Choosing a Viewer Option

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

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

You can choose a default viewer, which will be used to open most file types. 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. For more information, see File Viewer Option.

To select a File Viewer option:

  1. Go to the More tab in the Preferences window.
  2. From the Default Viewer drop-down list, select one of the following options:
    • Native: Select this option to open documents in their native software applications. To use this option to view files, you must have the applicable native software application installed on your computer or your Company Administrator must have enabled Office 365 integration for use with Microsoft 365 (Office for the web) applications.

      Note: The native software application and Microsoft 365 do not display the document graphical markups, but Unifier displays the document graphical markups automatically, using the Unifier Viewer.

    • Unifier Viewer: Select this option to open documents in the system-provided Viewer. For more information on working with documents, see Creating and Managing Documents in the Unifier Managers User Guide.

      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).

  3. When finished, click Apply and then OK.


Last Published Friday, April 11, 2025