The PDF Viewer in Casescribe is a comprehensive tool designed for efficient document management. It enables users to view documents, highlight text, add and edit case facts, and perform various other functions. This guide will detail the features and functionalities of the PDF Viewer to help you maximize its potential in your workflow.
How to View a Document
To open a document, navigate to the "Documents" tab. Here, a list of all uploaded documents will be displayed. Click on the file name of the desired document to open it in the PDF Viewer.
Features of the PDF Viewer
Adding and Editing Case Facts
Add and Edit Facts: Users can add and edit case facts including dates, facts, pages, and tags.
Text Formatting: Emphasize facts by using bold, italic, underline, or changing the font color.
Undo and Redo: Easily undo and redo recent changes to case facts.
Delete Facts: Remove any case facts as needed.
Creating Case Facts by Highlighting
Highlighting Text: Within the document, highlight the desired text to add as a case fact. A pop-up labeled "Add Facts" will appear, enabling quick addition without manual typing or copy-pasting.
Zooming, Jumping to Pages, and Rotating Documents
Zoom: Use the icons in the upper center of the panel to zoom in and out of the document.
Page Navigation: Manually enter a page number to jump to the desired page.
Rotate Documents: Rotate the document as needed using the rotate icon.
Downloading the Document
Download: In the upper right corner of the PDF Viewer screen, click the download icon to download the specific file currently open.
Page List
Use the right side panel to navigate through other documents.
Providing Comments
Add Comments: In the case facts, you or the system create, add comments and notes. Other users within your organization can view and add their comments as well.
The Casescribe PDF Viewer is an essential tool for efficient document management, offering features like viewing, annotating, and editing case facts. By utilizing these functionalities, you can streamline your workflow and improve productivity. Stay tuned for more UI enhancements coming soon to further improve your experience.