VIP ContentExplorer User Guide

VIP ContentExplorer

User Guide

Please read this guide carefully. For more information about OpenText products, contact your OpenText representative or refer to the documentation delivered with your VIP DocManager product.

VIPCE090201-UG-EN-03

VIP ContentExplorer

User Guide

VIPCE090201-UG-EN-03 Rev: 2017-Feb-13 This documentation has been created for software version 9.2.1. It is also valid for subsequent software versions as long as no new document version is shipped with the product or is published at .

Open Text SA

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Open Text Corporation

275 Frank Tompa Drive, Waterloo, Ontario, Canada, N2L 0A1 Tel: +1-519-888-7111 Toll Free Canada/USA: 1-800-499-6544 International: +800-4996-5440 Fax: +1-519-888-0677 Email: support@ FTP: For more information, visit

Copyright ? 2017 Open Text SA or Open Text ULC (in Canada). All rights reserved.

Trademarks owned by Open Text SA or Open Text ULC (in Canada).

Disclaimer

No Warranties and Limitation of Liability Every effort has been made to ensure the accuracy of the features and techniques presented in this publication. However, Open Text Corporation and its affiliates accept no responsibility and offer no warranty whether expressed or implied, for the accuracy of this publication.

Contents

Chapter 1 How to Use This Guide.................................................................................................................. 1

How This Guide is Organized ................................................................................................. 2

Chapter 2 VIP ContentExplorer Overview.................................................................................................... 3

VIP ContentExplorer Functions .............................................................................................. 4 Viewing DocFolders, DocLinks, and OmniLinks ............................................................. 4 Viewing Workflow Items ................................................................................................... 4

VIP ContentExplorer Features ................................................................................................ 5 Comparing VIP ContentExplorer Platforms ................................................................... 5

VIP ContentExplorer Operating Requirements.................................................................... 7

Chapter 3 Getting Started with VIP ContentExplorer .................................................................................. 9

Configuring Internet Explorer Settings................................................................................. 10 Logging into VIP ContentExplorer ....................................................................................... 12

Selecting the Display Language .................................................................................. 14 The VIP ContentExplorer Workspace .................................................................................. 15

Tree Control Pane........................................................................................................... 15 Navigating the Tree Control Pane ......................................................................... 17

Content Frame Pane ..................................................................................................... 18 Toolbar Buttons ............................................................................................................... 19 Exiting VIP ContentExplorer.................................................................................................. 22

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Table of Contents

Chapter 4 Accessing Content..................................................................................................................... 23

Accessing Content via DocFolders .................................................................................... 24 Accessing Content via DocLinks......................................................................................... 27

The DocLink Concept .................................................................................................... 27 A Case Study Using DocLinks ........................................................................................ 28 Using DocLinks to Find Content .................................................................................... 28

Saving Queries.......................................................................................................... 32 The User Column Editor............................................................................................ 33 Using DocLinks to Capture a Content Object ............................................................ 35 Editing DocLink Values................................................................................................... 36 Copying DocLink Values ............................................................................................... 36 Deleting DocLink Values................................................................................................ 37 Accessing Content via OmniLinks....................................................................................... 38 The OmniLinks Concept................................................................................................. 38 A Case Study Using OmniLinks ...................................................................................... 38 Using OmniLinks to Find Content .................................................................................. 39

Chapter 5 Working with Workflow Items .................................................................................................... 45

Finding and Opening Work Items ....................................................................................... 46 Selecting Columns and Sorting the Item List ............................................................... 48 Searching for Work Items ............................................................................................... 49

Working With Work Items ...................................................................................................... 50 The Work Item Window .................................................................................................. 50 Processing Work Items.................................................................................................... 52

Starting a New Work Case ................................................................................................... 53 Working with Captaris Workflow.......................................................................................... 54

Chapter 6 Revision Control.......................................................................................................................... 55

Document Revision Overview ............................................................................................. 56 The Revision Control Process ......................................................................................... 56 Revision Control Tips................................................................................................. 57

Initial Check In ....................................................................................................................... 58 Checking Out a Document................................................................................................. 59

Modifying a Document ................................................................................................. 61 Checking In a Document .................................................................................................... 62 Adding Annotations as Revisions ........................................................................................ 64 Viewing Document Revisions .............................................................................................. 65 Reverting to a Previous Document Revision ...................................................................... 66 Protecting Documents ......................................................................................................... 67

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Table of Contents

Chapter 7 The VIP ContentViewer ............................................................................................................. 69

VIP ContentViewer Overview.............................................................................................. 70 The VIP ContentViewer Workspace.................................................................................... 71

VIP ContentViewer Menus............................................................................................. 72 VIP ContentViewer Toolbar ........................................................................................... 75 Comparing Documents ....................................................................................................... 78 Changing the Mouse Mode ................................................................................................ 79 Moving Through the Document .......................................................................................... 80 Changing the Document Display ....................................................................................... 81 Zooming the Document Display ................................................................................... 81

Rubberband Zooming ............................................................................................. 81 Mouse Zooming........................................................................................................ 81 Fixed Magnification Zooming ................................................................................. 81 Rotating an Image ......................................................................................................... 82 Image Processing ........................................................................................................... 83 Changing AFP Document Resolution .......................................................................... 83 Working with Color ......................................................................................................... 83 Opening Images in Another Viewer ................................................................................... 85 Report Sequential Search .................................................................................................... 86 Report Index Search ............................................................................................................. 88 The Mobile Device Document Viewer ............................................................................... 89

Chapter 8 Notes and Annotations .............................................................................................................. 91

Notes and Annotations Overview....................................................................................... 92 Notes and Annotations on Mobile Devices ................................................................ 92

Text Notes............................................................................................................................... 93 Working with Text Notes ................................................................................................. 93

Annotations ........................................................................................................................... 96 Showing and Hiding Annotations ................................................................................. 96 Selecting Annotation Display Colors ............................................................................ 97 Bookmarks ....................................................................................................................... 97 Defining Bookmarks ................................................................................................. 97 Going to a Bookmark .............................................................................................. 98 Saving Annotations ........................................................................................................ 98 Printing Annotations ....................................................................................................... 99 Individual Annotations ................................................................................................... 99 Blackout Annotations ............................................................................................ 100 Highlight Annotations ............................................................................................ 101 Sticky Notes............................................................................................................. 102 Attach File............................................................................................................... 104 Rubber Stamp ....................................................................................................... 104

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