How To View Docs Before Submission (Document Viewer)Did you know DocBoss has a document viewer where you can view documents to see how your customer views them before you submit them?

DocBoss updated the document viewer to include updated navigation options, more flexibility, and extended markup options. See below for a detailed description of the new features.

New Viewer functions

Viewer navigation

  • Scroll (vertical) via mouse scroll
  • Zoom via CTRL+mouse scroll (or use drop-down on top)
  • Pan via SHIFT+mouse scroll (horizontal scroll)
  • CTRL+0 to return to 100% zoom
  • Grab tool allows user to move file in viewer.
  • Full screen available by hiding the side panel, or CTRL+M

New markups

  • New markups include Text, TextBox and Callout.
    • Note we have indicated they are in BETA. Please review files created for submittal prior to sending to your customer.
  • Change properties of the annotations one placed on screen (line width/color, text size/color)
  • Move/resize annotations
  • Colleagues can add feedback. This will be added as Reply text in PDF outputs. The feedback is a single text box.

Working with side panel (display info or markup tab)

1. Click the markup icon in the side panel margin.

Viewer1.png

2. To hide/show full screen, click the arrow, or type CTRL+M.

3. Change width of side panel.

Viewer23.png

 

Adding markups

Here is a walk through of adding markups in the new viewer. Each step is detailed below.

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1. Click the required markup tool (callout in this case).

Detail1.png

2. Click start point for drawing the annotation.

3. Enter text into callout box (3A). After leaving the annotation (click anywhere on file), the markup reference box appears in the side panel with the same text (3B).

Detail2-3AB.png

4. If desired, any user can add feedback. This will be displayed alongside the annotation in the final PDF output, and also available internally when looking at the file.

Detail4.png

5. To zoom, users can use CTRL+mouse scroll or change zoom level at top. CTRL+0 resets to 100%.

Detail5.png

6. Pan horizontally using scroll bar, SHIFT+mouse scroll, or grab tool.

7. Other markup is shown in reduced view while the current one is being edited.

Detail6-7.png

8. The markup panel icon with dots indicated the panel includes some markup.

Detail 8.png

History screen update

All comments and markup information is displayed below the view in the history screen (below the file). Note that when clicking Compare on the assign/viewer screen, we will now open a history view screen to show the appropriate data. It is now also possible to view comment files also (if pdf).

Terms:

Annotation: The vector graphic drawn on the file.

Markup: The annotation plus with associated text and feedback.

Feedback: Text added by users (inside a markup) which will appear as a reply in PDF output. It will be linked to the markup. This may be useful replying to customer annotations when uploaded to DocBoss.

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Comment: Reserved for text added at the card level. This text is entered on the Info tab. Comments can also be uploaded as a file. Markup is the term for annotations and text applied directly into the file.

Want to learn more about the document viewer function in DocBoss? Click here and here for additional posts that we’ve written.