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FileHold Viewer Level 1 and 2

The FileHold level 1 and 2 viewers allow users to view image files (jpg, jpeg, png, bmp, gif, tif, tiff), Microsoft Word (docx), and PDF documents in both the Web Client and FileHold Desktop Application (FDA). Each registered user account comes standard with a FileHold level 1 viewer. A system administrator can change this to a level 2 viewer in the user account, if purchased.

See the table below for features support by the level 1 and level 2 viewers.

Feature

Level 1

Level 2

Open multiple documents

X

X

Publish document to local computer

X

X

Publish document to FileHold

X

X

Print document

X

X

Automatically open documents in folders and search results

X

X

Basic annotations and markup

 

X

With the FileHold viewer, some features of some of the supported file formats are not supported for viewing. For example, if viewing docx type files, generally only plain text is properly rendered. Other items such as tables, images, word art, headers, footers, and footnotes may be partially shown or not shown at all. Only internal document links work in the FileHold Viewer. External links, while showing as hyperlinked, do not work. It is recommended that you test your documents in the viewer in order to determine how your documents are rendered.

If using the annotations feature, the annotation settings are not maintained between documents.

Note: The help link for the FileHold viewer in the FDA does not work on Windows Server 2012R2.

To use the FileHold viewer

  1. In the FDA or Web Client, select an image file (jpg, png, bmp, gif, tiff), Microsoft Word (docx), or PDF document.
  2. Using the contextual menu, select View Document. The document is opened with thumbnails displayed on the left side of the viewer. The currently selected page is displayed in the main part of the viewer.
  3. To manipulate the pages, use the toolbar buttons to zoom in and out, navigate between pages, and close the viewer to return to the list of documents. See the table below for a list of functions and descriptions.

Function

Description

Zoom In FileHold viewer - Zoom in

Zooms in on the image.

Zoom Out FileHold viewer - zoom out

Zooms out from the image.

Fit to Width FileHold viewer - fit to width

Adjusts the image on the screen to fit the full width of the image.

Best Fit FileHold viewer - Best fit

Adjusts the image on the screen so the entire image is displayed.

Full Size FileHold viewer - Full size

Shows the full image size.

Close Viewer FileHold viewer - Close

Closes the viewer and returns to the folder.

Previous Page FileHold viewer - Previous page

Previous image is displayed in the document.

Next Page FileHold viewer - Next page

Next image is displayed in the document.

<page number> FileHold viewer - page number

Enter a page number to show the image.

Print FileHold viewer - Print

Prints the document.

Submit FileHold viewer- Submit

Add document as a PDF into the FileHold repository as a new document, as a new version, or save as a local copy of the document.

 

To use annotations for the FileHold Viewer level 2

  1. In the FDA or Web Client, select an image file (jpg, png, bmp, gif, tiff), Microsoft Word (docx), or PDF document.
  2. Using the contextual menu, select View Document. The document is opened with thumbnails displayed on the left side of the viewer. The currently selected page is displayed in the main part of the viewer.
  3. To annotate the pages, select the Annotations icon FileHold viewer - Annotations. To return to the thumbnails view, select the Thumbnails icon Thumbnails icon.
  4. Select the annotation option, fill out the related annotation properties, and then draw on the screen where the annotation is to be placed. Use the following table to learn more about annotations:

Function

Description

Highlighter Highlighter

Allows you to add a rectangle highlighter annotation onto a document. A number of highlighter properties are available to set the colour and rotation.

Freehand highlighter Freehand highlighter

Allows you to draw a freehand highlighter annotation onto a document. A number of freehand highlighter properties are available to set the colour, rotation, and border width.

Rubber stamp Rubber stamp

Allows you to add a rubber stamp annotation onto a document. A number of stamp properties are available such as font, colour, opacity, rotation, borders, radius, and line styles.

Rectangle Rectangle

Allows you to add a rectangle annotation onto a document. A number of rectangle properties are available to set the colour, opacity, rotation, borders, radius, and line styles.

Ellipse Ellipse

Allows you to add an ellipse annotation onto a document. A number of ellipse properties are available to set the colour, opacity, rotation, borders, and line styles.

Line Line

Allows you to add a line annotation onto a document. A number of line properties are available to set the colour, start and end cap, opacity, rotation, borders, and line styles.

Connected lines Connected lines

Allows you to add a connected line annotation onto a document. A number of connected line properties are available to set the colour, opacity, rotation, borders, and line styles.

Freehand Freehand

Allows you to draw a freehand annotation onto a document. A number of freehand properties are available to set the colour, opacity, rotation, borders, and line styles.

Arrow Arrow

Allows you to add a line arrow annotation onto a document. A number of arrow properties are available to set the arrow height, width, colour, opacity, rotation, borders, and line styles.

Ruler Ruler

Allows you to add a ruler annotation onto a document. The total length of the line is displayed. A number of ruler properties are available to set the font, font size, colour, opacity, rotation, borders, and line styles.

Polygon ruler Polygon ruler

Allows you to add a polygon ruler annotation onto a document. The total length of the polygon is displayed. A number of polygon ruler properties are available to set the font, font size, colour, opacity, rotation, borders, and line styles.

Text Text

Allows you to add a text annotation onto a document. A number of text properties are available to set the measurement unit, colour, position, justification, opacity, rotation, borders, and line styles.

Sticky note Sticky note

Allows you to add a sticky note annotation onto a document. A number of sticky note properties are available to set the font, font size, colour, position, justification, opacity, rotation, borders, and line styles.

TIP: Closing the FileHold Viewer in the FDA will not remove any annotations. In order to clear annotations on the document, close the X on tab.

FileHold viewer - FDA clear annotations

To publish as a PDF document

  1. Click Submit FileHold viewer- Submit.
  2. Select one of the options:
  • Save this published version as a new local document - Saves the document to your local computer. Save or open the file to the local computer.
  • Save this published version as a new document in FileHold - Saves the document as a new document to the library as a PDF. If saving as a new document in the library, set the folder location for the document and fill out any related metadata and click Submit.
  • Create a new version of the file you are publishing – Creates a new version of the document. A new version is automatically created as a PDF.
  1. Click OK.