Choosing a Viewer Option

The following setting is maintained in the More tab of the Preferences window.

Note: Before you choose a file viewer option, you must have an active AutoVue license and AutoVue installed and configured on your server.

The file viewer option determines how Unifier displays files (such as documents or drawings) that are attached to business processes or stored in the Document Manager and opened from within Unifier.

You can choose a default viewer, which will be used to open most file types in Unifier. You can also specify exceptions to this; for example, you may choose Unifier Viewer as the default viewer, which will be used to open most file types, but then choose to open a few file types such as drawing files and image files using the native software applications that reside on the user's desktop machine.

To select a file viewer option:

  1. Go to the More tab in the Preferences window.
  2. Click the Default Viewer drop-down list and select one of the following viewer options:
    • Native
    • Unifier Viewer
  3. When finished, click Apply and then OK.

The following describes each of the default file viewer options in details:

Native

To open documents in their native software applications (for example, Microsoft® Word documents are opened in Microsoft Word). In order to be able to use this option to view files, you must have the native software application installed on your computer.

Note: The native software application does not display the document graphical markups, but Unifier displays the document graphical markups automatically, using the Unifier Viewer.

Unifier Viewer

To open documents in system-provided Viewer which will convert most file types to an image format.

Note: If you select Unifier Viewer, the document opens in read-only view, but it supports adding graphical markups and text comments (for example, in attachments to business process and other records, or in files in the Document Manager).


Last Published Wednesday, December 20, 2023