How to View a Document and use its features

How to View a Document and use its features?

Introduction

To view the document and use its features, follow the steps given below.
Step 1:- Click on DMS, from there select the fund from where you want to download the document and click on it.

dms-fund-name

Step 2:- From the appearing page, select the folder and the document that you want to view.
Step 3:- Now click on the three-dot icon from the action column and select the View option from there. 



Step 4:- The document will now be opened and now you can perform the following functions from there. These features will be very useful for large documents with numerous pages.



    Page View:- Initially, when you open the document, on the left-hand side, there will be an overview of the pages with numbers underneath them. You can click on Panel icon to remove the page overview on the left and enlarge the document.

  1. Document Text Search:- You can click on the Search icon and enter the text to search for it in the document. Wherever a similar text is found, page no. and the line will be listed. Also, on the page, the text will be highlighted with yellow color. You can also choose if you want your searched text to be Case Sensitive or Whole Word.



  1.  Print:- You can also print the document by clicking the print option from the hamburger menu.


  1.  Full Screen:- You can click on this option to expand the file view to full screen. To exit from Fullscreen mode, you can press Esc key or click on the Fullscreen icon.

  1.  View Controls:- Changes in Transition, Orientation, and Layout can be performed from here.
    1. Page Transition:- You can change page transition if you want page-by-page transition or a continuous page transition.
    2. Page Orientation:- You can change page orientation as well by clicking on Rotate Clock-wise or Rotate Counter Clock-wise options.
    3. Page Layout:- You can change the layout of the pages, you can keep it either Single, Double, Cover Facing, or even Compare the page side by side whenever required.
  1.  Page Size:- You can also increase or decrease the page size if needed.


  1.  Select:- This will enable the cursor and if clicked upon Added Bookmark, Comment, or Highlight, it will give the option to Delete and Change Colour for the features used.
  2. Below are the menu with more options to be used in PDF: 
1) Annotate: By default, it will be open as below
 





    1.  Underline (Keyboard shortcut: U)
    2.  Highlight (Keyboard shortcut: H)  Highlight Texts:- You can also highlight the text with the same color of the comment to add the comment to the text.
    3.  Rectangle (Keyboard shortcut: R)
    4.  Free Text (Keyboard shortcut: T)
    5.  Free Hand Highlight
    6.  Free Hand (Keyboard shortcut: F)
    7.  Note (Keyboard shortcut: N)
    8. Squiggly (Keyboard shortcut: G)
    9.  Strikeout (Keyboard shortcut: K)

2) Shapes 

 

  1.  Rectangle (Keyboard shortcut: R)
  2.  Free Hand Highlight
  3.  Free Hand (Keyboard shortcut: F)
  4.  Line (Keyboard shortcut: L)
  5.  Polyline
  6. Arrow (Keyboard shortcut: A)
  7.  Arc
  8. Ellipse (Keyboard shortcut: O)



  1. Rubber Stand 
  2.  Callout  (Keyboard shortcut: C)



  1. Rubber Stand 
  2.  Free Text (Keyboard shortcut: T)
  3.  Cross
  4.  Tick
  5.  Dot
  6.  Calendar

  1.   Search from the document. 
  2. View Comments:- This is to view the comments. 


  1.  Note (Keyboard shortcut: N):- This icon is to add a comment. You can also change the color of the comment box by clicking on the pallet icon that appears when clicked on the comment icon. You can also Delete the comment once the comment is resolved. From the View Comment icon, you can also perform actions like filtering and Sorting.
  2. Bookmark - If the document is tagged to any line item, then below are the steps to follow to add a bookmark. Please click here for more details. 
  1. Download:- You can click on the Download option to download the document.
  2.  Close:- To close the document, click on Close icon. 

That's it, these are all the features of a document.
To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

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