Navigating the Concordance Viewer

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Navigating the Concordance Viewer

The Concordance Viewer in Concordance Desktop opens a separate window and displays the document associated to the record you currently have open in the Concordance Desktop database.  Using the tools in the viewer, you can review documents, navigate between documents, apply markups (annotations), and adjust the display of the documents.

The viewer work area displays the image of the current document with any markups that have been applied.  The viewer allows you to continuously scroll through all the documents without having to select the next document.  Selecting next page or pressing the page down key when on the last page of the current document will scroll the view to the first page of the next document.  You can also use the mouse wheel to scroll through pages while viewing a document.

The Thumbnails pane in the viewer displays small images of the pages of the current document.  Thumbnail navigation can be achieved with the mouse wheel and the up and down arrow keys.

The pane on the right can be toggled between document Properties and markup History.  Currently, document Properties consists of the fields and values for the document from the database, while markup History displays the markup history for the document.  

(A) Viewer work area (B) Markup toolbar (C) Markup properties toolbar (D) Navigation toolbar (E) View toolbar (F) Mouse Mode (G) Thumbnails pane (H) Document information pane (I) Document Options (J) Viewer Menu

Viewer Menu

The Viewer Menu can be accessed by selecting the hamburger icon in the upper left corner of the viewer.

Menu Item

Description

Closes the Viewer Menu and returns to the viewer.

Closes the Concordance Viewer.

Opens the Concordance Printing dialog.

Opens the Concordance Desktop Answer Center.

Mouse Mode

The Mouse Mode determines how the mouse will function while performing various actions.  It is important to make sure the mouse mode is set appropriately based on what you want to do in the Concordance Viewer.

Mouse Mode

Mouse Cursor

Description

Select

Arrow

Allows for selecting items or areas on the page to apply and edit markups.  Most markup activities will use this mouse mode.

Pan/Zoom

Magnifying Glass

Mouse wheel in this mode zooms in/out on the displayed image

Area Zoom

Precision (Cross)

Use the mouse to select an area on the page.  Cursor changes to magnifying glass, then click inside the selected area to zoom that selection.

Magnifier

Magnifying Glass

Hold the left mouse button to display a zoom area.  You can move this area around to magnify an area on the page.

Document Options

Document Option

Description

Sticky Markup

When selected, it retains the last selected markup. This setting allows multiple applications of the same markup without having to select the markup again from the markup toolbar.

Sticky Rotate

When selected, it retains the rotated settings as you page through a record. This setting is especially helpful if you are reviewing a spreadsheet.  Sticky rotate is also effective when viewing a homogenous population of documents that all need rotation.  Sticky rotate is retained between document navigation until the setting is unchecked.

Dual Page View

Displays the pages of a document in two columns in the viewer. The first page is top left. The second page is top right. If there are more than two pages in the document then the third page is second from the top on the left.  The number of rows of pages depends on the image size.

The Markup Toolbar

The Markup toolbar provides a variety of tools for adding markups (annotations) to a document during the review process.

Tool

Name

Description

Area Redaction

Blocks out areas on the page that are considered confidential or sensitive from being viewed or copied after production.  If text is selected, then it redacts the selected text.

Highlighter

Highlights the selected text.

Rectangle

Draws a rectangle around the selected area on the page.

Ellipse

Draws an ellipse around the selected area on the page.

Connected Lines

Draws a jointed line on the page.

Line

Draws a straight line in any direction on the page.

Text

Places a box that contains text on the page.

Crossout

Draws an X on the page.

Note

Places a box on the page to hold short notes.

Stamp

Places a predefined stamp on the page.

Arrow

Draws a line with an arrow.

Image

Places an external raster image (JPG, BMP, or PNG) on the page.

Strikethrough

Draws a strikethrough line over the selected text.*

Underline

Draws an underline under the selected text.*

Strikethrough and Underline markup tools are only available if the document contains selectable text and text is selected.

The Markup Properties Toolbar

The Markup properties toolbar displays properties you can set for the selected markup tool when adding or editing a markup.  The properties of the toolbar changes depending on the type of markup selected.

Markup Type(s)

Markup property toolbars

Name

Redaction

Redaction

Text, Note, and Stamp*

Text

Image

Image

Rectangle and Ellipse

Shapes

Line, Connected Lines, Crossout, and Arrow

Lines

Highlighter

Highlighter

Redaction

The types of lines markup toolbar contains several properties for defining the line markups in the viewer such as color, width, and line style.  Sets the reason for redaction.  The reason for redaction will be displayed in the center of the redacted area when redactions are selected to be included in produced documents.

Property

Description

Colors

Sets the color to use for the redaction. See more details about the Color Picker below.

Redaction Reason

Sets the reason for the redaction.  This may be blank.

CNDCN

The document's CNDCN is listed.

More information on applying redaction markups can be found in the Annotating documents section of the Answer Center.

Text

The text markup toolbar contains several properties for designing text markups in the viewer such as color, font style, size, and effects.

Property

Description

Colors

Sets the color for the font and the surrounding text box.  See more details about the Color Picker below.

Font Name

Select from the font style drop-down list.

Font Size

Select from the font size options drop-down list*.

Background Color

The default for the text background can be changed using the color drop-down list and selecting an alternative color.

Underline, Italic, Bold

Clicking on U (Underline), I (Italic), and/or B (Bold) adds effects to the font. When an effect is selected, the icon is highlighted

CNDCN

The document's CNDCN is listed.

The stamp markup doesn't have the property for size as it automatically adjusts to the size of the text box.

More information on applying text, note, or stamp markups can be found in the Annotating documents section of the Answer Center.

Image

The image toolbar allows the loading of images so that an external raster image (JPG, BMP, or PNG) can be placed on the page.

Property

Description

Ellipsis

Opens Image Markup window to browse to (JPG, BMP, or PNG) to apply  to image.

CNDCN

The document's CNDCN is listed.

Shapes

The shapes markup toolbar contains several properties for designing graphic markups in the viewer such as color, width, line style, and fill.

Property

Description

Colors

Sets the color for the shape and fill if enabled.  See more details about the Color Picker below.

Line Width

Sets the width of the lines in the shape.

Line Style

Sets the style of the line (solid, dashes, dash-dot, or dots).

Fill

Fills the shape to make a solid image

CNDCN

The document's CNDCN is listed.

More information on applying rectangle or ellipse markups can be found in the Annotating documents section of the Answer Center.

Lines

The types of lines markup toolbar contains several properties for defining the line markups in the viewer such as color, width, and line style.

Property

Description

Colors

Sets the color for the line type.  See more details about the Color Picker below.

Line Width

Sets the width of the lines.

Line Style

Sets the style of the line (solid, dashes, dash-dot, or dots).

CNDCN

The document's CNDCN is listed.

More information on applying line, connected lines, crossout, and arrow markups can be found in the Annotating documents section of the Answer Center.

Highlighter

The highlighter toolbar contains the ability to change the color of the highlighter tool.

Property

Description

Colors

Sets the color for the highlighter. The result is transparent with this tool.  See more details about the Color Picker below.

CNDCN

The document's CNDCN is listed.

Color Picker

The color picker is separated into three sections: Theme colors, Standard colors, and Recent colors.

By selecting the color wheel, you can select a custom color.

A specific color can be selected by entering the designated values in the appropriate fields or by moving the color bar on the right and selecting the corresponding tone in the main square.  The bar immediately below the main square adjusts the transparency level of the selected color.  

Redactions may appear transparent in the Concordance Viewer but will be fully redacted and overlaid with a solid color when produced.

The Navigation Toolbar

The Navigation toolbar allows you to move between documents and records. See, Displaying documents in the Concordance Viewer.

Tool

Name

Description

Previous Document

Navigates to the previous document in a single or concatenated set of Concordance Desktop databases.

Next Document

Navigates to the next document in a single or concatenated set of Concordance Desktop databases.

GoTo Document

Navigates to a specified document within the current query.

Previous Page

Navigates to the previous page in a multi-page document shown in the viewer, or the next document if on the last page of the current document.*

Next Page

Navigates to the next page in a multi-page document shown in the viewer.

GoTo Page

Navigates to a specified page within a document.

If you are on the first page of a document and press Previous Page then you will go to the first page of the prior document not the last page of it.

The View Toolbar

The View toolbar adjusts the size and orientation of the current document.  

Tool

Name

Description

Rotate Clockwise

Rotates the document in 90 degree clockwise increments.

Rotate Counterclockwise

Rotates the document in 90 degree counterclockwise increments.

Fit to Width

Adjusts the zoom width so that the entire width of the document appears in the workspace.

Best Fit

Adjusts the image size so that the entire image of the document appears in the workspace.

The Thumbnails Pane

You can hide or show the Thumbnails pane by clicking the expand thumbnails button on the left side of the thumbnails pane.

The Thumbnails pane displays small images of the pages within the current document.  The thumbnail image for the currently selected page is displayed with a dotted line around it.  If a page contains markups, it will display with a red box surrounding the thumbnail image.

Click on a specific page in the Thumbnails pane to display that page in the viewer work area.

Use the navigation tools in the Thumbnails pane to navigate the pages of the current document.

Tool

Name

Description

The Up Arrow key/ the Left Arrow key

Previous page

Navigates to the previous page of the document or image.

The Down Arrow key/ the Right Arrow key

Next page

Navigates to the next page of the document or image.

Previous markup page

Navigates to the previous page that contains markups.

Next markup page

Navigates to the next page that contains markups.

Enter key

Select Page

Displays the selected page in the main view.

The Page Up key

Page Up Thumbnails pane

Reverses the display of thumbnail in increments of approximately 5 pages.

The Page Down key

Page Down Thumbnails pane

Advances the display of thumbnail in increments of approximately 5 pages.

Document Information Pane

The Document Information pane contains detailed information about each record shown in the viewer.

   

Media Tab

Description

Properties

Displays numeric, date, text and paragraph data, up to 40 characters, from the document's corresponding Concordance Desktop field.

History

Displays the markup history, in descending page order, of all markup additions, modifications, and deletions that have taken place for the current document.