Document viewer configuration settings

You can configure the features of the viewer that are available to users when they are viewing certain file extensions. Viewers have user features and benefits that increase productivity and save companies money. When creating a registered user they will automatically be assigned a level 1 viewer license if any are available. This can be changed to a level 2 viewer, if purchased.

Prior to the introduction of the FileHold level 1 viewer, viewer licenses were an optional purchase for each registered viewer. Since that time, most registered user licenses include a mandatory FileHold level 1 viewer. A system administrator can check the license information page to see how many and what type of viewer licenses are available. Additional viewer licenses can be added at any time.

The viewer types available are:

1. FileHold viewer level 1 – Supports viewing multiple file types in the FDA and Web Client.
2. FileHold viewer level 2 – Supports viewing several file formats in the FDA and Web Client. Includes annotations, comments, and document assembly features.
3. FileHold viewer level 3 – Supports viewing several file formats in the FDA and Web Client. Includes annotations, comments, document assembly, and redaction features.
4. PDF/Image viewer – Starting in FileHold 16.2, the PDF/Image viewer is considered end of life and all users should transition to the FileHold viewer. The PDF/Image viewer is disabled by default but can still be enabled for use. This viewer supports viewing only PDF and image files and is for use in the FileHold Desktop application. Users will get the use of both the PDF/Image viewer (FDA only) and the FileHold viewer when assigned a FileHold viewer license.
5. Brava viewer – In FileHold 16.2, the Brava viewers can be disabled for use. The Brava viewers are no longer available for purchase and are considered end of life. All users should transition to the FileHold viewers. If you had previously purchased Brava viewers, the following were the three levels of Brava viewers available: Enterprise Office Viewer, Enterprise Office Viewer with CAD support, Enterprise Office Viewer Engineering Edition.

For more information on the viewers and their functionality, see Document Viewers.

To configure the viewer settings

1. In the Web Client, go to Administration Panel > System Configuration > Settings > Document Viewers.

2. Select a viewer type and select one or more of the following options. The type and level of viewer determines which settings are available. Not all settings are available in all viewer types.

3. To select all the options, click Check All.

4. To remove the selections, click Uncheck All.

5. To disable the use of the Brava viewers, select the Disable the Brava viewer technology check box. The message at the top of the screen changes to green and states “The Brava viewer technology is disabled.”

6. Click Save.