A.9 Viewer

The viewer is used to display documents and annotations you have permissions to see. It is accessed from a Search Results Table by clicking the icon in the MIME Type column, or selecting a document from the search results and clicking Open in the Search Results Toolbar. Additionally, all metadata associated with a document is displayed in the Properties panel of the viewer, and all actions taken on a document are displayed in the History panel.

The viewer can switch between a basic mode, used to view documents and annotations, and an advanced mode, which additionally allows you to add and edit annotations, provided you have the security permissions to do so. You can specify which mode to use by default in the Preferences Page.

Note:

Larger and more complex documents require larger amounts of memory to be available to the viewer. If using the viewer in advanced mode, it is recommended that you have a minimum of 768 megabytes of memory available. If you are uncertain if you have enough memory on your system, or are having difficulty viewing documents, contact your system administrator.

Description of typical I/PM Viewer page follows.

A.9.1 Viewer Menus

In addition to viewing a document, the viewer can be used to print, download, or e-mail documents. The following menus and options are available in the viewer above the document tabs.

The following table describes the elements available on the page.

Element	Description
File	Use the File menu to download, print, or close displayed documents. It has the following options: Download: Select to download the document to a local or shared drive. Close Current Tab: Select to close the currently displayed document tab. Close All But Current Tab: Select to close all document tabs except the one currently displayed. Close All Tabs: Select to close all currently displayed document tabs but leave the viewer page open. Print: Select to print the currently displayed document tab. Close Window: Select to close all displayed tabs and the viewer page.
View	The View menu allows you to change viewer modes and show or hide document history and properties. It has the following options: Use Advanced Viewer: Select to switch from basic viewer mode to advanced viewer mode, where you can add or edit annotations on documents you have permissions to do so. Use Basic Viewer: Select to switch from advanced viewer mode the basic viewer mode. Show History: Select to alternately hide or display the History panel, showing all actions on a document while stored in I/PM. Show Properties: Select to alternately hide or display the Properties panel, listing all document metadata. Show Sticky Notes: Select to alternately hide or display the Sticky Notes panel, listing all sticky note annotations. History on Left: Select to display the History panel alternately on the left or on the bottom of the page region. Properties on Left: Select to display the Properties panel alternately on the left or on the bottom of the page region. Sticky Notes on Left: Select to display the Sticky Notes panel alternately on the left or on the bottom of the page region.
Tools	The Tools menu allows you to e-mail a displayed document or view a list of previous versions of a document. Email Document: Select to open a new e-mail message from your default e-mail client, with a link to the document. Only people with the proper permissions will have access to the document. Versions: Select to display a list of all versions of the document. Select from the list and click Open to view a previous version.

A.9.2 Properties Panel

The properties panel displays all metadata associated with a document, and provides the option to update metadata. Clicking Update displays the Update Document Page within the properties panel. The properties panel can alternately be displayed or hidden dynamically by selecting the View menu then enabling or disabling Show Properties. Similarly, placement of the properties panel can be alternated between the left side and the bottom of the page by selecting the View menu then enabling or disabling Properties on Left. The entire bottom or left pane can dynamically resized by clicking on the pane border and dragging the border to the desired location. A default size can be specified in the Viewer Setting Section of the Preferences Page. Also, the entire bottom or left pane can be collapsed by clicking the Collapse pane icon, or expanded by clicking the Restore pane icon. See the section "Icons" to see an image of the icons.

A.9.3 History Panel

Each action performed on a document in Oracle I/PM is tracked and displayed in the history panel. The following events are tracked:

When a document is created
When a document is copied
When a document is moved
When a new version of document is made
When document metadata is updated
When a document has annotations added or modified

The history panel can alternately be displayed or hidden dynamically, resized, or collapsed in the same manner as the properties panel. See the Properties Panel section for details.

A.9.4 Sticky Notes Panel

Displays a list of all sticky note annotations to which you have access on a document. Sticky Note annotations are numbered and listed numerically in the list. Clicking the + sign to the left of the sticky note number in the panel expands the panel and displays the text of the sticky note. Text formatting is retained, but any inserted graphics are stripped from display in the list. Inserted graphics are maintained in the actual annotation.

The sticky notes panel can alternately be displayed or hidden dynamically, resized, or collapsed in the same manner as the properties panel. See the Properties Panel section for details.

A.9.5 Viewer Toolbar

Several icons are used throughout the viewer user interface without explicit identification. These icons provide functionality when clicked. Identifying text is displayed when hovering your cursor over an icon.

A.9.5.1 Basic Viewer Toolbar Options

The basic viewer toolbar offers options to zoom and rotate documents as well as navigate multiple pages.

Name	Icon	Function
Rotate Left 90 Degrees		Rotates the document 90 degrees counter-clockwise.
Rotate Right 90 Degrees		Rotates the document 90 degrees clockwise.
Zoom In		Enlarges the document incrementally in the viewer page region.
Zoom Out		Reduces the document incrementally in the viewer page region.
Zoom to Best Fit		Enlarges or reduces the document to fit into the viewer page region.
Zoom to Fit the Height		Enlarges or reduces the document to fit the height of the document in the viewer page region.
Zoom to Fit the Width		Enlarges or reduces the document to fit the width of the document in the viewer display area.
Start Rubberband Zoom Mode		Enlarges the selected area of the document to fit in the viewer page region.
Go to First Page		Click to view the first page of a multi-page document.
Go to Previous Page		Click to view the page preceding the current page of a document.
Go to Page Number		Select a page to go to of a multi-page document.
Go to Next Page		Click to view a page following the current page of a document.
Go to Last Page		Click to view the last page of a multi-page document.

A.9.5.2 Advanced Viewer Toolbar Options

In addition to the display and navigation options available on the basic viewer toolbar, the advanced viewer toolbar adds options to add and edit annotations if you have rights to do so, as well as open and print documents.

Name	Icon	Function
Open a Local File		Displays a standard dialog box to open a local file. This also allows for opening files in networked directories if the networked directory is mapped as a local drive letter. Note that this option is only available when the viewer is opened from the Upload Document Page.
Show/Hide Annotations		Click to switch between showing and hiding annotations.
Cursor		Enables the user to select an existing annotation in the viewer page region.
Text		Select then drag on document to display the Edit Annotation Content dialog box to add a text annotation.
Highlight		Select then drag on document to highlight a portion of a document. Opacity and color are controlled by the accompanying toolbar.
Line		Select then drag on document to add a line notation for underlining or striking through a word or image on a document. Color and inclusion of arrowheads are controlled by the accompanying toolbar.
Sticky note		Select then click document to display the Rich Text Editor for adding a sticky note annotation to a document. Note color is controlled by the accompanying toolbar.
Redaction		Select then drag on document to cover a portion of a document.
Stamp		Select then click document to add a predefined watermark annotation to a document. There are four default stamp options: Approved On Hold Received Rejected The stamp message, size, orientation, and opacity is controlled by the accompanying toolbar.
Save the Current Document Annotations		Click to save modifications to document annotations. If the icon has a lock on it, the document is locked by someone else and saving the annotations may fail unless you first contact them and have them unlock the document.

A.9.6 Annotations

Permissions are assigned for the different levels of annotations: standard, restricted and hidden. If you need a permission level you do not have, talk to the person who manages security for Oracle I/PM. If you have the proper permissions to do so, you can annotate documents and view or edit the annotations made by others. You can create the following annotations:

"Text Annotation"
"Highlight Annotation"
"Line Annotation"
"Sticky Note Annotation Rich Text Editor"
"Redaction Annotation"
"Stamp Annotation"

A.9.6.1 Assigning Annotation Security Level

You must assign each annotation a security level. After you create an annotation, a toolbar appears listing the security options to which you have access for the annotation. Only security permissions assigned to you are listed. For example, if you are assigned only the standard security level, only the standard security level will be listed in the menu as an option for you to assign. To assign a security level to an annotation, select the security level from the toolbar menu. Note that Redaction annotations cannot be marked Hidden.

Surrounding text describes annot_sec.gif.

The following table describes the elements available on the page.

Element	Description
Standard	Standard annotations appear on the document page for all users. They may be applied and changed by users granted permission to Standard annotations.
Restricted	Restricted annotations appear to all users but cannot be modified by users who have not been granted permission to Restricted annotations. When viewing, exporting, or rendering, restricted annotations will be burned into the image if the user does not have Restricted permission.
Hidden	Hidden annotations appear to users who have been granted permission to view Hidden annotations. Redaction annotations cannot be marked Hidden.

A.9.6.2 Text Annotation

Text annotations allow you to leave notes on a document. To add a text annotation, select the text tool, then click and drag the mouse in the Viewer to define the size, shape, and position of the annotation. After releasing the mouse button, the Edit Text dialog box is displayed.

Surrounding text describes edit_text.gif.

The following table describes the elements available on the page.

Element	Description
Current Date	Click to insert the current date into the text field.
Current User	Click to insert your name in the text field.
OK	Click to save changes to the text annotation.
Cancel	Click to cancel creation of a new text annotation or changes to an existing text annotation.

Once created, a text annotation can be selected by clicking on it in the document in the Viewer. Selecting a text annotation displays the bounding box defining the size of the annotation, which you can use to move, resize, or delete it. Selecting a text annotation also displays the Text Annotation Toolbar that enables you to format text within the text annotation. Text Toolbar

A.9.6.2.1 Text Annotation Toolbar

The following table describes the elements available on the toolbar.

Icon	Description
	Click to display the Color Palette from which to choose the background color of the selected text annotation.
	Click to display the Color Palette from which to choose the border color of the selected text annotation.
	Click to display the Color Palette from which to choose the font color of the selected text annotation.
	Click to display the Edit Annotation Content dialog box to add or edit text in the selected text annotation.
	Click the font name to choose from a list of available fonts for the text in the selected text annotation. Click the number to select the point size of the text.
	Click and drag to move the text annotation to another location on the document.
	Click and drag to resize the text annotation.

A.9.6.2.2 Color Palette

Surrounding text describes colorpallette.gif.

The following table describes the elements available on the page.

Element	Description
Palette Tabs	Used to define the color being used. Depending on the context used to display the color palette, it controls the color of text, backgrounds, notes, borders, and lines. Colors can be defined using several methods, one for each tab: Swatches: Color is selected by clicking a small color area, called a swatch. HSB: Color is selected by setting the hue, saturation, and brightness Values can be set numerically or by a combination of clicking the color pattern and adjusting the brightness using the slide control. Corresponding RGB values are also displayed. RGB: Color is selected by setting the red, green, and blue values. Settings can be defined numerically or by using the corresponding slide controls.
Preview Area	Displays an example of how the selected setting will display.
OK	Click to save the settings.
Cancel	Click to cancel changes made and return to previous settings.

A.9.6.3 Highlight Annotation

Highlight annotations overlay a translucent highlight to an area of a document. They are added by selecting the highlight tool, then clicking and dragging over the document in the Viewer to create a highlight annotation. Doing so displays the Highlight Annotation Toolbar.

The following table describes the elements available on the toolbar.

Icon	Element
	Click to display the Color Palette from which to choose the background color of the selected highlight annotation.
	Click and drag to change the opacity of the selected highlight annotation. Moving the slider to the left makes the highlight more translucent. Moving the slider to the right makes the highlight more opaque.
	Click and drag to move the highlight annotation to another location on the document.
	Click and drag to resize the highlight annotation.

A.9.6.4 Line Annotation

Line annotations draw a line on a document. Lines can be used to underline, strike through, or point to text or other objects in a document. They are added by selecting the line tool, then clicking and dragging over the document in the Viewer to create a line. Doing so displays the Line Annotation Toolbar.

Surrounding text describes line_toolbar.gif.

The following table describes the elements available on the toolbar.

Icon	Description
	Click to display the Color Palette from which to choose the line color of the selected line.
	Click to select an option for terminating the line annotation with an arrowhead. None: There are no arrowheads on the line. Arrow Front: An arrowhead terminates the line at its point of origin. Arrow Back: An arrowhead terminates the line at its end point. Both Arrows: Arrowheads terminate both ends of a line.
	Click and drag to move the highlight annotation to another location on the document.
	Click and drag to resize the highlight annotation.

A.9.6.5 Sticky Note Annotation Rich Text Editor

Sticky note annotations can be longer than text annotations and allow more formatting options. In addition to being placed on a document, hey are also displayed in the Sticky Notes Panel in the Viewer. You add them by selecting the sticky note tool, then clicking on the document in the Viewer. Doing so displays the Rich Text Editor. After a note is created, clicking on it displays the Sticky Note Annotation Toolbar.

Surrounding text describes edit_rich_text.gif.

The following table describes the elements available on the toolbar.

Item	Description
Edit	Enables selected text to be moved around a note. Undo: Changes the last edit made. Redo: Reapplies an edit that was undone. Cut: Deletes the selected text and copies it to memory for insertion at another point in the note. Copy: Copies the selected text to memory for use at another point in the note. Paste: Inserts text that was either cut or copied into memory at the cursor position in the note. Select All: Selects all the text of the note.
Style	Enables the appearance of selected text to be modified. Choose Text Color: Displays the Color Palette from which to choose the color of the selected text. Bold: Makes the selected text appear bold. Italic: Displays the selected text in italics. Underline: Underlines the selected text. Align Left: Justifies the text to the left of the note. Align Center: Center the text in the note. Align Right: Justifies the text to the right of the note. Justify: Spaces the text so that text is justified to both the left and right sides of the note.
Insert	Enables insertion of additional objects. Date: Puts the current date in the note as defined by your computer clock. Horizontal Line: Inserts a horizontal line in the note. Image: Displays a dialog box to browse the file system for an image to be included in the note. Bullet Points: Enables the use of numeric or bulleted lists in the note. Table: Enables the use of tables in the note for organizing data.

A.9.6.5.1 Rich Text Editor Toolbar

The Rich Text Editor lets you quickly and easily select text formatting options.

The following table describes the elements available on the toolbar.

Icon	Description
	Deletes the selected text and copies it to memory for insertion at another point in the note.
	Copies the selected text to memory for use at another point in the note.
	Inserts text that was either cut or copied into memory at the cursor position in the note.
	Click the font name to choose from a list of available fonts for the selected text. Click the number to select the point size of the text.
	Displays the Color Palette from which to choose the color of the selected text.
	Makes the selected text appear bold.
	Displays the selected text in italics.
	Underlines the selected text.
	Justifies the text to the left of the note.
	Center the text in the note.
	Justifies the text to the right of the note.
	Spaces the text so that text is justified to both the left and right sides of the note.

A.9.6.6 Sticky Note Annotation Toolbar

The Sticky Note Annotation Toolbar lets you open the color palette and the Rich Text Editor, allowing you to edit and format the rich text content of the annotation. Sticky Note annotations are placed after clicking one time on the document surface.

The following table describes the elements available on the toolbar.

Icon	Description
	Click to display the Color Palette from which to choose the color of the selected note.
	Click to display the Rich Text Editor.
	Click and drag to move the note to another location on the document.

A.9.6.7 Redaction Annotation

Redaction annotations behave like highlight annotations, except that they are completely opaque and cannot be brightened or darkened. They are used to cover up sensitive information in a document or another annotation. They are added by selecting the redaction tool, then clicking and dragging over the document in the Viewer to create an opaque redaction annotation. Doing so displays the Redaction Annotation Toolbar. If you have rights to modify a redaction annotation, it becomes transparent when you select it in the advanced viewer mode. If you do not have rights to modify the annotation, you cannot select it. The security level for redaction annotations cannot be designated as hidden.

Icon	Description
	Click and drag to move the redaction annotation to another location on the document.
	Click and drag to resize the redaction annotation.

A.9.6.8 Stamp Annotation

Stamp annotations allow you to overlay and save predefined watermarks on a viewed document page. They are added by selecting the stamp tool, then clicking on the document in the Viewer to apply the selected watermark. The Stamp Annotation Toolbar displays which you use to manipulate the watermark.

The following table describes the elements available on the toolbar.

Icon	Description
	Click to select which watermark to use. There are four stamp options: Approved On Hold Received Rejected
	Slide pointer left and right to lighten and darken the opacity of the watermark.
	Click to rotate watermark 45 degrees clockwise. Repeat as many times as necessary to orient the watermark in 45 degree increments.
	Click to cycle through three different size options for the watermark.
	Click and drag to move the watermark to another location on the document.