Perform Actions While Viewing a Business Document

While viewing an business document, you can perform the following actions.

Task	Description
Preview the asset in layouts	If the asset has a layout associated with the underlying asset type, you can view the asset in those layouts by clicking Preview in Layout. By default you see the asset in the content form view—the field names and values from the asset type. If there are other layouts configured for the associated asset type, you can preview them by selecting a layout from the drop-down list. By default, the asset is set to fit the browser window. After selecting another layout or site page, you can select different device sizes. You can also create your own device size. After selecting a device size, you can change the orientation by clicking . To show the ruler and manually change the device size, click , then move the handles to change the height and width.
Change the magnification of the asset	To change the magnification of the asset, move your cursor to the bottom of the window and the zoom controls appear. —Click to view the asset at its actual size. —Click to view the asset at the width of the viewing pane. —Click to view the entire image, video, or page. —Click to view the asset full-screen. Click again or press Esc to exit full-screen. —Click to zoom out. —Slide to view the asset at the desired magnification. —Click to zoom in.
Move the asset through review	If the asset requires review, you have different options depending on how the repository is configured: Basic review: Click Submit for Review. If it's already submitted and you're a repository administrator, you can Approve or Reject the asset. Workflow: click , then, in the drop-down menu, select Workflows to move the asset through workflow.
Download the asset	To download the asset to your computer, click Download.
Upload a new version of the asset	To add a new version of the asset, click More Actions, then select Upload New Version. If you upload a file with a different name or extension, the new version will keep the original name and update the extension as appropriate. For example, if you're uploading a new version for a file named "contacts.txt", and the file you upload is named "contact_info.csv", the new version will be named "contacts.csv" (keeping the original name of "contacts", but updating the extension appropriately to ".csv").
Add annotations to the asset	To add an annotation to the asset, click , select an area or click where you want to add the annotation, then enter your comment in the text box, and click Post.
View annotations on the asset	To view annotations on the asset, click . When you click an annotation on the asset, the annotation note will get focus in the conversation.
Close the asset	To close the asset, click Close.
View the asset's properties	To view the asset's properties, click , then, in the drop-down menu, select Properties. The properties include read-only information such as when the item was created and last updated.
View the asset history	To view the asset history, view a list of previous versions, or revert to a previous version, click the version number on the asset tile or click Properties, and then click the Activity tab.
View the asset's attributes	To view and edit the attributes for the asset, click , then, in the drop-down menu, select Attributes.
View the asset's categories	If a taxonomy is associated with the repository the asset is stored in, you can view and manage the categories assigned to the asset by clicking , then, in the drop-down menu, selecting Categories.
View the associated conversation	To create or participate in a conversation associated with the asset, click , then, in the drop-down menu, select Conversation.
View where the asset is used	To view an inventory of all other assets that reference this asset, click , then, in the drop-down menu, select Inventory.
View the tags and collections assigned to the asset	To view and manage the tags and collections associated with the asset, click , then, in the drop-down menu, select Tags and Collections. Add or remove tags and collections as necessary.