Use Document Viewer to view or annotate a file

Use Document Viewer in Secure File Sharing to view or annotate a file. Most file types are supported and there are several edit options available with this feature. Annotations are private and not visible to anyone unless you choose to give access. To make annotated versions accessible to others you must export a PDF version of the file to your personal or team room.

Using Document Viewer you can take the following actions:

  • View documents

  • Add comments or annotations to documents

  • Download, export, and print documents

Note

The following file types can be viewed using Secure Document Viewer: .DOC, .DOCX, .DOCM, .DOTM, .XLS, .XLSX, .XLSM, .XLTX, .XLTM, .PPT, .PPTX, .PPS, .PPSX, .PPTM, .POTX, .POTM, .PDF, .ODT, .ODS, .ODP, .JPEG, .JPG, .PNG, .GIF, .TXT, and .RTF.

The following file types can be annotated using Secure Document Viewer: .DOCX, .XLSX, .PPTX, .PDF, .JPG, .PNG files.

Select the title of the file you want to view or annotate. The page opens on the View tab by default.

The Annotate options

Header

Image of header numbers 1 through to 3

  1. Select the arrow to switch to other files in the current folder.

  2. The file name and type.

  3. Select to close the file.

    4. Toolbar

    Toolbar features numbered 4 through to 15

  4. Select the Panel icon to view thumbnails or additional pages in the file. Select again to hide the view.

    5. Note

    Outline and Signature are not supported features.

  5. Select to set page orientation or layout.

  6. Here you can magnify or reduce page views with the zoom controls.

  7. Select the pan function to move up and down in the file. This is similar to scrolling.

  8. Select to capture multiple annotations or mark-ups at once if you want to move or delete content.

  9. Go to View pages in your item.

  10. Select the Annotate tab to access mark-up features.

  11. Select to view and sort previous comments and mark-ups, as well as details on who undertook the task.

  12. Select to download the original item.

  13. Select to download an annotated PDF version of the item.

  14. Select to export a PDF version if you want to save the item to a chosen folder in your Personal or Team Data room.

  15. Select to open a print dialog to save the item to an external folder or to print it.

    16. Content section

    Displays image of content section numbers 16 through to 18

  16. The annotation tool bar.

  17. This is where you annotate your file. You can right click on your mouse to open some quick tools.

  18. Displays navigation arrows and the number of pages.