Document Viewer - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Unity Client

Platform
OnBase
Product
Unity Client
Release
Foundation 23.1
License
Standard
Essential
Premier

When you open a document, it is displayed in the Document Viewer. The document's Auto-Name string, page count, note count (if applicable), and revision number (if applicable) are displayed in the information bar above the document.

The properties of the Document Viewer are described in the following table:

Item

Description

A

Auto-Name String

B

Stapler

C

Page Count

D

Note Count

E

Revision Number

F

Document

If the document being viewed is a Text, HTML, or HTML Unicode file format, Text Encoding is available. Select an option from the drop-down menu to change the text encoding, and select Save Encoding to save the change.

If the document being viewed is an XML file format, Stylesheet is available. Select an option from the drop-down list to set the style sheet used for the XML document. Select None to view the document without a style sheet.

If the document is read-only and cannot be modified, the following icon is displayed above the document:

Hover over this icon to display information about why the document is read-only. For more information, see Document Locks.

Note:

Depending on the Document Type's configuration, when you retrieve a document and another user is viewing or modifying that document, a dialog box may display that says This document is locked by [user name]. It is read-only and cannot be modified.

Depending on the Document Type and your rights, you might see different ribbon tabs, ribbon groups, icons, and other graphics that indicate the presence of notes or annotations.

Tip:

You may move and resize the Document Viewer window, and the size and location of the window is used when opening the Document Viewer window again.

If you have an alternate viewer configured, such as the Google Services Integration viewer or the Integrated Office Viewer, you may be presented with a button to switch viewers.

Note:

With alternate viewers, OLE and RTF documents are viewed as PDFs, regardless of file type. The file type of the document is not changed, despite being rendered as PDFs for viewing purposes within the Unity Client.

If changes are made to a document and the document is navigated away from without being saved, you will be prompted to save, discard, or cancel your changes.

When working in the document viewer, consider the following:

  • Some documents created in third-party applications (for example, Microsoft Outlook MSG files) may open externally in their native applications. Other types of documents created in third-party applications (for example, Microsoft Office files) may open within the Document Viewer, using an embedded viewer based on the third-party application. See the third-party application's help files for information on these types of documents and their options.

  • Not all Microsoft Office application functionality is available for Microsoft Office documents opened in the embedded Document Viewer. For access to full Microsoft Office application functionality, these documents must be opened using the Office Business Application module.

  • The Unity Client Document Viewer does not support viewing XML documents imported as Microsoft Office file types. For more information, contact your system administrator.

  • When opening a Zipped HTML Archive for the first time, a message is displayed stating that the document is being prepared. After the zipped file has been prepared, the progress of the archive download is shown. Click Cancel to cancel the unzipping process. Enable Dynamic Document Content must be selected in the settings for the Document Type. For more information, contact your system administrator.

  • When working with a Microsoft Excel file in the Unity Client, you will not be prompted to save if only one cell has been modified. The document is not marked as modified until you navigate to another cell. Care should be taken to ensure your changes have been saved.

  • When multiple Microsoft Excel documents are open in the Unity Client, the Microsoft Excel ribbon is reset to the Home tab each time you switch between documents.

  • When multiple Microsoft Word or Excel documents are open in the Unity Client, opening a modal dialog box, such as Microsoft Word's Font dialog box, in one document does not allow you to perform work on another open document.

  • Viewing a Microsoft Excel document in the Unity Client takes focus away from the Microsoft Excel application. When a Microsoft Excel document is open in the Unity Client, you are unable to use Microsoft Excel outside of the Unity Client.

  • Text documents viewed in the Unity Client may display a different number of characters per line than those viewed in the OnBase Client. Text documents are rendered as images in the Unity Client and Web Client and are rendered as text in the OnBase Client. In the Unity Client and Web Client, the number of characters displayed per line is controlled by the Characters per line setting for the Document Type. For example, if the Characters per line setting is 132, only characters 1-132 are displayed for text documents in the Unity Client and Web Client. For more information, contact your system administrator.

When viewing documents, the following keyboard shortcuts are available:

Keyboard Shortcut

Description

Ctrl + H

Opens the Document History dialog box.

Ctrl + P

Opens the Print pane.

Ctrl + K

Opens the Add/Modify Keywords pane.

Ctrl + W

Opens the Cross-References pane.

Ctrl + F

Opens the Text Search field (in documents with text).

Ctrl + U

Toggles the thumbnail display.

Ctrl + O

Toggles text overlay when working with image documents.

Ctrl + Mouse Wheel Up or Ctrl and +

Zooms in on the current document. Hold down Ctrl, then scroll the mouse wheel up or press the + key.

Note:

The Ctrl and + shortcut is not usable when working within a text document. Use the Ctrl + Mouse Wheel Up shortcut to zoom in on text documents.

Ctrl + Mouse Wheel Down or Ctrl and -

Zooms out on the current document. Hold down Ctrl, then scroll the mouse wheel down or press the - key.

Note:

The Ctrl and - shortcut is not usable when working within a text document. Use the Ctrl + Mouse Wheel Down shortcut to zoom in on text documents.

Mouse Wheel Up, Page Up, or the Up Arrow

Navigates up through pages in a multi-page document.

Mouse Wheel Down , Page Down, or the Down Arrow

Navigates down through pages in a multi-page document.

Ctrl + Page Up or F11

Displays the previous page in a multi-page document.

Ctrl + Page Down or F12

Displays the next page in a multi-page document.

Ctrl + Home

Displays the first page in a multi-page document.

Ctrl + End

Displays the last page in a multi-page document.

Ctrl + Shift + Page Up

Displays the previous document in the Document Search Results list.

Ctrl + Shift + Page Down

Displays the next document in the Document Search Results list.

Ctrl + G

Opens the Go to Page dialog box.

Ctrl + Right Arrow

Rotates the currently selected pages 90 degrees clockwise.

Ctrl + Left Arrow

Rotates the currently selected pages 90 degrees counterclockwise.

Ctrl + Down Arrow

Rotates the currently selected pages 180 degrees.