The Preview Pane provides a quick way of viewing a document's image pages from within the folder browser and allows you to quickly view the contents of your documents without needing to open them in the document viewer. When the Preview Pane is open, you can select a document in the Contents Pane and view its contents in a read-only format in the pane (learn how to open the Preview Pane below). You can choose to view its image pages, text pages, metadata, thumbnails, and annotations. If the document is a PDF, you can also view the PDF file itself.
Note: When it is open, the Preview Pane will display to the right of the Contents Pane. It can be used with either the Folder Pane or the Search Pane.
If you select a folder, the Preview Pane will be blank. Selecting a shortcut displays the document to which the shortcut points.
In the toolbar at the top of the Preview Pane, you can select what parts of the document you want to view: Image Pane, Text Pane, Metadata Pane, Thumbnail Pane, Electronic File Pane, and/or Annotations Pane. You can toggle the panes open and closed by clicking the buttons, so you can view as much or as little information as you want. All of the panes visible in the Preview Pane are read-only.
- Image Pane: The Pan and Zoom tools are available both in the toolbar at the top of the pane and from the right-click menu. In both the Image and Text Panes, you can move between multiple pages by clicking the green arrows at the top of the pane, or by right-clicking and selecting Next Page or Previous Page. You can also jump directly to a particular page by typing it in the Choose Page option at the top of the screen, or by right-clicking and selecting Go To Page. See Image Pane and Text Pane for more information.
- Metadata Pane: You can view the metadata of a document. You can view, but not modify, the fields, tags, links, versions and signatures of the document. You can perform various read-only operations--such as opening a linked document, or comparing two versions of a document, or validating signatures--from this pane, although you cannot make modifications to the metadata. See Metadata Pane for more information.
- Thumbnails Pane: You can view thumbnails of all the pages in the document, and view a particular page in the Preview Pane by double-clicking it. To open the document viewer and jump to a particular page, select that page, right-click, and select Open Page. See Thumbnail Pane for more information.
- Annotations Pane: You can view the list of annotations and their properties, and view a particular annotation in the Preview Pane by double-clicking it. See Annotations Pane for more information.
- Electronic File Pane: You can scroll through the pages of a PDF using the scroll bar. You can also right-click and choose a variety of zoom options, or use the Hand Tool command to move around the page. See Electronic File Pane for more information.
- Business Process Pane: You can see information about each business process that ran on an entry such as its current status, next steps, instructions, participants, and history. If more than one business process instance has run on the entry, you can view information about another instance by selecting it from the drop-down menu at the top of the pane. See Business Process Pane for more information.
The Preview Pane is read-only. To modify a document, such as metadata and text, or to modify the document, you will need to open it in the document viewer. In addition, because the Electronic File Pane currently only supports PDF files, you will need to open electronic documents of other types directly.
To view a document in the Preview Pane
- Verify that the Preview Pane is enabled. If it is, it will be visible as a third pane to the right of the Contents Pane. If it is not, you can enable it by opening the View menu and selecting Preview Pane, by clicking the Preview Pane toolbar button, or by pressing CTRL + SHIFT + P on the keyboard.
- Select the document you want to view. If the document is an imaged document or a PDF electronic document, it will open automatically in the Preview Pane.
- Right-click and select Next Page or Previous Page to navigate, or navigate using the scroll wheel on your mouse.