Change the View Modes

The menu enables you to view the documents and reports in any of the following modes.

• Summary View

• Document View

  Note: The documents can be SVG files (Scalable Vector Graphics/two-dimensional (2D) Drawings), non-SVG files (for example, MS Office documents, DWGs, PDFs) or three-dimensional digital simulations (3D Model).

Any item representing a tag, when selected from Browse, Search, Query Forms, Sets or Basket Panel automatically opens in the Summary View mode. The Summary View can be configured to display information in the zones representing relationships, metadata or characteristics. For example, it can be configured with the following zones:

• Details

• Key Attributes

• Attributes

• Related Items

• Related Documents

• Related Query Forms

• 2D View

• 3D View

  Note: By default, a report opens in the Document View.

View Documents in Summary View

Any item representing a document selected from a documents folder initially opens in the Document View. You can change the view mode from Document View to Summary View using the option. The Summary View mode enables you to get an overview of a document in zones that are configurable. For example, the zones can be:

• Details

• File Viewer

• Attributes

• Revisions

• Related Items

To view documents in the Summary View:

1. In the top-right of the Document View, select .

2. From the View options, select Summary View.

   The view mode changes to Summary View.

View Documents in Document View

To view documents in Document View:

3. In the top-right of the Summary View, select .

4. From the View options, select Document View.

   The view mode changes to Document View.

Default Viewers - Colours

The Document Viewers in Dashboard (such as the 2D SVG viewer) use colours to indicate the highlighted or selected items. Using the Colours dialog, you can specify default colours used to indicate these states.

To change a default colour:

5. Select on the existing colour in the dialog.

6. A colour picker is displayed allowing you to choose a colour.

   

   Note: In some viewers, you can override the default colours temporarily. The default colours are reinstated after the current session ends.