User Interface Overview

Platform Management

1. Navigation bar
2. Tab panel
3. Title bar
4. Record list
5. Footer bar

Navigation bar

	Click this section to open a drop-down with the following options: About dialog shows version and build number. Settings is to change your password or see the account details. Logout to quit the session and return to the login screen.

Tab panel

	Navigate across the core object types of the platform.

Title bar

	To the left is the icon and title of the object type selected by the tab panel.
	To the right is typically a button for creation of new records or comparable actions. For example there is a CREATE button for Roles and Groups but there is an additional button INVITE USERS on tab Users. Another example is Archives where the button is labeled IMPORT ARCHIVE.

Record list

	The search box at the top can be used for filtering objects based on the values appearing in Name and other text based column.
	The column header shows the available attributes for the object. These views in Platform Management are not modifiable. Click a column title to change the sort order which is then reflected by an arrow.
	The Actions column might show various icons depending on the selected object type. For Workspaces these Actions are: Edit, Delete, Clone, Archive.
	The Name column shows a link to enter the object or open the corresponding details.

Footer bar

	Change the record count displayed per page: 15, 25, 50, 100, 250
	Currently displayed record range and total amount of records.
	Navigate between the pages.

Workspace Management

1. Navigation bar
2. Tab panel
3. Title bar
4. Record list
5. Footer bar

Navigation bar

	Click the arrow to return to the Platform Management level.
	The name of opened Workspace.

Tab panel

	Navigate across the object types of the Workspace.

Tip

The available tabs are segregated based on their origin:

• Tabs for core types are displayed at the top and follow the same schema as described in Platform Management e.g. Views, Layouts etc.
• Tabs for object types added by Extensions e.g. Documents, Batch Sets etc. are following the schema as described below.

Title bar

	To the left is the icon and depending on tab panel selection: The Title for core object types. The Name of the active View for custom object types. In this example object type Documents is selected and displayed by View All Documents.
	Edit the current View.
	Open the drop-down menu to change the active View. The menu is also accessible by keyboard shortcut CTRL + ALT + K.
	Index selection drop-down for Index Search (requires built index).
	Search term input field for Index Search (requires built index).
	Create a new record (if supported).

Record list

	The top checkbox for selecting all records on the active page e.g. 25 to be used with a Mass Action.
	Context of Mass Action is displayed below the label Actions: All records if no selection was made. Specific record count of the selection.
	Available Mass Actions for the object type. In this example Documents have Edit, Delete, and More Actions → Mass Conversion
	Simple column filter for text based Fields.
	Advanced column filter for other Field types e.g. Date, Whole Number, Choice etc.
	Every record has a checkbox for selection and dedicated Action buttons (Edit and Delete in this example).
	The first column shows a link to enter the object or open the corresponding details.

Footer bar

	Refresh the record list.
	Export all records as displayed to a CSV file.
	Change the record count displayed per page: 15, 25, 50, 100, 250
	Shows currently displayed record range, including the ability to jump to a specific record, and total amount of records.
	Navigate between the pages.

Document Viewer

1. Navigation bar
2. Document list
3. Info-Panel
4. Document view
5. Layout
6. Related view

Navigation bar

	Exit the Document Viewer and return to the Document list.
	Switch the display mode between native and text view.
	Download the native file.
	Download the PDF file.
	Open the translation dialog.
	Navigate between the Documents. Clicking the current Document position unlocks an input box which allows jumping to any other Document in the queue.

Document list

Quickly jump to a Document by clicking the corresponding list entry.

	Collapse or expand the Document list frame.

Info-Panel

Use the toolbar to change what the Info-Panel is showing.

	Displays small preview images of pages.
	Displays the list of applied highlights grouped by Search Term Report.
	Displays the list of applied markups with comment, type and page number.

Tip

A more detailed description of the rich feature set offered by the Info-Panel can be found in section Document Viewer.

Document view

Use the top toolbar to change page rendering, search the current Document and switch markup utilities.

Thumb & Zoom

	Hide or show the info panel frame.
	Decrease the zoom level.
	Shows the current zoom level (20% - 400%).
	Increase the zoom level.

Note

Hold the CTRL key and turn the mouse scroll wheel while hovering the Document to swiftly change the zoom level.

Fit Page

	Fit the page to screen width.
	Fit the page to screen height.

Note

Enabling one of these functions will keep the zoom level consistent when switching between Documents. If the custom zoom level should be preserved, make sure both icons are grayed out.

Page rotation

	Rotate all the pages clockwise.
	Rotate specific pages (opens dialog).

Text Search

	Enter keyword or phrase to be searched in the current Document.
	Navigate between search hits.

Markup Tools

	Access the Redactions settings dialog.
	Toggle the visibility of markups.
	Select multiple Redactions.
	Enters the full page redaction mode.
	Delete multiple markups (opens dialog).
	Draw opaque Redactions. Clicking the arrow opens a drop-down for type selection.
	Draw colored Highlights. Clicking the arrow opens a drop-down for color selection.

Tip

Check out the section in Document Viewer to learn more about markup creation and modification.

Use the bottom toolbar to switch the active Markup Set or to navigate between the pages.

	Switch the active Markup Set.
	Navigate between pages by using the arrow buttons. Jump by entering a page number and hitting the RETURN key.

Layout

	The name of the active Layout is displayed at the top of the Layout frame. The arrow to the right opens a drop-down menu to switch the active Layout.
	Clear the values for all editable Fields of the Layout.
	Copy the values from the last saved Document. The button becomes available once the first Document in queue was saved using the same Layout.
	Save the applied changes.
	Save the applied changes and move forward to the next record.

Related view

	The name of the relational group is displayed at the top of the related view. The arrow to the right opens a drop-down menu to switch the active group.
	Collapse or expand the related view.
	Open the Field selection dialog to customize the view.
	The default amount of records per page is 10. Click the arrow to the right to choose another page size.
	Jump to a specific page by entering the number and hitting the return key.
	Navigate between related view pages.

Keyboard Shortcuts

Keyboard	Function
CTRL + Arrow Left	Previous Document
CTRL + Arrow Right	Next Document
CTRL + Arrow Up	Previous Page
CTRL + Arrow Down	Next Page
CTRL + Mouse Wheel	Change Document Zoom Level
CTRL + S	Layout > Save
CTRL + ALT + S	Layout > Save & Next
CTRL + ALT + C	Layout > Copy (from previous)
CTRL + Z	Undo Redaction
CTRL + Y	Redo Redaction