Home

The Home tab contains the ribbon menu associated with document and file actions. The ribbon menu can be customized. It includes the following options by default:

Scan

Scan & Append

Scan additional pages and insert them at the end of the document.

Scan & Insert

Scan additional pages and insert them before the currently selected file.

Select Scanner

Select any connected TWAIN scanner as a scanning source.

Go To

Previous Document

Moves to the previous document in the currently active Therefore™ Navigator hit-list. If the current document was opened from the 'Linked Objects Pane', moves to the previous document listed in this pane.

Next Document

Moves to the next document in the currently active Therefore™ Navigator hit-list. If the current document was opened from the 'Linked Objects Pane', moves to the next document listed in this pane.

Edit

	View File Open the file selected in the Thumbnail pane for read-only viewing in the associated program.
	Edit File Edit the file selected in the Thumbnail pane in the associated program.
	Add Files Add a new file to the document.
	Replace Files Replaces selected files in the Thumbnail pane with new ones that have been specified.
	Remove Files The currently selected files will be removed from the document, or in the case of a multi-page TIFF the currently selected pages will be removed from the document.
	Find Opens the search pane to search for the specified text. This option is available for most documents besides TIFF and other non-text image formats.

Collaborate

	Start Uploads the selected file to the configured cloud storage for external collaboration.
	Complete Downloads the changes for the selected file from the configured cloud storage and updates the file locally.
	Abort Collaboration Stops collaboration activities on the selected file. Removes all changes done by external collaborators and deletes the file from cloud storage.

Versioning

Check Out

Performs a check out for changing the document.

Check In
Check the document back in as a new version.

Undo Check Out

Undo the check out and maintain the current version of the document.

This option is part of a drop-down menu.

Information

	Index Data Opens the index data dialog for the document. Users with permission to do so can modify the index data.
	Therefore™ Signature Display server signature information.

Workflow

	New Task Opens the New Task dialog from where the user can create new tasks and assign these to other users.
	Start Workflow Start a new workflow instance for the selected document(s). A list of workflows linked to this category will be displayed and the user can choose one of these.
	Link to Displays a dialog with all accessible workflow instances. The Linkb button allows the document to be linked to a selected workflow instance.

New Document

Forms
All forms that the user has permission to access, and that apply to this document or case, are listed. New documents can then be created from these.

Signature

	Get Signed (Drop-down menu) Opens a list of the configured eSignature providers. Selecting one begins the process of uploading a document to be signed via the respective provider.
	eSignature provider The name of the configured eSignature provider selected from a drop-down list.
	Settings Displays a dialog with all accessible workflow instances. The Link button allows the document to be linked to a selected workflow instance. Username The specific user's account Username. Password/API key The specific user's account Password or API key. Convert to PDF Enables the document to be uploaded in PDF form to be signed.
	Status Check the signature status of the document. Download Enables the signed document to be downloaded. View Opens a web application that enables the uploaded document to be viewed in the eSignature provider's URL.

Therefore™

Navigator
Opens the Therefore™ Navigator directly from the Therefore™ Viewer.