Table of Contents

• Title and Copyright Information
• Preface
  • Audience
  • Documentation Accessibility
  • Imaging Accessibility Features
    • Using a Screen Reader
    • Disabling User Interface Animations
    • Imaging 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
  • 2.5 Searching Full-Text in Documents
• 3 Uploading Content
  • 3.1 Creating an Electronic Image
    • 3.1.1 Document Capture Options
  • 3.2 Uploading a Document to Imaging
  • 3.3 Updating Existing Content in Imaging
    • 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
      • 4.2.1.6 Exporting Search Results
    • 4.2.2 Manipulating Documents in a Search Results Table
      • 4.2.2.1 Opening a Document in the Viewer
        • 4.2.2.1.1 Switching from Basic to Advanced Viewer Mode
      • 4.2.2.2 Opening a Document in its Default Application Viewer
      • 4.2.2.3 Locking and Unlocking a Document
      • 4.2.2.4 Printing Multiple Documents
      • 4.2.2.5 Updating a Document
      • 4.2.2.6 Downloading a Document
      • 4.2.2.7 Copying a Document
      • 4.2.2.8 Moving a Document
      • 4.2.2.9 Deleting a Document
• 5 Viewing, Annotating, and Retrieving Documents
  • 5.1 Viewing Documents
    • 5.1.1 Switching Between Basic and Advanced Viewer Mode in the Default Viewer
    • 5.1.2 Opening a Document in its Default Application Viewer
    • 5.1.3 Rotating Documents
    • 5.1.4 Zooming Document Views
      • 5.1.4.1 Zooming Incrementally
      • 5.1.4.2 Fitting Document View to Viewer Size
      • 5.1.4.3 Zooming Selection to Viewer Size
    • 5.1.5 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 Copying/Pasting Text To/From the Clipboard
      • 5.3.2.2 Assigning Annotation Security
      • 5.3.2.3 Adding Text Annotations
      • 5.3.2.4 Adding Highlight Annotations
      • 5.3.2.5 Adding Line Annotations
      • 5.3.2.6 Adding Sticky Note Annotations
      • 5.3.2.7 Adding Redaction Annotations
      • 5.3.2.8 Adding Box Annotations
      • 5.3.2.9 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 Security Information Section
    • A.3.2 Personal Settings Section
    • A.3.3 Viewer Settings 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 Default Viewer Toolbar
      • A.9.5.1 Basic Viewer Toolbar Options
      • A.9.5.2 Advanced Viewer Toolbar Options
    • A.9.6 Unified Viewer Toolbar
    • A.9.7 Annotations
      • A.9.7.1 Assigning Annotation Security Level
      • A.9.7.2 Creator/Last Modifier Icon and Dialog
      • A.9.7.3 Text Annotation
        • A.9.7.3.1 Text Annotation Toolbar
        • A.9.7.3.2 Color Palette
      • A.9.7.4 Highlight Annotation
      • A.9.7.5 Line Annotation
      • A.9.7.6 Sticky Note Annotation Rich Text Editor
        • A.9.7.6.1 Rich Text Editor Toolbar
      • A.9.7.7 Sticky Note Annotation Toolbar
      • A.9.7.8 Redaction Annotation
      • A.9.7.9 Stamp Annotation
  • A.10 Download Document Page
  • A.11 Print Manager