DMS Browse - Documents Tab

DMS Browse - Documents Tab comes with two different options to complete your selection process.

The DMS Browse Documents tab consists of two panes: Browse Documents and Browse Recently Selected. Each pane can be expanded to show their respective lists and perform certain actions.

Preview Documents

You can preview a document selected in either the tree view or the grid view by clicking Preview (located below the tree view).

The DMS Browse Documents tab consists of two panes: Browse Documents and Browse Recently Selected.

If you select multiple documents in the grid view and click Preview, the document selected first will be previewed. If multiple documents are selected in the tree view, the last document selected will be previewed.

To preview a virtual document, the selected virtual document must have content.

Browse Selected Documents

This view helps you to keep track of the documents, virtual documents, Veeva placeholders, and Veeva binders that you have selected as you browse a DMS and choose entries to add to an assembly.

When you are assigning documents in an assembly, the Browse Recently Selected pane is available on the Documents tab of the Browse window.

The Browse Recently Selected pane automatically lists all documents, virtual documents, Veeva placeholders, and Veeva binders that you select in the grid view, with the most recently selected added to the bottom of the list. To remove an entry from the Browse Recently Selected pane, select the root folder, and then clear the check box of the entry in the grid view.

The Browse Recently Selected list is expandable and collapsible at the root folder and at nodes for virtual documents and Veeva binders. The expanded view enables you to see all versions of a selected entry:

— To view an entry in the Browse Recently Selected pane, select the entry in the list and click Preview. The entry opens in the appropriate application for viewing.

— To add entries from the list of recently selected entries to an assembly, select the check box next to each entry that you want to add and click OK.

— To quit the DMS Search without assigning any of the recently selected entries to the assembly, click Close.