Document Viewer Toolbar

The Closeddocument viewer toolbar allows you to perform basic operations, such as adding image and text annotations, zooming in and out of the image, and determining what type of information is displayed. Learn how to add or remove buttons from the toolbar.

Optional Toolbar Buttons

Icon Description
Save: Saves all changes made to the document.
Rename: Allows you to give an entry a new name.
New Document: Inserts a blank page in the document.
  Open Electronic File: Opens the electronic file in its native application.
Print: Opens the Print dialog box, where you can print the current document and set print options.
Scan: Opens the Insert New Pages dialog box, then the Laserfiche Scanning dialog box to allow you to scan into the current document.
Export: Exports the text or image(s) of a document.
New Page: Inserts a page into the current document.
  Delete Pages: Deletes pages within the current document.
Next Document: Jumps to the next document in the folder browser.
Previous Document: Jumps to the previous document in the folder browser.
Properties: Opens the Document Properties dialog box and allows a user to see information about a document.
New Browser Window: Opens a new folder browser window.
  Log Out of All Repositories:Logs out of all repositories and takes you to the Laserfiche Start Page.
Close Window: Closes the current document.
  Exit:Closes Laserfiche.
  Undo: Allows you to undo a change you made to the text while in Edit Text mode.
  Redo: Allows you to add a change you previously undid to the text while in Edit Text mode.
Cut: Cuts the currently selected thumbnail or text to allow it to be pasted to a different location.
Copy: Copies the selected thumbnail, text, or portion of the image. Copied thumbnails can only be pasted to another document or to the folder browser. Copied text can be pasted in any location where text can be entered. A copied portion of an image can be pasted in any location where images can be pasted (e.g., Word, Paint, etc.).
Paste:Pastes the last item that was copied or cut. If the paste feature is not appropriate for the currently selected item, this feature will be disabled.
Find: Searches for text within a document.
Find Next: Jumps to the next instance of the text searched.
Replace: Replaces a word or phrase with another word or phrase.
Image Pane: Displays or hides the Image Pane.
  Text Pane: Displays or hides the Text Pane.
Metadata Pane: Displays or hides the Metadata Pane (standard document layout), including the field data, tags, links, or version information for the current document.
Thumbnail Pane: Displays or hides the Thumbnails Pane (standard document layout), allowing you to access any page in the current document.
  Annotation List Pane: Displays or hides the Annotations Pane (standard document layout), allowing you to view and work with all the saved annotation sin the current document.
  Electronic File Pane: Displays or hides the Electronic File Pane (standard document layout), allowing you view a PDF electronic file associated with the current document, if one exists.
  Toggle Title Bars: Hides or displays the panes' title bars.
  Toggle Status Bar Hides or displays the status bar.
Change Orientation Change Orientation Allows you to separate primary and secondary panes vertically (the secondary panes appear to one side of the primary pane) or horizontally (the secondary panes appear above or below the primary pane).
Swap Panes Swap Views: Swaps the locations in which the primary and secondary panes are displayed, from side to side or above to below.
Zoom In Enlarges the image size. See Zoom Mode.
Zoom Out Reduces the image size. See Zoom Mode.
  Fit Window Fits the image to both the width and height of the Image Pane.
  Fit Width Fits the image to the width of the Image Pane.
  Fit Height Fits the image to the height of the Image Pane.
  Zoom: Allows you to customize the zoom percentage.
  Zoom to 25% Changes the zoom level to display 25% of the actual image size.
  Zoom to 50% Changes the zoom level to display 50% of the actual image size.
  Zoom to 75% Changes the zoom level to display 75% of the actual image size.
  Zoom to 100% Changes the zoom level to display 100% of the actual image size.
First Page First Page Displays the first page of the current document.
Previous Page Previous Page Displays the previous page in the document. If the first page in the document is being displayed, this option will be disabled.
Next Page Next Page Displays the next page in the document. If the last page in the document is being displayed, this option will be disabled.
Last Page Last Page toolbar button displays the last page of the current document.
  Page: Allows you to enter the page number to navigate to.
Refresh Refresh Refreshes the document's content to reflect any changes that have been made since you opened it.
Previous Hit Previous Hit Jumps to the previous context hit in the document.
Next Hit Jumps to the next context hit in the document.
Text Font Text Font Allows you to change the font, font style, size, and script of the text.
  The Choose Language Allows you to choose the language used for the Laserfiche Windows client.
E-Mail Document button opens the Selected Attachments dialog box where you can select the document to be sent as an e-mail attachment.
  E-Mail Page(s)Sends pages of a document in an email.
Generate Text Opens a dialog box that allows you to perform text recognition (optical character recognition or OCR) on images and retrieve text from electronic files.
The Edit Text Allows you to modify the text associated with a document in the Text Pane. When you are in editing mode, the background color of the Text Pane will change from gray to white, and you will not be allowed to add highlights or redactions.
  The Discard Text Changes Allows you to cancel changes made to the text.
Rotation Clockwise Rotate Image Clockwise Rotates the currently displayed image 90° clockwise. The image will remain rotated, which can affect text generation, though rotation on screen will not change the orientation of an image when it is exported, printed, or faxed.
Rotation Counter Clockwise Rotate Image Counterclockwise Rotates the currently displayed image 90° counterclockwise. The image will remain rotated, which can affect text generation, though rotation on screen will not change the orientation of an image when it is exported, printed, or faxed.
  Rotate Image Upside-Down Rotates the currently displayed image 180°. The image will remain rotated, which can affect text generation, though rotation on screen will not change the orientation of an image when it is exported, printed, or faxed.
  Rotate Selected Clockwise Allows you to select one or more images in the Thumbnail Pane and rotate them 90° clockwise.
  Rotate Selected Counterclockwise Allows you to select one or more images in the Thumbnail Pane and rotate them 90° counterclockwise.
  Rotate Selected Upside-Down Allows you to select one or more images in the Thumbnail Pane and rotate them 180°.
Annotation Tools Displays the annotations that are not already included on the default toolbar.
Add Highlight Allows you to highlight a portion of an image by drawing a box around it, and highlight text by selecting it. By default, highlighting a portion of an image automatically highlights the same portion of the text and vice versa.
Add Redaction Allows you to redact a portion of an image by drawing a box around it, and redact text by selecting it. By default, redacting a portion of an image automatically redacts the same portion of the text and vice versa.
  Add Underline Allows you to add an underline to a portion of an image by drawing a box around it. You can underline text in the Text Pane by selecting the text. By default, underlining a portion of an image automatically underlines the same portion of the text and vice versa.
  Add Strikethrough Allows you to strikethrough a portion of an image by drawing a box around it. You can strike through text in the Text Pane by selecting the text. By default, adding a strikethrough to a portion of an image automatically adds strikethrough formatting to the same portion of the text and vice versa.
Link New Annotations Determines whether an annotation (image or text) will be generated and linked to its corresponding annotation.
Add Sticky Note Allows you to place a sticky note on an image. Clicking on the image will place a sticky note, open a sticky note window where you can type your information, and return the cursor to selection mode.
Add Stamp Opens the Stamp Manager dialog box and allows you to place a stamp on an image. To select a stamp, choose one from the dialog box or choose a recently selected stamp by clicking on the arrow to the right of the button. When you select a stamp, the cursor will change to a stamper when hovering over an image. Click the image to place the stamp. The cursor will return to selection mode.
  Add Rectangle Allows you to add shape (rectangle, rounded rectangle or ellipse) to an image. It can be customized by right-clicking on it and selecting Properties.
Add Text Box Allows you to add a text box to an image. As you add text, the box will scroll to accommodate more text, and you can use the scrollbar to move up or down in it. Once you are done typing, click outside the text box and it will automatically fit around the text so that all text is visible. It can be customized by right-clicking on it and selecting Properties.
Callout Text Add Callout Text Allows you to add a callout text box to an image. As you add text, the box will scroll to accommodate more text, and you can use the scrollbar to move up or down in it. Once you are done typing, click outside the callout text box and it will automatically fit around the text so that all text is visible. It can be customized by right-clicking on it and selecting Properties.
Add Line Allows you to add a line to an image. It can be customized by right-clicking on it and selecting Properties.
Add Freehand Allows you to add any type of drawing or sketch to an image. Multiple sketches drawn within three seconds of each other will become one sketch. Freehand sketches can be customized by right-clicking on them and selecting Properties.
Add Image Allows you to add an image annotation (.jpg, .bmp, or a .gif) to an image. You can change the image's opacity by right-clicking on it and selecting Properties.
Add Attachment Allows you to attach any file type to a document. The attachment icon differs depending on the native application of the file attached. Once placed, you can double-click the icon to launch the attachment in its native application.
Selection Tool Changes how the cursor behaves when using the Image or Text Pane. In selection mode, you can zoom into a particular region on an image by holding down the CTRL key and drawing a rectangle around it. You can also select text by dragging the cursor over the text to select it.
Panning Tool How the cursor looks and behaves when using the Image Pane. Pan mode allows scrolling by using the cursor to click and drag the image in the desired direction.
Zoom Tool How the cursor looks and behaves when using the Image Pane. By default, a plus symbol will appear on the magnifying glass. This indicates that the image can be magnified by clicking the image. To zoom out, press SHIFT (the plus symbol changes to a minus symbol) while clicking the image.
Administration Console Launches the Laserfiche Administration Console.
Options Opens the Options dialog box allowing you to customize certain aspects of the Laserfiche Windows client.
The Checked Out Documents Allows you to view and/or check in the documents you have checked out.
  The Access Rights Opens the Access Rights tab of the Entry Access dialog box and allows a privileged user to view the access rights that all users and groups have to a document or folder. It also allows the modification of those rights.
Cascade Windows Allows you to cascade all Laserfiche windows that have not been minimized.
Tile Windows Allows you to tile all Laserfiche windows that have not been minimized.
  Open Windows Lists the Laserfiche windows you currently have open. By selecting the window you want to view and clicking Activate, you can quickly view the desired window.
Business Processes Shows or hides the Business Process Details Pane.
Help Contents Opens the Contents tab in the Laserfiche Help Files.
  Help Index Opens the Index tab in the Laserfiche Help Files.
  The Search for Help On Opens the Search tab in the Laserfiche Help Files.
  Administration Guide Launches the Administration Guide Help Files.
Laserfiche Web Site Launches the Laserfiche web site.
  About Laserfiche Displays information about your version of the Laserfiche Windows client.

Note: To customize your document viewer toolbar, select Toolbar under Document Viewer in the Settings dialog box and use the corresponding lists to add or remove actions. Each action is separated into one of nine categories. For example, under Available actions, if you select Tasks from the drop-down menu, you will see a list of the task related actions you can add to the toolbar. You can display all actions, file actions, export actions, edit actions, view actions, tools actions, tasks actions, business process actions, annotation actions, and metadata actions. You can remove any default tool from the top half of the toolbar, except for the Quick Search tool; no tools can be added to or removed from the bottom half of the toolbar.

Note: Adding too many actions to the document viewer toolbar will cause the toolbar to overflow and create a drop-down menu to store the extra actions. Actions that cannot be displayed in the toolbar can be accessed by clicking the double arrow that appears to the right of the toolbar.