Using the Document Viewer

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Using the Document Viewer

The document viewer is where you access review tools. Using the document viewer, you can filter the document list, move between documents, explore document families, access document text, apply tags, download the document, and open the document in the near native viewer.

DocumentViewerCallout

 

Feature

Description

1

Back

Goes back to the REVIEW page.

2

Batch and Review Name

Batch title followed by review name in parentheses.

3

List Filter

Can be set to All Documents (default), Coded Docs, Further Review, or Uncoded Docs.

4

Document List

File icon can be email, email with attachment, or e-document. File title and link to family documents.

5

Family Link

Provides access to family relationships for the document.

6

List Navigation

Navigates through pages of documents.

7

Document Title

Displays document title and the last date it was viewed.

8

Document Text

Text contained in the document.

9

File Download

To download a copy of the file, click the download icon.  The file is downloaded by your web browser.

10

Auto Advance

When enabled, advances to the next document after the reviewer applies the main designation.

11

Online help

Opens the online help in a new browser tab.

12

Document Advance

Moves to the next or previous document.

13

Coding Buttons

Code the document as positive or negative for the main tag, or as further review.

14

Additional Tags

Secondary tags that were added when the review was created.

15

Document Metadata

Field data associated with the document.