Viewing a Document from the Hit List

  • To view a document; check mark one or multiple documents from the hit list and click the view icon.
  • The next screen will open the desired file in a PDF file or in some instances in another format depending on the file type. We will go over the Docubase options available to you below, please remember that your version of Adobe Acrobat may have its own seperate options and are dependent on your version of Acrobat.
  • Listed below are the options available for the user while viewing a document. Remember that some options may not be availabile due to user rights.
Icon Function
View and/or modify the currently viewed document form.
View the log
View the notes attached to the document currently being displayed.
Print the document. This button is displayed if the logged-in user belongs to a group that has document printing rights for this document base.
Delete the document This button is displayed if the logged-in user belongs to a group that has document deletion rights for this document base.
Send documents via e-mail. This button is present if the user’s profile contains an e-mail address and the user belongs to a group that has document distribution rights for this document base.
Restore a document to compressed format.

This button is displayed if the user belongs to a group with restore rights.

Manage attachments of currently viewed document

This button is displayed if the user belongs to a group with attachment rights.

Add an audio note to the currently viewed document

This button is displayed if the user belongs to a group with attachment rights.

Add an approval to a document while it is being displayed.
Extract data.

This button is present if the logged-in user belongs to a group with data extraction rights.

View linked documents

This button will display a list of documents associated with the current document.

Folders associated with the document being validated
Locking/unlocking of document(s)

If you selected multiple documents you can scroll through documents using the scroll bar shown below.

To go back to the hit list click on the back button.

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