Review documents in the Image viewer

Documents associated with a case are often available only in paper form. To make paper documents available in the application, a scanning agency scans the documents, and then saves them in an electronic format, such as tagged image file format (.tiff) or portable document format (PDF). You view these image and PDF files in the Image viewer in the View pane.

You also add highlight and redaction annotations to image and PDF files in the Image viewer. For information about how to add annotations to documents, see Highlight and redact documents.

In the Image viewer, you can perform the following tasks:

View, navigate, and annotate document pages

Highlight documents with different colors

Redact documents

Search for text to highlight or redact

Convert highlights to redactions, and convert redactions to highlights

Add notes to specific document pages

Save pages that are relevant to a case in PDF format, which you can print in hard copy

View native files as pages

Watch video files and listen to audio files

The permissions set by your administrator determine access to this feature.

Supported file formats for the Image viewer

You can view, highlight, and redact the following file types in the Image viewer:

Image files, such as .tiff, .gif, .jpg, .png, .wmf, or .bmp

PDF files

Note: The case options set by your administrator determine access to this feature.

Note: The application does not support XFA-based PDF forms.

You can view, but not annotate, the following native file types in the Image viewer:

.cal, .csv, .dcm, .dcx, .dgn, .dib, .doc, .docx, .dxf, .emf, .eml, .html, .jp2, .mil, .msg, .odp, .ods, .odt, .pcd, .pct, .pcx, .ppt, .pptx, .psd, .ras, .rtf, .svg, .tga, .txt, .xls, and .xlsx

View documents in the Image viewer

The Image viewer contains a navigation bar with tools for viewing and navigating through document pages.

Note: The Image viewer navigation bar is disabled for files that cannot be annotated.

To view image and PDF documents in the Image viewer:

Select a document.

In the View pane, click the Image viewer button.

The first page of the document appears.

Note: If a page is not a PDF or image file, and the Office Online viewer is enabled, the application converts some file types to PDF and displays them in the Image viewer using Microsoft Office Online. Otherwise, the application prompts you to download the file.

To adjust the page view, on the Image viewer navigation bar, do any of the following:

To change the page magnification, click the Zoom in or Zoom out buttons.

To move the position of the page, click the Pan button, and then drag the page to the location that you want to view.

To fit the entire page in the viewer, click the Fit full page button.

To fit the page to the width of the viewer, click the Fit page width button.

To rotate the page 90 degrees clockwise, click the Rotate button.

To navigate through the pages in the document, do any of the following:

Click the arrows on the Image viewer navigation bar.

Select a specific page in the page label list.

Type a page number in the Page box.

Important: When you review a document, make sure that you review all of the pages in the document.

Document unitization

With the unitization feature, you can create multiple discrete documents from multipage PDF-imaged documents. This allows you, for example, to extract a specific subset of documents from a large set of ingested documents without having to rescan and reingest the required documents.

Unitize documents in the Image viewer in the View pane.

To unitize documents:

Select a PDF or any document that has been imaged to PDF, from which you want to extract a subset of pages.

Click the Unitize icon . The View pane displays a split screen of thumbnails of the individual pages of the PDF.

Select the pages that you want to include in the subset of pages using one of the following methods:

In the thumbnail images, click Add () on the individual pages that you wish to add to the unitized document.

Enter a page range in the Page range field.

Note: Pages collate into the unitized document in the order in which they are added to the subset. For example, entering the page range 5-7 collates the pages in numerical order, whereas entering the page range 7-5 collates the pages in reverse numerical order. Similarly, if you select 5, 4, 1, 8 in that order, the unitization process produces a four-page document with the pages in that specific order. To start a new document during the unitization process, enter a semicolon in the Page range field between sets of page numbers or click Insert document break . This produces multiple unitized documents from your original.

Note: Include each page only once per unitization process. Attempting to include a page twice in the same subset results in an error.

Click Unitize.

In the Unitization window, select the document ID numbering scheme for the unitized document:

Next sequential number

Original Document ID plus four-digit incremental suffix

Click OK.

The unitized documents appear along with the base document in your case.

To view your unitized documents, click History in the top navigation bar and select the Documents Added tab.

To view your unitized documents in the List pane, click the date on which you performed the unitization process.

Note: In the new unitized documents, metadata is not copied from the source document. Only Document Date is populated, with the date on which you performed the unitization.

Configure view settings for the Image viewer

You can maintain the same view settings as you move from document to document in the Image viewer.

To configure view settings for the Image viewer:

Select a document.

In the View pane, click the Image viewer button.

On the View menu, click the Options button.

Select the check box next to the following options, as applicable:

Page orientation: When you rotate a page, for example to change a page's orientation from portrait to landscape orientation, the application retains the orientation and displays the next page with the same orientation.

Zoom level and location: When you zoom in on a page, the application retains the magnification level and the last location that you viewed, and displays the next page with the same settings. This is useful when you want to review a specific area on a group of pages, such as footers.

Click Save.