Transaction Header Information

Open or close the Slider Bar.

Open (or "pop out") the image in a new browser tab. The viewer will remain synchronized with its parent Spectrum tab and the last transaction will stay visible.

If you attempt to view a file type that is not supported by the Slider Bar (for example, an .xls file), then the image file will automatically open via the browser.

The count of the total documents attached to the transaction displays.

• Hover over the wrench icon on the transaction header to see the transaction's Cabinet, Drawer, and Folder designation.
• Click the wrench icon to open the Modify Transaction Information window where you can change the transaction description and enter keywords.

The description for the current transaction displays. Click the drop-down arrow to view and select from a list of additional documents that display alphabetically by description.

If you select a file type that is not supported by the Slider Bar (for example, an .xls file), then the image file will open via the browser.

Use this icon to mark an image as 'Private'. When set to Private, the padlock will display as red and locked. When white and unlocked, the image is set to Public (this is the default setting).

Image status changes are not permanent: you may change the status from Public to Private and back to Public, and more.

By designating an image as Private, you exclude certain images from being sent to your customers, including:

• AR Change Request Proposal Form
• PJ HTML Forms
• T+M Detail Billing Form
• T+M Detail Billing History Report
• Attachments when emailing non-HTML PJ Forms

Also, Private images will be excluded in the Distribute feature in the following areas, although you still have the option to include 'Private' images as desired:

• DI Search Documents Listing
• Job Cost History Report
  Note: The Private status is stored on the image file itself, NOT the Document Imaging transaction.

Action Buttons

Scan

Click this button to open your scanning software (scanning is not supported from the browser viewer). After completing the scan, you will need to confirm the scan and the file will be saved as either a PDF or TIF file (as designated in the Document Imaging Installation - Properties screen.

Attach

Click this button to open a File Upload dialog box. Type a patch and file name, or browse to find the file you want to attach. A confirmation window lets you know when the file has attached successfully and you can enter a document description or accept the transaction description.

Batch

Click this button to open the Batch Documents window and select a different batch. Only batches assigned to the current operator will display.

• If a batch is selected, it will display in the Slider Bar in a new batch.
• Only one batch may be open at a time.
• When the last screen is removed from the batch document, the document will be deleted and the Batch tab will close.
• If the 'new browser tab' option is used, the batch is not opened in the new browser; only the current transaction is opened.

Manipulation Icons (only available with level 3 security)

Click to print the current image. Select a screen range and grayscale.

Click to export the image file. You will be prompted to pick an output format (PDF, TIF, or original), and then click the Export button.

When viewing multi-screen files, this tells you which screen you are currently looking at.

Screen up / screen down.

Toggles view between thumbnail and full image.

Zoom in / Zoom out.

This Zoom Menu icon offers a drop-down list of 4 options:

1. Rubber band Zoom - lets you draw around a portion of the image to zoom.
2. Fit to Window - lets you display images to match the window size.
3. Fit to Height - lets you display the full vertical height of images.
4. Fit to Width - lets you display the full horizontal width of images.

Click to rotate the image 90 degrees right or left.

Annotation Icons (only available with level 2 or 3 security)

Click this icon and drag and release it to draw an arrow on the image file.

Click this icon and drag and release to highlight an area on the image file.

1. Click this icon to draw a note on the image file.
2. Right-click on the note and select Edit Text to type the note.
3. Click the green check mark to save the new note.
   Note: To delete a note, you need to right-click on it and select Delete.

1. Click this icon and select Add New Text to create a note on the image file.
2. Right-click on the not, select a font color and size, and then click Edit Text to enter new text.
3. Click the blue check mark to save the new text.
4. To close the edit window, click outside of the window.
   Note: To delete a note, right-click on the note and select Delete.