Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• I/PM User Interface Keyboard Shortcuts
• Related Documents
• Conventions

1 Introduction

• 1.1 About This Guide
• 1.2 About This Product
  • 1.2.1 Supported Document Repository
  • 1.2.2 Supported Databases
  • 1.2.3 Key Features and Benefits
• 1.3 Logging In
• 1.4 Using Help
  • 1.4.1 Online Help
  • 1.4.2 Tooltips

2 Understanding Applications and Metadata

• 2.1 Understanding Applications
• 2.2 Understanding Metadata
  • 2.2.1 Visible Metadata
  • 2.2.2 System Metadata
• 2.3 Associating Metadata with Documents
• 2.4 Searching Document Metadata

3 Uploading Content

• 3.1 Creating An Electronic Image
  • 3.1.1 Document Capture Options
• 3.2 Uploading a Document to Oracle I/PM
  • 3.2.1 Previewing and Annotating When Uploading a Document
• 3.3 Updating Existing Content in Oracle I/PM
  • 3.3.1 Updating a Document From the Properties Panel

4 Searching for Content

• 4.1 Executing a Search
• 4.2 Working with Search Results
  • 4.2.1 Manipulating Search Results
    • 4.2.1.1 Resizing Columns
    • 4.2.1.2 Showing or Hiding Columns
    • 4.2.1.3 Reordering Columns
    • 4.2.1.4 Detaching Search Results
    • 4.2.1.5 Sending Search Results by E-Mail
  • 4.2.2 Manipulating Documents In a Search Results Table
    • 4.2.2.1 Opening a Document in the Viewer
    • 4.2.2.2 Locking and Unlocking a Document
    • 4.2.2.3 Updating a Document
    • 4.2.2.4 Downloading a Document
    • 4.2.2.5 Copying a Document
    • 4.2.2.6 Moving a Document
    • 4.2.2.7 Deleting a Document

5 Viewing, Annotating, and Retrieving Documents

• 5.1 Viewing Documents
  • 5.1.1 Switching Between Basic and Advanced Viewer Mode
  • 5.1.2 Rotating Documents
  • 5.1.3 Zooming Document Views
    • 5.1.3.1 Zooming Incrementally
    • 5.1.3.2 Fitting Document View to Viewer Size
    • 5.1.3.3 Zooming Selection to Viewer Size
  • 5.1.4 Navigating Multi-Page Documents
• 5.2 Viewing Document Information
  • 5.2.1 Viewing Document History and Properties
    • 5.2.1.1 Changing the Default Panel Display and Location
    • 5.2.1.2 Changing Panel Location While Viewing Documents
    • 5.2.1.3 Showing and Hiding Panels While Viewing Documents
• 5.3 Working With Annotations
  • 5.3.1 Viewing and Hiding Annotations
  • 5.3.2 Creating Annotations
    • 5.3.2.1 Assigning Annotation Security
    • 5.3.2.2 Adding Text Annotations
    • 5.3.2.3 Adding Highlight Annotations
    • 5.3.2.4 Adding Line Annotations
    • 5.3.2.5 Adding Sticky Note Annotations
    • 5.3.2.6 Adding Redaction Annotations
    • 5.3.2.7 Adding Stamp Annotations
  • 5.3.3 Modifying Annotations
  • 5.3.4 Deleting Annotations
• 5.4 Retrieving Documents
  • 5.4.1 Downloading Documents
  • 5.4.2 Printing Documents

A User Interface

• A.1 Icons
• A.2 Home Page
• A.3 Preferences Page
  • A.3.1 Personal Information Section
  • A.3.2 Viewer Setting Section
• A.4 Upload Document Page
• A.5 Search Pages
  • A.5.1 Picklist Data Field Input Operators
  • A.5.2 Search Form Criteria and Search Results Table
    • A.5.2.1 Search Results Toolbar
    • A.5.2.2 Search Results Contextual Menu
  • A.5.3 Reorder Columns Page
• A.6 Copy Document Page
• A.7 Move Document Page
• A.8 Update Document Page
• A.9 Viewer
  • A.9.1 Viewer Menus
  • A.9.2 Properties Panel
  • A.9.3 History Panel
  • A.9.4 Sticky Notes Panel
  • A.9.5 Viewer Toolbar
    • A.9.5.1 Basic Viewer Toolbar Options
    • A.9.5.2 Advanced Viewer Toolbar Options
  • A.9.6 Annotations
    • A.9.6.1 Assigning Annotation Security Level
    • A.9.6.2 Creator/Last Modifier Icon and Dialog
    • A.9.6.3 Text Annotation
    • A.9.6.4 Highlight Annotation
    • A.9.6.5 Line Annotation
    • A.9.6.6 Sticky Note Annotation Rich Text Editor
    • A.9.6.7 Sticky Note Annotation Toolbar
    • A.9.6.8 Redaction Annotation
    • A.9.6.9 Stamp Annotation
• A.10 Download Document Page

Index