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1.29. 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
One way to access previously saved documents is 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 sent, with the document automatically attached.
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.
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
Download the file, and then print it using the image viewer of your choice.