Review Interface quick reference guide

Each viewer serves its own purpose and own file type, but there are common functions within all of them. There are also viewer-specific functionality that is called out in the viewer tables.

Review Interface features
	Breadcrumbs	Displays your current location while browsing documents in the Related items card. If Documents is an active link, you can click it to return to the document you were viewing before browsing documents in the Related items card.
	Document Actions	Menu of actions the user may perform on the document as a whole.
	Document navigation	Browse across documents in the Review queue.
	Viewer settings	Menu of display configurations and review settings.
	Document list	List presentation of all the documents in the user’s Review queue.
	Viewer type tabs	Select which Viewer type you would like to view the current document in.
	Coding layouts	Customizable coding forms for viewing and editing a document’s fields.
	Viewer	Displays the current document in the selected viewer.
	Related items card	Identify and act on documents related to the active document.
Common icons, toggles, and actions: This section covers icons, toggles, and other actions that are seen throughout the different viewer types.
	Zoom controls	Manually zoom out and zoom in.
	Reset zoom	Reset to default zoom.
	Preset zoom controls	Fit to Width, Fit to Height, and Fit Actual.
	Layout mode	Select an option to determine how documents that are more than one page long display in the Viewer. Not available in the Extracted Text Viewer.
Viewer Search Bar: You can search the current document for exact matches. Not available in the Image Viewer or Productions Viewer.
	Viewer Search Bar	Enter a terms search to highlight the results in the Viewer. The Search Bar supports dtSearch and so proximity, fuzziness, and stemming can be used.
	Viewer search navigation	Navigate across viewer search hits.

Document actions and Viewer settings

An image showing a drop-down menu of document actions.

Document actions—menu of actions the user may perform on the document as a whole.
Download	Hover your cursor over this option and select one of the options to download a copy of the current document. Alternatively, you can click on the document’s name to download the native file.
Copy document link	Select to copy the URL to the current document to your clipboard.
Email document	Select to open an email in your default email application with the URL to the current document included in the body of the email.
Replace document native	Select to replace the native file of the current document with a new file.
Image on the fly	Hover your cursor over this option to show Image Profile options. Select the desired profile to begin imaging the current document.
Upload images for this document	Select the desired profile to replace the images for the current document using that imaging profile.
Reconvert	Select to clear your internet browser's cache and reload the current document for review.

Viewer settings—menu of display configurations and review settings.
Keyboard Shortcut Legend	Displays the keyboard shortcuts legend.
Enable/Disable Keyboard Shortcuts	Turns keyboard shortcuts on or off.
Show/Hide Tab Strip	Toggle the Sidebar and Tab strip in the Viewer
Pop Out Viewer	Select to open the Pop Out Viewer in a new browser window
Swap Layout	Select to move the Coding Layout and the Document card to the opposite side of the Viewer.

Native Viewer

Use this section to understand the Native Viewer and its options.

Native Viewer features
	Left-drawer viewer options	Locate where the user may review highlight sets and terms associated with the current document, access the Thumbnail Viewer, or review the sentiment analysis highlights.
	Persistent highlighting	Click to toggle the user’s view of each highlight set.
	Thumbnails	Click to toggle the left drawer and display the Thumbnail Viewer.
	Native Viewer toolbar	The viewer toolbar buttons for each viewer display here.
	Highlight navigation	Navigate across all highlight search hits for checked terms within active sets or for specific highlight sets or terms when selected.
	Rotate all pages	Rotates all pages in a document clockwise 90 degrees. This option is only available for documents that have been paginated.
	Create PDF	Click to save the current native document as a PDF file.
	Viewer Search Bar	Enter terms to highlight the results in the Viewer. It supports dtSearch and so proximity, fuzziness, and stemming can be used. Navigate across Viewer search hits.
	Right-drawer Viewer options	Toggle all hidden content in the current document or toggle the Contextual Search pane.
	Hidden Content	Click to display information about hidden content. Hidden content can appear in Excel, Word, PDF, or Powerpoint documents.
	Contextual Search	Click to toggle the Contextual Search pane. This feature allows you to navigate to matching search terms in a document.

Short Message Viewer

Use this section to understand the Short Message Viewer and its options.

Short Message Viewer features
	Left-drawer Viewer options	Locate where the user may review highlight sets and terms associated to the document, access the Thumbnail Viewer, apply filters to short messages, or review sentiment analysis highlights.
	Persistent Highlighting	Click to toggle the user’s view of each highlight set.
	Thumbnails	Click to toggle the left drawer and display the Thumbnail Viewer
	Filter	Click to toggle the filters which can be used to narrow down what short messages display in the current document.
	Short Message Viewer toolbar	The viewer toolbar buttons for each viewer display here.
	Persistent Highlight navigation	Navigate across all highlight search hits for checked terms within active sets or for specific highlight sets or terms when selected.
	Rotate all pages	Rotates all pages in a document clockwise 90 degrees. This option is only available for paginated documents.
	Create PDF	Click to save the current native document as a PDF file.
	Viewer search bar	Enter terms to highlight the results in the Viewer. It supports dtSearch and so proximity, fuzziness, and stemming can be used. Navigate across Viewer search hits.
	Right-drawer Viewer options	Toggle RSMF validation information or toggle the Contextual Search Pane.
	RSMF validation	Click to toggle the RSMF Validation pane to show information to help you troubleshoot any errors in the RSMF file.
	Contextual Search	Click to toggle the Contextual Search Pane. This feature allows you to navigate to matching search terms in a document.
	Timeline Navigator	Click to expand or collapse the Timeline Navigator to show time and duration short message information on the document.

Image Viewer

Use this section to understand the Image Viewer and its options.

Image Viewer features
	Collapsible cards	Documents list, Coding layout, Family, Document History cards can be minimized or expanded, as needed.
	Thumbnails drawer	The viewer toolbar buttons for each viewer display here.
	Thumbnail	Click to toggle the left drawer and display the Thumbnail Viewer.
	Image Viewer toolbar	Searches the current document for exact matches.
	Rotate all pages	Rotates all pages in a document clockwise 90 degrees. This option is only available for documents that have been paginated.
	Markup visibility	Allows the user to adjust the opacity of the selected markup set – redaction (100%), transparent (50%), and off (0%).
	Selector	When this icon is active, the user may select one or many markups to perform an action across all the selected markups (edit, delete, move).
	Highlight markup color	Allows the user to change the highlight markup color.
	Redaction markup mode	Allows the user to determine which markup redaction mode they want to draw the markup with: basic, full-page, inverse, or mass redact modes.
	Redaction markup type	Allows the user to determine which markup redaction type they want to draw the markup with: black, cross, white, or text redaction types.
	Redaction text font size	Allows the user to adjust the font size of selected redaction text markup.
	Delete Highlights	This icon opens the Mass delete markup pop-up window where the user may delete a highlight markup, partial markup, or full-page markup.
	Create PDF	Click to save the current native document as a PDF file.
	Markup navigator	Displays all the markups for each markup set for the current document.
	Markup sets navigator	Click to toggle the Markup sets navigator.
	Markup set drop-down menu	Click and select the markup set that is displayed on the image of the current document.

Extracted Text Viewer

Use this section to understand the Extracted Text Viewer and its options.

Extracted Text Viewer features
	Collapsible cards	Document list, Coding layout, Family, and Document History cards can be minimized or expanded.
	Left-drawer viewer options	Locate where the user may review highlight sets and terms associated with the current document or access Sentiment Analysis highlights.
	Persistent highlighting	Click to toggle the user’s view of each highlight set.
	Text viewer toolbar	The Viewer toolbar buttons for each Viewer are placed here.
	Highlight navigation	Navigate across all highlight search hits for checked terms within active sets or for specific highlight sets or terms when selected.
	Text delimiter size	You can use this drop-down menu to adjust the size of tab characters in the document text. This can be used to better align text in spreadsheets.
	Toggle WordWrap	Click to turn word wrapping on or off when viewing document text.
	Viewer search bar	Searches the current document using dtSearch syntax. Enter a terms search to highlight the results in the Viewer. The Search Bar supports dtSearch and so proximity, fuzziness, and stemming can be used. Navigate across viewer search hits.
	Right-drawer viewer options	Toggle the Contextual Search Pane.
	Contextual search	Click to toggle the Contextual Search Pane. This feature allows you to quickly navigate to matching search terms in a document which is useful in longer documents or ones that have many matching search terms.

Productions Viewer

Use this section to understand the Productions Viewer and its options.

Production Viewer features
	Collapsible cards	Document list, Coding layout, Family, and Document History cards can be minimized or expanded.
	Left-drawer viewer options	Locate where the user may review highlight sets and terms associated with the current document or access Sentiment Analysis highlights.
	Thumbnail	Click to toggle the left drawer and display the Thumbnail Viewer.
	Text viewer toolbar	The Viewer toolbar buttons for each Viewer are placed here.
	Rotate all pages	Rotates all pages in a document clockwise 90 degrees. This option is only available for documents that have been paginated.
	Create PDF	Click to save the current native document as a PDF file.