Web Viewer PDF and OLE Document Viewer Toolbar - Integration for Epic - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Premier - Standard

Integration for Epic
Platform
OnBase
Product
Integration for Epic
Release
Foundation 23.1
License
Essential
Premier
Standard

When you view PDF or OLE (Office) documents in the Web Viewer, a toolbar like the one shown below is displayed.

Note:

When viewing OLE documents, this toolbar is only displayed when the Web Viewer is integrated with a Microsoft Office Online Server or Office for the web (Office 365). For more information, see your system administrator.

This toolbar provides you with many of the existing right-click menu options that are available for image and text documents, since the OnBase right-click menu is not accessible when viewing these documents.

Note:

PDF and OLE documents are read-only when viewed within the Web Viewer.

The following menus and options are available in the PDF and Office document viewer toolbar:

Button

Description

Document

The following items are available in the Document menu:

  • Properties

    Displays the document properties for the open document.

  • History

    Displays the document history for the open document.

  • Cross-References

    Displays all documents that are cross-referenced to the open document.

  • Revisions / Renditions

    Displays the revisions or renditions of the document, if the document type has revisions or renditions.

  • Show Folder Locations

    Displays the folders where this document resides.

  • View in Native Application

    Displays the document in its native application.

Note:

The View in Native Application option is only available when viewing OLE documents. This option is only available if the Web Viewer is integrated with Microsoft Office Online Server or Office for the web (Office 365). For more information, see your system administrator.

Edit

The following items are available in the Edit menu:

  • Re-Index

    Displays the Re-Index window for the open document.

  • Keywords

    Displays the Keywords window for the open document.

  • Notes

    Displays the Notes dialog for the open document.

Process

This menu contains options that apply to Workflow and WorkView. For descriptions of these menu items, refer to the Workflow and WorkView help files or module reference guides.

Previous Document

Click the Previous Document button to navigate to the next document in the list.

Next Document

Click the Next Document button to navigate to the next document in the list.
Note:

If an Office Business Application (OBA) is installed, you may be prompted to edit the document in its native application.