Document Viewer

Use the Document Viewer tools to view, search, annotate, redact, download, print, and email documents in Lucernex.

• Tools: Access tools to view, search, annotate, redact, and sign documents in the tab bar.

• Email: Email a document from the Document Viewer.

• Search: Search document text, comments, annotations, redactions, and signatures.

• Annotate: Add markup to a document with attributes and layers.

• Comment: add, edit, delete, and reply to comments.

• Manage e-signatures: Add, download, use, and delete e-signatures.

The Document Viewer supports these document types:

• .png
• .jpg
• .tiff
• .gif
• .pdf
• .dwg
• .dwf
• Microsoft Office file types

Access and Use the Document Viewer

Open a document in the Document Viewer, add markup, and save the changes.

1. Open the Documents page for the entity that contains the document.

   The Documents page is on the Details subtab in each module.

2. In the Documents menu, select the folder that contains the document.

   The document appears in the Documents pane.

3. Open the document in one of these ways:
   • Open the file.
   • Open the file context menu, and then select View.
4. Add markup to the document.
5. Select Save in the upper-right corner of the Document Viewer.
6. Close the Document Viewer.

   The Has Markups column displays Yes.

When you upload a new version of a document, existing markup is removed.