The FuseDocs application comes with a built-in PDF viewer which allows you to quickly and easily preview the output of compilations, as well as perform specialised functions to modify the compiled document such as sticker annotations and watermarking.
Please note that this document is a living document and may not always reflect the version of software which you are currently using. If you see any discrepancies, please let us know and we can ensure you are updated to the latest version.
Opening the PDF Viewer
To ensure a smooth transition for existing clients, clients are being progressively moved to the new PDF viewer in-app. Please note that the PDF viewer is not currently available for FuseDocs Ribbon users.
To get the PDF viewer enabled for your business, simply raise a support ticket here.
Once the PDF viewer is enabled, you should see compiled documents open in a new tab in FuseDocs automatically once completed.
You can also open existing PDFs using the Open PDF button from the Home tab:
Using the PDF Viewer
If you've previously used the in-app PDF viewer, you should see a number of improvements and changes over the old viewer:
- Drastically improved page load speed and memory usage
- A much larger suite of PDF navigation and manipulation tools
- Workflow change: to copy / paste / delete an annotation, you now must first switch to Annotation mode from the right-click menu, or from the ribbon. This is shown in more detail in the Add TextBox / Add Stamp sections below.
The image below shows the main interface elements:
Clockwise, from the very top:
- The PDF controls give you a set of frequently used controls for quick use
- The PDF actions are a set of pre-set actions, tailored for your specific requirements
- The page navigation controls allow you to quickly navigate through the document
- The tool panels give a number of useful tools for navigating through and altering the PDF. From the left, they are:
- Thumbnail navigation
- Annotation navigation
- The PDF title shows the title of the PDF of the active tab.
The ribbon contains controls for common actions. The most important actions are described below.
Move / Edit Toggle
The Move / Edit button shows the current "tool" you have active, and switches between modes when clicked. The move tool will allow you to pan through the document by clicking and dragging. The edit button allows you to edit, copy, paste, and delete annotations.
Document Layout Buttons
The document layout buttons switch between the three available presentation layouts: page at a time (only one page is shown on screen); continuous scroll (pages appear appear above one another - this is the default mode); and two column presentation, which shows the pages as if placed in a binder.
The buttons at the bottom of the window allow navigating through the document. The buttons navigate to the first page, previous page, next page, or last page respectively.
Additionally, the toolbox on the left-hand side of the window allows navigating through the document using a number of different methods.
The first tab allows easy navigation by bookmark. Clicking on any of the bookmarks will take you to that location in the document.
The second tab allows navigation using thumbnail previews. Clicking on any of the thumbnails will take you to that location in the document.
The third tab allows navigation to each of the annotations in the document. Clicking on any of the annotations will take you to that location in the document. When clicked, the tool mode will automatically change to Edit and the annotation will be highlighted in the main view.
The fourth tab allows you to search text within the document, and navigate to any instances of the searched text. To search, enter your search term in the first textbox and click the magnifying glass. Please note that this functionality will not work correctly on documents which have been scanned without OCR, or which have been printed to PDF without searchable text. For more information please contact your champion or raise a ticket.
The PDF viewer can be customised with a set of quick actions, based on your business's requirements. Presented below are a few generic examples of the most common actions - your set may vary as per discussions with your champion / implementation specialist.
The Add TextBox button will add a textbox at the top-left of the current page. Upon creation, you will be prompted as to the text you would like added to the document.
Once added, you can use the Edit tool (automatically selected) to alter the position of the textbox by clicking and dragging:
The text within the box can be edited by either double-clicking on the textbox or using the right-click menu:
The right-click menu also shows a number of other useful functions which can be used to copy / paste / delete the textbox.
The Add Stamp button allows you to add a predefined image to the top-left of the current page. An example is a "SIGN HERE" sticker for quickly marking signing requirements.
Once added, you can use the Edit tool (automatically selected) to alter the position of the stamp by clicking and dragging:
The right-click menu shows a number of useful functions which can be used to copy / paste / delete the stamp:
Note: you must be in Edit mode to edit / move / delete stamps or textboxes. Switch to Edit mode using the tool switch button or from the right-click menu to edit annotations.
Mark As Draft / Watermark
Custom watermarks can be added for your business to watermark some or all of the pages in the document. Clicking once will add a watermark, clicking again will remove the watermark from all pages.
Save as PDF
The PDF can be saved to a location of your choosing with the Save as PDF button. This copy will include all the changes made using the PDF viewer.
Open in External Application
The viewer can be customised to open the document in a number of external applications such as Adobe Acrobat. This will save the current document with any changes made using the PDF viewer and open in the specified application. Please note that any changes made in the external application will not be reflected in FuseDocs unless you close and re-open the document in FuseDocs.
The PDF viewer can be customised to save the document with security options, which provides a level of protection against the document being edited once saved.