View, preview documents

There are two ways  to view files without having to open them in their original (source) applications.

Tip:  You generally don't need to have the original, source applications installed on your machine to view files in Worldox. There are exceptions, but Worldox Viewers can handle most file types you'll encounter..

•       View a document in the Worldox Viewer

•       Previewing documents on the Viewer tab

Default viewing choices can be customized for both viewing and previewing::

•       Set viewing defaults for the Viewer window

•       Set viewing defaults for the Viewer tab

Related Topics

View a document in the Worldox Viewer

  1. Use the left-side navigation panel, search or other tools to find the worklist you need.

  2. Highlight (select) the file you want to view.

Note:  Worldox lets you select multiple files, but only one - the highlighted listing - can actually be viewed at any one time.

  1. With a file highlighted, click View in the toolbar. You could also select View from the File pull-down menu, or right-click with the listing highlighted and select View from the right-click menu. That opens the selected file in the Worldox Viewer window.

Note:  You need not have the source application available for a file in order to view that file in Worldox. The Viewer window runs on Oracle viewers which are part of the Worldox installation at your site.

Once the Viewer window is open, you can use the toolbar to take action. Here is a clickable "map" of Viewer toolbar buttons.

Tip:  It's easy to save Viewer window size and position - for single or dual-monitor setups - so the Viewer always looks the same when opened.

Previewing documents on the Viewer tab

Highlight (select)  the file you want to open in the Worldox worklist. then click the View document tab or the icon equivalent -View icon- at the bottom of the worklist. That opens the Viewer tab, where the file can be previewed:

Tip:  You may see "click to view" links rather than thumbnail previews for certain file types on the Preview tab.

Notes:  As you can see from the illustration above, up to three files can be previewed at the same time. Or, you can view just one document. Here are some helpful tips:

•        Descriptions of what Viewer tab toolbar buttons do.

•        A quick tutorial on using new Viewer tab features.

Set viewing defaults for the Viewer window

  1. Use the left-side navigation panel, search or other tools to find the worklist you need.

  2. Highlight (select) the file you want to view.

  3. With a file highlighted, click View in the toolbar. You could also select View from the File pull-down menu, or right-click with the listing highlighted and select View from the right-click menu. That opens the selected file in the Worldox Viewer window.

In the Viewer window:

  1. If you intend to set a certain window size and position as your default (starting) view, then size and place the window as you want it to appear on-screen. Otherwise, continue on to step 5 below.

  2. Click the Display >Set View Defaults icon in the toolbar. That opens the Set View Defaults dialog.

In the Set View Defaults dialog:

  1. Check the Save Size & Position checkbox if you want to make the current size and position of this window the default for future viewing. Or, leave this unchecked to let Worldox handle Viewer window size and position.

  2. Select an Initial View setting:

Setting

Description

Fit to Read

Maximizes reading area in the Viewer window. This minimizes borders and blank space, zooming text or subject area to the largest size possible given current window size.

Fit to Width

Fits the document at full-page width within the window.

Fit to Window

Displays the entire paged document at the largest percent setting possible given the current window size.

  1. Click OK to save these settings. From this point forward, the Viewer window opens and appears as you just specified.

Set viewing defaults for the Viewer tab

  1. Use the left-side navigation panel, search or other tools to find the worklist you need.

  2. Highlight (select) the file you want to view.

  3. With a file highlighted, click the View document tab or the icon equivalent -View icon - at the bottom of the worklist. That opens the Viewer tab, where you can preview the file.

  4. Click the Display > Set View Defaults icon in the toolbar. That opens the Set View Defaults dialog.

In the Set View Defaults dialog:

  1. Check the Save width of center panel checkbox if you want to keep the currently-visible proportion between center and side preview panels on this tab. Or, leave this unchecked to let Worldox set the center panel width.

  2. Select an Initial View setting:

Setting

Description

Fit to Read

Maximizes reading area in the Viewer window. This minimizes borders and blank space, zooming text or subject area to the largest size possible given current window size.

Fit to Width

Fits the document at full-page width within the window.

Fit to Window

Displays the entire paged document at the largest percent setting possible given the current window size.

  1. Click OK to save these settings. From this point forward, documents and panels will appear in the Viewer tab as you just specified.