Embedded Workflow item viewer

The Embedded Item Viewer is the interface you will see when opening an item directly from the Workflow item list. This Interface allows you to view the Workflow items available in the Workflow list and perform various actions on it. Double click on Workflow item in the Workflow list to open it in the embedded Workflow item viewer as shown below:

 

 

Below is the brief description of various sections in Embedded Workflow item viewer:

1) Top level Toolbar

You can perform following operations on the Workflow item from the Top level toolbar.

  • Click on Previous and Next to navigate between items in the item list.
  • Click on to add pages to the currently selected document.
  • Click on to print the current Workflow item.
  • Click on to share the current Workflow item via Email.
  • Click on to download the current Workflow item.
  • Click on edit the form to edit the SmartForm when applicable for the document if it exists.
  • Click on View Hidden Annotation that will redirect you to PaperSave 6 item viewer, where it allows to add/edit/view the existing PaperSave 6x annotations.
Note: Note: This option will appear only when the currently opened item contains any PaperSave 6x annotations and a user has rights to view the annotations.
  • Click on Join Previous or Join Next to join the current item with the previous or next item in the list when both items are image type documents, i.e., tiff, pdf, jpg, bmp, gif, etc.

Note: To perform the Join operation, you must have any of the below rights:

• Edit content and delete rights on the workflow

• Workflow Administrator

• Super Admin

 

  • Click on to Add pages from the scanner to the current TIFF or PDF file.
  • Click on to Add pages from a file to the current TIFF or PDF file.
  • Click on to Replace the content of the current document by replacing the document with other document of same mime type.
  • Click on to Open the Workflow item in the Native Viewer such as Microsoft Word or any other Microsoft Office application respectively.
  • Click on to Use the version control feature to control the specific changes made in different versions of the document.
Note: Versioning must be enabled for the Document type in the Configuration area. Otherwise, this option will be grayed out (disabled).
  • Click on to Search the desired text in the document using the search option.
  • Click on to View Interrelated Document that are associated with the current record type.
  • Click on to Download the Workflow Item History of the selected Workflow item.
  • Click on to redirect the Workflow item by changing its step, owner or Workflow.

Note: You must be the current owner, super user, or workflow admin to Redirect a Workflow item.

 

  • Click on to Delete Document permanently from the Workflow item list.
  • Click on to Capture the field value from the document and correct the fields that were not captured properly by OCR.

Note: This option is only applicable for documents that went through the OCR process successfully.

 

  • Click on to Process OCR manually on the content and retrieve field values.

Note: This option will override the existing values by the values captured using OCR.

 

  • Click on to perform Side by Side Entry.

Note: This option will appear only if "CanAssociateInThisStep" property is defined as true for the current document's workflow step.

 

  • .Click on to Learn the field values captured using OCR from document and auto-fill the fields in the future when the documents of a similar type are added to PaperSave.

Note: You can view and delete learned profiles from the Manage OCR Learned Profiles section of the settings panel.

 

  • Click on to set the Workflow related preferences in the Settings.

Tip: Click here to learn more from the video about Settings Panel in Embedded Item Viewer.

 

2) Thumbnail panel

The Thumbnail panel in the embedded Workflow item viewer displays thumbnails for all the pages in the current document. Hovering on the thumbnail icon shows mini display of the page below the thumbnail icon. Using the thumbnails, the Workflow users can smoothly traverse between the different pages in the current document. You can also change the order of the pages in the submitted/unsubmitted Workflow items directly from the thumbnails in the Workflow item viewer.

 

Here, there is a pencil icon in thumbnail panel, which enables the content to Edit mode. When you right-click on the thumbnail it displays the following options:

i. Remove selected pages: This option permanently removes the selected thumbnail page(s) from the thumbnail panel. On successful deletion of page, it displays success toast notification on top-right corner of screen.

ii. Rotate selected pages right: This option turns the selected thumbnail page by 90° in the clockwise direction.

iii. Rotate selected pages left: This option turns the selected thumbnail page by 90° in the anti-clockwise direction.

iv. Rotate all pages right: This option turn s all the thumbnail page(s) by 90° in the clockwise direction.

v. Rotate all pages left: This option turns all the thumbnail page(s) by 90° in the anti-clockwise direction.

vi. Split: This option remains disabled for the Workflow item.

 

3) Image page option toolbar

Image page option toolbar in the embedded Workflow item viewer enables the user to add annotation symbols, drawings on the current document. User can use annotation symbol such as Text, Note, Pen, Ellipse, Line, Arrow, Polygon, Rectangle, Highlighter etc. Click here to know more about using annotations on the document.

 

4) Document Display

This panel displays the selected page in the current document where user can add annotations.

 

Note: For Microsoft Office documents, when you want to edit a document in the Workflow item viewer or standalone document viewer, it opens in a full-page dialog using the MS Office viewer. After closing, the changes are automatically saved, and the document switches to 'Viewing' mode in PaperSave's Workflow or document viewer, reflecting the updates.

 

5) Document Profile field panel

This panel comprises various Workflow item profile fields where user can edit the profile fields value and save the changes. Click here to know more about the Document Profile fields panel.

 

Tip: Click here to learn more from the video about Document Profile Field Panel.

 

6) Workflow Item Tracking Panel

This panel comprises the Workflow Conversation and Workflow item history where Workflow Conversation captures the comments entered on executing the Workflow events such as Approve or Reject, and Workflow item History captures the Workflow item information such as previous owner, current owner, changed by, changed on date etc. Click here for more details.

 

Tip: Click here to learn more from the video about Workflow Item Tracking Panel.

 

7) Workflow Item List Panel

This panel comprises the list of such Workflow items that are not yet submitted to the selected Workflow. Click here to know more about Workflow Item list Panel.

 

8) Status Bar

The status bar at the bottom of the embedded Workflow item viewer enables you to adjust display related settings such as fit width, fit to size, single page display, horizontal display, etc. Click here for more details.