Viewing Panes

In addition to the main viewing pane, the UI consists of three customizable panes that can be moved, re-sized, minimized or removed.  Settings can then be saved as a personalized template. Dragging a pane will display position icons on the screen, moving the mouse cursor onto any of them will place the pane in the corresponding position. If none of the positions is chosen, the pane will become a free standing object.

Thumbnail Pane

The thumbnails pane shows a preview of all files, (and pages for muli-page TIFFs) contained in a document. Right-clicking in the Thumbnails pane opens a context menu.

View File
Opens the file for read-only viewing in the associated program.

Edit File
Opens the file for editing in the associated program.

History
Opens the document history window.

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.

Security
Document permission can be set (see administrator manual for more details).

Send
Opens a dialog with options for sending the current document to other users.

Print
Opens a window with configuration options for printing.

Add Files
Add a new file to the document.

Replacement Files
Replace selected files with new ones.

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.

Document Details Pane

The Document Details pane consists of four sub-panes. Each pane can be opened or closed by clicking on the header.

Collaboration Information
Displays information about the uploaded file on the configured cloud drive. The uploaded file can be opened directly from the pane or a link can be copied to the clipboard.

Document Information
Displays internal information about the Therefore™ document.

Index Data
Displays the documents index data and also has a direct link to the index field dialog for editing.

File Information
Displays information about the currently selected page or pages in the case of a multi-page document.

Edit File Name
Allows the original file name to be edited. The document must be checked out before editing the name, and then checked in to save the changes.

Document History Pane

History

Linked Objects Pane

Links

Workflow Information

Instructions for Task
The instructions for the task are displayed.

Document Creation
If links have been defined for creating documents from template profiles, these links are displayed.

Process/Finish task
Displays the options available to the user for continuing the workflow process. These can also be accessed by clicking the Process/Finish Task button in the ribbon menu.

Additional Information
A text box where the user can add additional information.

Instance Details
Displays information about the current workflow instance, including information for error instances.

The sub-panes can be closed and opened by clicking on the header.

Search Pane

Match case
If this box is checked, searches will be case-sensitive.

Match whole word
If this box is checked, only searches matching the whole word will be displayed.

Hit List
The resulting hits are displayed as a list. You can scroll through the list either by clicking the up/down arrows, or pressing F3 (Previous) or Shift+F3 (Next).

Annotations Pane

The Annotations pane displays a list of annotations present on the current document. Users can navigate the list using the icons above the display pane.

Search
Search for terms to create a list of associated words from the available annotations.

Up and Down
Arrows to scroll between the available annotations one-by-one.

Comments Pane

Comments Pane