Document Details Window

Print this Topic  Previous Topic Home Topic Next Topic
You are here: Documents >Document Details Window

 

The Document Details pane displays the selected document along with all its details. The Document Details pane can be used to add indexing information, notes, annotation etc. The Document Details pane can also be opened in a new window by double clicking the document in the List View pane.

In the Document details window the icon of the associated file type of the document is displayed on the right hand side of the window. You can click this icon to open the document in its associated application.

The Document Details window has the Forward and Back navigation button on the top right corner of the window which can be used to navigate through the entire list of documents displayed in the List View pane.

 

Tags: You can enter tags for the selected document in the Tags box. After entering the tags, hit the Enter key on the keyboard to apply the tags.

Document Title: The Document Title box displays the document name. You can rename the document from here.

 

The Document Details pane is divided into two sections the Details pane and the Display pane.

Details Pane:


The Details pane displays all the details of the document. The Details pane consists of panels. To view the panels you will need to click its corresponding tab on the left bar of the Document Details pane. You can use the Up and Down buttons at the bottom of the left bar to navigate between the tabs.

Information Panel:

The Information panel displays the indexed data along with its associated Document Type, Folder. The Information panel is divided into two sections Information and Other Information

Information: Click the Information tab on the left bar of the Document Details pane to view the Information panel. The Information section displays the Document Type along with its Data Fields. If the Document Type not set for the document then no Data Fields will be displayed. You can add or modify the descriptive/indexing information of the document in its respective data fields. The Information section also has a toolbar, which has the following options...

Click this button to save the changes made

Click this button to undo the changes made

Other information: The Other Information section displays Folder that the document is associated with.

Related Folder: The folder that the document is associated with will be displayed in the Related Folder box. If the document is not associated with any folder or if you want to change its associated folder then click the Change... button to set a folder.

Pages Panel:

Click the Pages tab on the left bar of the Document Details pane to view the Pages panel. The Pages panel displays the pages of of a multi-page document as thumbnail and also the Bookmarks on the document. The pages panel is divided into two section Pages and Bookmark.

Pages: All the pages of a multi-page document are displayed as thumbnails in this section. You can click a thumbnail to view it as a large image in the Display pane.

Bookmarks: All the Bookmarks that are inserted on the document will be listed in this section. By double clicking a Bookmark, the place that is bookmarked on the document will be displayed in the Display pane. The Bookmarks section also has a toolbar, which has the following options...

Click this button to delete a Bookmark from the list.

Click this button to edit a Bookmark from the list

Notes Panel:

Click the Notes tab on the left bar of the Document Details pane to view the Notes panel. The Notes panel can be used to enter notes, information or comments about the documents. The notes that you enter for a document can be viewed by any user who has privilege to view that document. The Notes panel has a toolbar with the following options...

Click this button to create a new note.

Click this button to edit a note.

Click this button to delete a note.

Click this button to refresh the Notes panel.

Click this button for more options. The following options will be displayed...

 

Print Data

Click this option to print the notes that is displayed in the list

Export Data

Click this option to export the notes that is displayed in the list

Links Panel:

Click the Links tab on the left bar of the Document Details pane to view the Links panel. The Links panel can be used to link the selected documents with other documents. You can also break an existing link from this panel.

Linked Documents: Use the Linked Documents section to link the selected document with other document(s) in the Sohodox DB. The Linked Documents section has a toolbar with the following options...

 

Click the Link button to link the selected documents with other documents. The Link button also has a drop-down portion with the following options...

Link existing document(s)

Click this option to link the selected document with document(s) stored in the Sohodox DB.

Add files from disk and link

Click this option to add files from disk to the Sohodox DB and link it with the selected document.

Scan document and link

Click this option to scan a document and link it with the selected document

 

Click this button to break a link between the selected document and the linked document

Click this button for more options. The following options will be displayed...

Print Document(s)

Click this option to print the document(s) that is displayed in the list

Export Document(s)

Click this option to export the document(s) that is displayed in the list

Email Document(s)

Click this button to e-mail the document(s) that is displayed in the list

Fax Document(s)

Click this button to fax the document(s) that is displayed in the list

Export to CD/DVD

Click this button to export the data that is displayed in the list to a CD/DVD

Other Details:

Click the Other Details tab on the left bar of the Document Details pane to view the Other Details panel. The Other Details panel displays the properties and other descriptive information of the selected. The properties of the selected document is divided into two groups: Document Details and File Details.

Display Pane:


The Display pane displays the selected document. The Display pane has two toolbars The Annotation toolbar on the right and the Image toolbar at the bottom.

Annotation Toolbar: Use this toolbar to annotate the document. The Annotation toolbar has the following options.

Use this button to draw lines or underline text.

Use this button to draw rectangles.

Use this button to draw ellipses or circles.

Use this button to hilight texts.

Use this button to add notes to the document.

Use this button to insert a bookmark on the document.

Use this button to insert stamps on the document.

Use this button to insert signature on the document.

Use this button to toggle the annotation's User Information.

Image toolbar: The Image toolbar has the following buttons...

Click the Scroll Mode button to activate the scroll mode.

In the scroll mode you can scroll the displayed image in any direction if the size of the document exceeds the size of the display area. To scroll  the image press the left mouse button and then move the mouse in the direction you want to scroll keeping the left mouse button pressed.

Click the Zoom button to activate the zoom mode.

In the zoom mode you can...
Zoom Out (shrink the image) by pressing the left mouse button and moving it in the upward direction.
Zoom In (enlarge the image) by pressing the left mouse button and moving it in the downward direction.

 

Click the Magnify button to activate the magnify mode.

In the magnify mode you can magnify any area of the displayed image by moving the mouse pointer to that area and pressing the left mouse button. The area remains magnified only till the left mouse button is pressed. You can move the mouse while the left mouse button is pressed to magnify other parts of the displayed image.

Using the magnify mode is very similar to using a magnifying glass to read a paper document.

Click the Zoom In button to enlarge the displayed image.

Click the Zoom Out button to shrink the displayed image.

Select the Zoom from this drop down.

Click the Actual Size button to reset the image to its original size.

Click The Fit Width button to resize the width of the image to fit the width of the Display pane.

Click Fit to Window button to resize the image to fit entirely in the Display area.

Click Rotate Clockwise button to rotate the selected scanned document clockwise.

Click Rotate Anticlockwise button to rotate the selected scanned document anti-clockwise.

Click the Flip Vertical button to flip the selected document vertically.

Click the Flip Horizontal button to flip the selected document horizontally.

Click the Copy button to copy the selected area on the document.

Click the Print button to print  the selected document

Use these buttons to navigate between the pages of the selected document.

 

First: Click this button to navigate to the first page of a multi-page image file.

Previous: Click this button to navigate to the previous page of a multi-page image file.

Page Drop-down: Choose a page number from the drop down to jump to that page of the multi-page image file.

Next Click this button to navigate to the next page of a multi-page image file.

Last: Click this button to navigate to the last page of a multi-page image file.

 

Click the Edit button to edit the document in the Image Editor. Using the Image Editor window you can resize, crop and rotate a document. You can save the modifications made to a document from the Image Editor


Related Topics

Create a New Document
Set a Document Type of a Document

Link one document with another Document

 

 


Page URL: http://www.sohodox.com/docs/help/index.htm?documents_details_window.htm