users can add Redaction Annotation, for whom the permission is defined from PaperSave Settings.