Web Viewer User Guide

WebViewer_User_Guide

User Manual:

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WebViewer​ ​User​ ​Guide
version​ ​3.1.0

©​ ​2002-2017​ ​PDFTron​ ​Systems,​ ​Inc.

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Table​ ​of​ ​Contents

Introduction
Desktop​ ​HTML5
Toolbar​ ​Menu
Toolbar​ ​Buttons
Page​ ​Navigation
Display​ ​Modes
Tool​ ​Modes
Annotation​ ​Tools
Other​ ​Items
Side​ ​Panel
Thumbnail​ ​Panel
Bookmark​ ​Panel
Full​ ​Text​ ​Search​ ​Panel
Notes​ ​Panel
Panel​ ​Options
Save​ ​Annotations
Toggle​ ​Annotations
Order​ ​by​ ​Document
Order​ ​by​ ​Time
Search​ ​in​ ​comments
Mobile​ ​HTML5
Main​ ​Menu
Search
Bookmarks
Annotation​ ​Menu
Annotation​ ​List
Options
Landscape​ ​Display
High​ ​Resolution
Show​ ​Annotations
Save​ ​Annotations
Offline​ ​Mode
Annotation​ ​Menu
Annotation​ ​Tools
Text​ ​Select
Back​ ​to​ ​Main​ ​Menu
Annotation​ ​Create​ ​Popup
Annotation​ ​Edit​ ​Popup
Offline​ ​Mode
Downloading​ ​a​ ​Document
Viewing​ ​a​ ​Document​ ​Offline

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Introduction
The PDFTron WebViewer provides a consistent user interface across all browsers and allows a
number​ ​of​ ​interactions​ ​with​ ​the​ ​document​ ​pages​ ​and​ ​its​ ​annotations.
This document outlines how to use the various WebViewer buttons to exercise all of the features from
a​ ​user’s​ ​perspective​ ​in​ ​the​ ​mobile​ ​and​ ​desktop​ ​viewers.

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Desktop​ ​HTML5
Toolbar​ ​Menu

The main toolbar is where the user is presented different display mode options and various navigation
options.

Toolbar​ ​Buttons
Page​ ​Navigation
Allows​ ​the​ ​user​ ​to​ ​set​ ​the​ ​current​ ​page​ ​and​ ​to​ ​go​ ​to​ ​the​ ​previous​ ​and​ ​next​ ​page​ ​quickly
Zoom​ ​Slidebar
Allows​ ​the​ ​setting​ ​of​ ​zoom​ ​level
Display​ ​Modes

There​ ​are​ ​6​ ​display​ ​modes​ ​supported​ ​in​ ​the​ ​Display​ ​Mode​ ​dropdown​ ​menu:
1. Single
Displays one page at a time; the document is treated as a series of pages that the user moves
through.
2. Continuous
Displays all pages in one continuous column and is scrollable, much like navigating a
webpage.
3. Facing
Displays​ ​two​ ​pages​ ​at​ ​a​ ​time,​ ​side​ ​by​ ​side​ ​as​ ​a​ ​spread.
4. Facing​ ​Continuous
Displays​ ​pages​ ​in​ ​two​ ​continuous​ ​vertical​ ​columns.
5. Cover
Displays two pages at a time, side by side as a spread. The first page always starts on the right
column.
6. Cover​ ​Continuous
Displays​ ​pages​ ​in​ ​two​ ​continuous​ ​vertical​ ​columns.​ ​The​ ​first​ ​page​ ​always​ ​starts​ ​on​ ​the​ ​right.

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Fit​ ​Zoom
Allows​ ​the​ ​user​ ​to​ ​quickly​ ​zoom​ ​the​ ​viewer​ ​to​ ​fit​ ​the​ ​width​ ​or​ ​fit​ ​the​ ​page
Rotate​ ​Pages
Allows​ ​the​ ​user​ ​to​ ​rotate​ ​the​ ​page​ ​90​ ​degrees​ ​clockwise​ ​or​ ​counterclockwise​ ​at​ ​a​ ​time.
Tool​ ​Modes
Pan​ ​Mode
Allows​ ​the​ ​user​ ​to​ ​pan​ ​around​ ​the​ ​document
Text​ ​Select​ ​Mode
Allows​ ​the​ ​user​ ​to​ ​highlight​ ​and​ ​select​ ​text​ ​on​ ​the​ ​document
Annotation​ ​Tools

These tools allow the creation of many different types of annotations. By default there are four tools
shown​ ​and​ ​more​ ​can​ ​be​ ​viewed​ ​by​ ​pressing​ ​the​ ​downward​ ​pointed​ ​arrow.
The sticky note and signature can be created by simply clicking on the page. The rectangle, ellipse,
free text, free hand, line and arrow can be created by clicking and dragging to change their size. Text
annotations will appear when clicking and dragging over top of text on the page. The Polyline, Polygon
and Callout annotations will have a point added on each click. The callout is completed automatically
after​ ​three​ ​clicks​ ​while​ ​the​ ​polygon​ ​and​ ​polyline​ ​can​ ​be​ ​completed​ ​by​ ​double-clicking​ ​on​ ​the​ ​page.
The annotation multi-select tool allows the selection of multiple annotations by clicking and dragging to
create​ ​a​ ​rectangle​ ​which​ ​will​ ​select​ ​any​ ​annotations​ ​that​ ​fall​ ​within​ ​that​ ​region.
Other​ ​Items
Text​ ​Search
Allows the user to enter text to search for, after which the viewer navigates to the first instance of the
found​ ​text.
Print
Allows​ ​the​ ​user​ ​to​ ​print​ ​the​ ​document.
Full​ ​Screen
Expands​ ​the​ ​viewer​ ​space​ ​to​ ​take​ ​up​ ​the​ ​full​ ​screen
Notes​ ​Panel​ ​Toggle
Hides​ ​or​ ​shows​ ​the​ ​panel​ ​containing​ ​annotation​ ​notes.

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Side​ ​Panel

The Side Panel is shown initially when the user loads the document and users can hide or show it
using the Toggle Side Panel button in the toolbar menu. It consists of three sub-panels: Thumbnail
Panel,​ ​Bookmark​ ​Panel​ ​and​ ​Full​ ​Text​ ​Search​ ​Panel.

Thumbnail​ ​Panel
The Thumbnail Panel displays the thumbnail previews for each page of the document. Clicking on a
thumbnail​ ​quickly​ ​navigates​ ​the​ ​viewer​ ​to​ ​the​ ​selected​ ​page.

Bookmark​ ​Panel
The Bookmark Panel displays all the bookmarks in the document and allows quick navigation to the
bookmarks.

Full​ ​Text​ ​Search​ ​Panel
The Full Search Panel is where the user can perform text searches on the document. Unlike the quick
search​ ​text​ ​box​ ​in​ ​the​ ​Toolbar​ ​Menu,​ ​more​ ​search​ ​options​ ​are​ ​presented​ ​to​ ​the​ ​user.

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Notes​ ​Panel

The notes panel is located on the right side of the screen and is closed initially. It displays a note for
each annotation and any text associated with it. By default each note tries to align itself vertically with
its​ ​annotation​ ​on​ ​the​ ​page.​ ​If​ ​there​ ​are​ ​too​ ​many​ ​notes​ ​then​ ​lower​ ​notes​ ​will​ ​be​ ​pushed​ ​downwards.

If the current user is the owner of the annotation then they can edit or delete their messages. Anyone
can add a reply to an annotation. To add a reply to an existing note first select it by clicking on it and a
box​ ​will​ ​appear​ ​allowing​ ​a​ ​reply​ ​to​ ​be​ ​entered.

Panel​ ​Options

Clicking​ ​the​ ​button​ ​in​ ​the​ ​top​ ​right​ ​corner​ ​of​ ​the​ ​panel​ ​opens​ ​up​ ​a​ ​menu​ ​with​ ​some​ ​options.

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Save​ ​Annotations
When the user clicks on the Save button all the annotations currently on the document, as well as any
form​ ​data,​ ​will​ ​be​ ​exported​ ​into​ ​an​ ​XFDF​ ​file​ ​and​ ​sent​ ​to​ ​the​ ​server​ ​URL.
Toggle​ ​Annotations
The Toggle Annotations button is a toggle button that toggles annotations on and off, where the button
label also toggles between “Show” and “Hide” accordingly. While annotations are toggled off it does
not mean that they are deleted. They are just hidden from the viewer and at any point the user can
toggle​ ​annotations​ ​on​ ​again.
Order​ ​by​ ​Document
When notes are ordered by document they try to align themselves vertically with their associated
annotation​ ​on​ ​the​ ​page.​ ​As​ ​the​ ​document​ ​is​ ​scrolled​ ​the​ ​notes​ ​scroll​ ​with​ ​it.
Order​ ​by​ ​Time
When notes are ordered by time then they are listed one after the other with the most recently added
or replied to notes on top. When in this mode the notes panel can be scrolled independently of the
document.
Search​ ​in​ ​comments
Typing in this box will cause the notes to display in a list with the search term selected on each note
containing​ ​the​ ​term.​ ​Notes​ ​that​ ​don’t​ ​contain​ ​the​ ​search​ ​term​ ​will​ ​be​ ​hidden.

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Mobile​ ​HTML5

Main​ ​Menu

From​ ​left​ ​to​ ​right:​ ​Search,​ ​Bookmarks,​ ​Annotation​ ​Menu,​ ​Annotation​ ​List,​ ​Options

Search
Tapping the Search button brings up a search box where the user can enter text to search through the
document​ ​for​ ​matched​ ​text.
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Bookmarks
The Bookmarks button brings out a panel listing all the bookmarks in the document and allows the
user​ ​to​ ​navigate​ ​to​ ​them​ ​quickly.

Annotation​ ​Menu
When the user taps on the annotation menu button the annotation menu will be displayed and replace
the main menu. In the annotation menu there are options to edit and create various annotation types
and​ ​switch​ ​to​ ​text​ ​select​ ​mode.

Annotation​ ​List
In the annotation list every annotation is listed, ordered by page number. From the list the user can
edit the notes of their own annotations as well as reply to or delete existing annotations. Tapping on
the​ ​subject​ ​of​ ​the​ ​annotation​ ​will​ ​jump​ ​to​ ​the​ ​page​ ​the​ ​annotation​ ​is​ ​on​ ​and​ ​select​ ​the​ ​annotation.

Options
The options button brings out a panel listing various options for the viewer. The panel can be closed
by​ ​tapping​ ​anywhere​ ​outside​ ​of​ ​it,​ ​making​ ​a​ ​swiping​ ​gesture​ ​to​ ​the​ ​right​ ​or​ ​pressing​ ​the​ ​x​ ​button.
Landscape​ ​Display

The page display mode to use when the mobile device is in landscape mode (width is larger than
height).​ ​ ​Single​ ​page​ ​will​ ​show​ ​one​ ​page​ ​at​ ​a​ ​time​ ​and​ ​double​ ​page​ ​will​ ​show​ ​two​ ​pages​ ​at​ ​a​ ​time.
High​ ​Resolution

Toggles whether the document is viewed at a higher resolution for devices that support it. Disabling
high​ ​resolution​ ​will​ ​decrease​ ​page​ ​load​ ​times​ ​at​ ​the​ ​cost​ ​of​ ​quality.
Show​ ​Annotations

The Show Annotations checkbox toggles annotations on and off. While annotations are toggled off it
does not mean that they are deleted. They are just hidden from the viewer and at any point the user
can​ ​toggle​ ​annotations​ ​on​ ​again.
Save​ ​Annotations
When the Save Annotations buttons is pressed all the annotations currently on the document, as well
as​ ​any​ ​form​ ​data,​ ​will​ ​be​ ​exported​ ​into​ ​an​ ​XFDF​ ​file​ ​and​ ​sent​ ​to​ ​the​ ​server​ ​URL.
Offline​ ​Mode

If offline mode is enabled then there will be a button that allows the user to download the document for
offline viewing. If the document has been downloaded then a checkbox will be enabled to allow the
user​ ​to​ ​switch​ ​into​ ​offline​ ​mode.

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Annotation​ ​Menu

From left to right: Sticky Note, Text Highlight, Text Underline, Text Strikeout, Text Squiggly, Signature,
Free Hand, Free Text, Arrow, Line, Rectangle, Ellipse, Text Select, Annotation Multi-select, Back to
Main​ ​Menu

Annotation​ ​Tools
The sticky note and signature can be created by simply tapping on the page. The rectangle, ellipse,
free text, free hand, line and arrow can be created by touching and dragging to change their size. Text
annotations​ ​will​ ​appear​ ​when​ ​touching​ ​and​ ​dragging​ ​over​ ​top​ ​of​ ​text​ ​on​ ​the​ ​page.
The annotation multi-select tool allows the selection of multiple annotations by touching and dragging
to​ ​create​ ​a​ ​rectangle​ ​which​ ​will​ ​select​ ​any​ ​annotations​ ​that​ ​overlap.

Text​ ​Select
The Text Select button is a toggle button that toggles between panning and text select mode. When
the user is in text select mode they cannot pan, zoom, or swipe. The view is fixed as long as the user
is​ ​in​ ​text​ ​select​ ​mode.

Back​ ​to​ ​Main​ ​Menu
Tapping​ ​this​ ​button​ ​brings​ ​the​ ​Main​ ​Menu​ ​back​ ​and​ ​automatically​ ​sets​ ​the​ ​viewer​ ​in​ ​pan​ ​mode.

Annotation​ ​Create​ ​Popup

By​ ​long​ ​pressing​ ​on​ ​the​ ​page,​ ​the​ ​user​ ​can​ ​bring​ ​up​ ​a​ ​quick​ ​select​ ​menu​ ​that​ ​lists​ ​non-text​ ​related
annotations.

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Annotation​ ​Edit​ ​Popup

In the annotation edit popup, the user can modify the stroke color, fill color, text color, thickness,
opacity and font size of the annotations. The appropriate editable properties will show up according to
the​ ​selected​ ​annotation.
The annotation edit popup will be displayed after tapping on an annotation to select it. An annotation
can be selected while in any tool mode by tapping, except for the sticky note tool. The popup will
disappear once the user deselects the annotation by tapping elsewhere on the viewer or when the
user hits the Done button (indicating the editing is finished) or the Delete button (deleting the selected
annotation,​ ​thus​ ​deselecting​ ​it​ ​as​ ​well).
After selecting the Style button the user will be able to select different colors for the annotation and
add or remove colors from their quick list. The advanced button gives the user more colors to select
and​ ​finer​ ​control​ ​of​ ​the​ ​other​ ​annotation​ ​properties.

The Note property represents the popup note of the annotation in the PDF. After pressing that button
the options dialog will be opened and a textarea will allow the user to enter text. The message will be
saved​ ​into​ ​XFDF​ ​as​ ​well​ ​when​ ​the​ ​user​ ​saves​ ​the​ ​annotations.

©​ ​2002-2017​ ​PDFTron​ ​Systems,​ ​Inc.

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Offline​ ​Mode
The PDFTron WebViewer provides support for downloading documents for offline viewing. Once a
document​ ​has​ ​been​ ​downloaded​ ​it​ ​will​ ​be​ ​able​ ​to​ ​viewed​ ​without​ ​an​ ​Internet​ ​connection.

Downloading​ ​a​ ​Document
In the desktop viewer there is a button with a downward pointing arrow. Pressing this button will begin
downloading the current document. While the document is downloading the button will become a
cancel button and if this button is pressed before the download has finished then the download will be
cancelled.​ ​ ​In​ ​the​ ​mobile​ ​viewer​ ​there​ ​is​ ​a​ ​button​ ​on​ ​the​ ​options​ ​panel​ ​that​ ​has​ ​the​ ​same​ ​functionality.

Viewing​ ​a​ ​Document​ ​Offline
In the desktop viewer to the right of the download button there is a button that toggles between
viewing the document online or offline. Once the document has been downloaded then this button can
be pressed to switch to offline viewing mode. This mode is exactly the same as normal viewing except
that no Internet connection is required. In the mobile viewer this is a checkbox on the options panel
that​ ​has​ ​the​ ​same​ ​functionality.

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Page Count                      : 14
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