Document Viewer

The size limit for emails out of Lucernex is 10 MB. This limit includes the total of size of the body of the email AND the size of the attachment. If the email exceeds 10 MB, the attachment option will be disabled and the link option will be automatically selected. To configure the size limit, contact Lucernex Support.

To email a document from inside the Lucernex Document Viewer:

1. Click Download in the upper-right corner of the Lucernex Document Viewer.

   The Download pane opens on the left side of the Document Viewer.

2. Select the document format you want to send from the Download As field.

3. Click Email.

   The Email Document window opens.

4. Do one of the following:

   • If you want to send the email to a member on the entity:

     1. Click next to the Send To field.

        An Available Members window opens.

     2. Click Right Arrow next to the name of the person who should receive the email.

        The person’s name moves to the Selected Members field.

     3. Click Update Document Recipients.

        The window closes. The member appears in the Send To field.

   • Enter the email address of the person who should receive the document in the Send To field.

     If you want to enter multiple email addresses in the Send To or CC field, separate the email addresses with a semicolon.

5. If anyone should be carbon copied on the email, enter the person’s email address in the CC field.

   If you want to carbon copy a member on the entity, follow the same procedures outlined in Step 4, bullet 1.

6. If you want to add a custom message to the email, enter your message in the Comments field.

7. Choose at least one option:

   • If you want to include a link to the document in Lucernex, select the Include hyperlink to Document check box.

     Important!

     Link recipients must have active Lucernex credentials to access files. If the recipient of a hyperlinked file is a Lucernex user, but they do not have access to the document in Lucernex, the system will return the message: Sorry, you do not have access to this document.

   • If you want to include the document as an attachment, select the Attach Document check box.

     The size limit for emails out of Lucernex is 10 MB. This limit includes the total of size of the body of the email AND the size of the attachment. If the email exceeds 10 MB, the attachment option will be disabled and the link option will be automatically selected. To configure the size limit, contact Lucernex Support.

     Check box setting impacts on system behavior

     The following table describes the impacts that different setting configurations have on system behavior.

     Include Hyperlink	Attach Document	Behavior
     No	Yes	Recipients receive attachment via email but no hyperlink.
     Yes	No	Recipients receive hyperlink via email but no attachment.
     Yes	Yes	Recipients receive both hyperlink and attachment via email.
     No	No	User cannot click Send button until at least one check box is selected.

8. Click Send.

   A dialog box opens, confirming that the document is sent.

9. Click OK.

   The dialog box closes.

On the Search Options pane you can view your search results, and narrow your search criteria. Click Search Options to open the Search Options pane.

Search Options Pane – Quick Actions

Search Options Pane - Filter Pane

You can also filter your search results using the Filter Pane. Click Filter in the Search Options pane to open the Filter Pane. The following table describes each filter and its function.

Icon	Description
	Search in Document: Click this to search the text in the document.
	Search in Comments: Click this to search the comments added to the document.
	Search in Annotations: Click this to search the annotations added to the document.
	Search in Redactions: Click this to search the redactions in the document.
	Search in Signatures: Click this to search the signatures in the document.

Pictured below is the Attributes pane for the rectangle tool. This pane has tools which allow you to modify the appearance of the rectangle.

The following table describes each annotation attribute and its function.

Icon	Description
	Color: Select this field to open a palette of colors for your annotations. Select the color you want to use.
	Opacity: Select the level of opacity you want to use from the field.
	Border Width: Select the width you want for your annotation’s borders.
N/A	Include in Burned Document: Select this check box to mark an annotation as a permanent part of the file.

Additionally, some annotation types allow you to change the attributes of the shape and the border. These are distinguished by multiple tabs at the top of the Annotation Attributes pane. Pictured below is the Attributes Pane for the Text Annotation tool, with the tabs at the top of the pane boxed in orange, to make them more visible.

To edit an annotation:

1. Select the annotation.

   The Annotation Attributes pane opens.

2. To resize the annotation, click and drag the corners of the annotation.

3. To move the annotation, click and drag the center of the annotation.

4. Click Save Annotations in the toolbar to save your changes.

To delete an annotation:

1. Select the annotation.

   The Annotation Attributes pane opens.

2. Click Trash Can in the Annotation Attributes pane.

   The annotation is deleted.

To edit the name of your annotation layer:

1. Click Annotation Layers in the toolbar of the Annotate tab or the Redact tab.

   The Annotation Layers pane opens.

2. Click the menu on the My Annotations header bar.

   A menu opens.

3. Select Edit Name from the field.

   The name of your annotation layer becomes editable.

4. Make your changes.

5. Click elsewhere in the window.

   The name of your annotation layer is changed.

To save an annotation layer:

1. Click Annotation Layers in the toolbar of the Annotate tab or the Redact tab.

   The Annotation Layers pane opens.

2. Click the menu on the My Annotations header bar.

   A menu opens.

3. Select Save Annotations from the field.

   The Save Annotations pane opens.

4. Enter a name for your annotation layer in the Save As field.

5. Click Save.

   The Save Annotations pane closes. Your annotation layer is saved.

To delete an annotation layer:

1. Click Annotation Layers in the toolbar of the Annotate tab or the Redact tab.

   The Annotation Layers pane opens.

2. Click the menu on the My Annotations header bar.

   A menu opens.

3. Select Delete Annotations from the field.

   The Delete Annotations pane opens. A message appears in the pane, asking you to confirm your choice.

4. Click Confirm.

   The annotation layer is deleted.

You can load the annotations of other users who have access to your document.

To load annotation layers:

1. Click Annotation Layers in the toolbar of the Annotate tab or the Redact tab.

   The Annotation Layers pane opens.

2. Click the menu on the Annotations for Review header bar.

   A menu opens.

3. Select Load Annotations from the field.

   The Load Annotations pane opens.

4. Select the check box next to the annotation you want to load from the Select annotations for review table.

   You can also click Toggle All check box to add all annotations.

5. Click Done.

   The annotations you selected appear in the Annotations for Review table.

You can merge one or multiple layers of annotations. If you merge the annotations of another user into your annotation layer, you will be able to make changes to the annotations. The other user will still be able to see and make changes to their annotation layer.

To merge annotation layers:

1. Click Annotation Layers in the toolbar of the Annotate tab or the Redact tab.

   The Annotation Layers pane opens.

2. Click the menu on the Annotations for Review header bar.

   A menu opens.

3. Do one of the following:

   • Select Merge All Annotations from the field.

     Important!

     This action cannot be undone, and the system does not confirm whether you want to merge all annotations. Do not select the Merge All Annotations option unless you are certain you want to merge all annotations.

   • To select individual annotation layers to merge:

     1. Select Merge Annotations from the field.

        A list of the loaded annotations appears.

     2. Select the check boxes next to the annotation layers you want to merge.

        You can also select the Toggle All check box to select all annotation layers.

     3. Click Merge Selected to My Annotations.

        The annotation layers merge.

To add a comment:

1. Select the attribute to which you want to add a comment.

   The Annotation Attributes pane opens.

2. Click Comment .

   A Comment dialog box opens.

3. Enter your comment in the field.

4. Click Done.

   The comment is saved. It appears in the Comments pane.

To edit a comment:

1. Click Comments Pane in the toolbar to open the Comments Pane.

2. Select the comment you want to edit.

3. Hover your cursor over the in the comment.

   The Edit and Delete buttons appear.

4. Click Edit .

   The comment becomes editable.

5. Make your changes.

6. Click Done.

   The comment is updated.

To delete a comment:

1. Click Comments Pane in the toolbar to open the Comments Pane.

2. Select the comment you want to delete.

3. Hover your cursor over the in the comment.

   The Edit and Delete buttons appear.

4. Click Delete .

   The comment is deleted.

To reply to a comment:

1. Click Comments Pane in the toolbar to open the Comments Pane.

2. Select the comment to which you want to reply.

3. Click in the Reply field.

   The field becomes editable.

4. Enter your comment.

5. Click Done.

   Your comment is saved.

To type a new signature from the Manage E-Signatures window:

1. Click Manage E-Signatures in the toolbar of the E-Sign tab.

   The Manage E-Signatures window opens.

2. Click Draw New Signature at the bottom of the window.

3. Use your cursor to sign on the provided line.

4. Select whether this signature is a Signature, Initials, or Title from the Category field.

5. Click Save.

To type a new signature from the Manage E-Signatures window:

1. Click Manage E-Signatures in the toolbar of the E-Sign tab.

   The Manage E-Signatures window opens.

2. Click Type New Signature at the bottom of the window.

3. Type your name in the provided field.

   Several font options appear in the window.

4. Select the font option you want to use.

5. Select whether this signature is a Signature, Initials, or Title from the Category field.

6. Click Save once you are satisfied with your signature.

   The window closes. Your signature is saved.

To delete a signature from the Manage E-Signatures window:

1. Click Manage E-Signatures in the toolbar of the E-Sign tab.

   The Manage E-Signatures window opens.

2. Click Delete Signature below the signature you want to delete.

   The signature is deleted.

To download a signature from the Manage E-Signatures window:

1. Click Manage E-Signatures in the toolbar of the E-Sign tab.

   The Manage E-Signatures window opens.

2. Click Download Signature below the signature you want to download.

   A download dialog box opens.

3. Download the file.

To use a signature from the Manage E-Signatures window:

1. Click Manage E-Signatures in the toolbar of the E-Sign tab.

   The Manage E-Signatures window opens.

2. Click Use Signature of the signature you want to use.

   The window closes.

3. Click the area of the document where you want your signature to appear.

   Your signature appears on the document.