Viewing a Document

To view a document, click the icon for the document type. This opens another window in which to display the document.

Notes

Transform Client plug-in software is required to view certain documents in Transform Content Center:

  • Burst validation

  • Index Correction

  • Pattern creation or editing

  • Viewing a document in the Scanning Queue

  • Reprint

For a new installation you must install the plug-in before using these features. For instructions on how to install the plug-in, refer to <TransformFoundation Server installation directory>\Documentation\GettingStarted.pdf

For an upgrade installation where the plug-in is already installed, when using Internet Explorer you will be prompted to download and upgrade the latest version of the plug-in the first time you use one of these features. On-screen instructions will guide you through the upgrade process.

  • If the document is an Inbox document, you must take ownership of it in order to view it.
  • To display the document, the Transform Content Center application uses the application associated with that type of document. The application must be installed on your desktop. For example, to view a Word (.doc) document, you must have Microsoft Word installed.
  • Some documents take some time to open.

Navigating Between Documents

In the View Document window, use the following controls in the navigation bar to browse through documents in the Search Results table:

Click this button: To do this:
Open the first document listed in the current page of results
Open the previous document listed in the current page of results
Open the next document listed in the current page of results
Open the last document listed in the current page of results

Options

The following options are available in the View Document window:

Click this button: To do this:
View Document
View notes
Add a new note
Save the document in your list of favorite documents so that you easily can find it later
List Related Documents
Send the document by email, either as an attachment or a link
Print the document
Display the document's details on the Results page
Save the document on your computer network

When you view a document that is in your Inbox, additional processing actions you can take on the document are listed in a side frame. To view this frame, click the show sidebar arrow in the border on the right side of the View Document window.

 

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