To view a file from your project inside your browser, just click on it. The file opens in a new tab where it's available for viewing.
PDF viewer
Top toolbar
With our PDF viewer, you'll find the following tools in the top toolbar:
Fence view
Print
Download
💡 Availability of these actions depends on the user's document permissions.
Fence view
Toggle fence view with the icon in the top toolbar. Simply click the icon and drag your cursor over the area to view.
Download
Download allows the downloading of the document according to the participants' permissions.
The following options are available
Download the PDF but in an encrypted format.
Download a PDF of the file.
Download the original version of the PDF.
Selecting Print from the top toolbar will produce the standard print modal.
Available controls
Controls for the PDF viewer are found in the floating panel.
These settings are as follows:
Settings of the interface
Zoom in and out
Zoom by percentage dropdown
Page width button
Page to fit button
Page transition
Layout
Rotation
💡 Page numbers: a separate toolbar for page navigation is displayed.
You can drag and drop the toolbars to different positions on the page.
Interface settings
To access the panel settings, click the settings gear icon on the left side of the toolbar. Here, you can select which panels you would like to hide and the behavior regarding when the user interface (UI) elements appear. Your options are:
Show UI element with a press of the relevant key, depending on your operating system.
Show UI element when the cursor gets near.
💡 While in Settings, clicking the gear icon toggles the option to hide UI elements and reveals a modal to choose your setting.
💡 To exit Settings, simply click anywhere on your screen.
Zoom
With our different zoom control options, you can customize the zoom level to your liking. Use the magnifying icons in the controls or the percentage dropdown. You can scroll through the options, type the value required, or even use your mouse to control the zoom.
💡 Page width and Fit to page options are marked within the zoom percentage dropdown with their relevant icons.
💡 Key information about zoom
Fit to width fits the document perfectly within your viewing window.
Fit to page fits the entire page within your viewing window.
Zoom range offers levels ranging from 30% to 1200%.
+/- keys on your keyboard also zoom in or out.
Rotation
You can click the icon to start rotating pages. Rotate pages panel is displayed on the left.
Rotate your PDF 90 degrees clockwise by selecting one of the two options:
Rotate the currently viewed page (for double-page view, both pages are rotated).
Rotate the currently viewed page and all the following pages.
💡 You can rotate pages individually or choose a starting page to rotate all subsequent pages.
Page transition
You have the flexibility to select between two different page transition options.
Page by page allows you to navigate through the document one page at a time.
Continuous provides the document a smooth and uninterrupted scrolling experience.
Layout
Tailor the PDF's appearance by choosing one of the following layouts:
Single-page: View one page at a time for a focused examination
Double-page: Display two pages side by side for improved context
Search
Document search allows you to search through a document to find specific content.
Search parameters
You can adjust the query so it matches your chosen parameters. These are:
Exact phrase
Case sensitive
Scroll through the results displayed in the viewer using the toggle arrows above the results. The highlighting is visible only when search mode is on:
Orange for selected
Yellow for non-selected
Grouping search results
You can select three different options using the grouping dropdown menu in the top-right corner of the results panel. This allows participants to get more specific with their queries and flick between the results effortlessly, as less relevant results can be hidden.
Group by page does exactly this: it groups your results by the page upon which it was found.
Group by match gathers these specific results by the exact state of the search result.
No grouping lists the results without grouping them.
Expanding search results
You can select options for expanding and collapsing results, with automatic actions also selectable) making the search results more streamlined for review.
Dark and light mode
The switcher for dark and light mode can be found in the top-right corner of the viewer. Simply press it and the whole interface will alter to the selected mode.
Navigation panel
To access the Navigation panel, click the icon in the top-left corner of the screen.
This expands three options:
Contents list view
Page view
Annotations and links view
Contents list view
This view allows you to click through the list of contents page by page within your PDF.
Page view
This view gives you the visual representation of your document listed page by page. You will also see additional tooltips highlighting your search results in this view to help participants navigate the viewer and find results faster.
The document page view is the default view.
You can click the page to navigate to it.
The current view is highlighted in green. You can drag the area indicator to scroll the document.
Page number is displayed next to the page thumbnail.
For any page where elements exist, you can hover over the element icon and see what the elements are.
Annotations and links view
This view allows participants to view any annotations and links within the document.
💡 Using the Filter option, participants can filter by key word or checking and unchecking the relevant option, either Annotations or Links, focusing the panel listings to what's more relevant.
With each link, participants can also open them from within the PDF viewer.
To hide the panel, press the ✕ button.
Excel viewer
Excel files can be viewed with or without formulas, depending on the permissions.
Search
For Excel viewer search, the behavior is almost identical, with a few small differences. When search mode is initiated, participants have three main filters:
Sheet: searches the active sheet.
Range: searches the range selected by the participant.
Book: searches the entire Excel file.
The sheet and range modes do not have grouping, and the results are listed. The book mode has grouping by sheets by default, and no regrouping is possible.
Available controls
Excel files can be viewed with or without formulas, depending on the permissions.
In Excel viewer, the zoom setting is located at the top. Unlike PDF viewer, there is no toolbar and you cannot hide UI elements.
💡 If the redaction feature is enabled in the project, upon clicking on the file with saved redaction drafts, it will be opened in the redaction tool for administrators and participants with Manage permission.