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16.2. Using the Document Viewer
The Document Viewer, which appears after you complete a form in the Data Entry view and click Submit, allows you to perform the following actions:
- Viewing Your Completed Document
- Downloading the Completed Document
- Emailing the Completed Document
- Signing the Completed Document (if applicable)
- Viewing Signature Information
- Printing the Completed Document
Viewing Your Completed Document
When you click the Submit button on the Data Entry View, the Document Viewer appears, allowing you to view the final, completed document.
You can view the document either as a PDF or as an image (PNG) file. By default, the PDF version is shown. However, if the PDF does not render correctly on your system, click the Adobe button to switch to the image view.
The Document Viewer is updated, and the appearance of the Adobe button changes, showing you that you are now using the image (PNG) view.
When using the PDF view, you can navigate between pages using the Page drop-down list and buttons. You can also adjust the size of the document in the Document Viewer using the Fit Width drop-down list and buttons. Both items are highlighted below.
When using the image (PNG) view, there are no size of page controls. You simply scroll down to view the entire document.
Tip: You can also access previously saved documents using the Browse dialog box.
Downloading the Completed Document
You can copy a completed document to your local system using the download button.
Note: The exact process for downloading the document differs based on your current web browser.
Emailing the Completed Document
You can email a copy of the completed document using the email button.
When this button is clicked, the Compose New Email dialog box appears.
To send an email:
- Specify the recipient's email address in the To text box.
- Specify a subject in the corresponding text box.
- Type the email's message in the corresponding text box.
- Click send email.
Your message is send, with the document automatically attached.
Tip: You can customize the appearance of the text that you add to the Message text box, including adding custom HTML text and tags, using an email template. For more information, see Creating an Email Template.
Signing the Completed Document
If signature fields are present in your document, you are immediately alerted when the Document Viewer first opens.
You can then sign the document using the sign button, as specified in the message above.
This button opens the Signature screen, which allows you to sign the document.
For more information, see Signatures.
Viewing Signature Information
Once you sign the document, you can view the corresponding signature information using the signInfo button.
When you click this button, the Signature Info dialog box appears, displaying complete details about all of the document's signatures. For more information, see Viewing Signature Details (Signature Log).
Printing the Completed Document
The method used to print the document is based on the view you are using in the Document Viewer, as described below:
- PDF View. Use the print feature that is native to your local PDF rendering software.
For example, when using the Chrome browser, if you hover your mouse pointer over the document in the Document Viewer, the following toolbar is displayed:
You should use the print button (far right button) to print the document. - PNG View. Download the file, and then print it using the image viewer of your choice.