# About the Doc Info Page When you open a document, the Doc Info page opens. This page includes these panels: * **Header Area**: The header area above the document viewer and fields panel allows you to navigate back using the breadcrumb trail and see the current document status (lifecycle state). The icons next to the document name can set the document as a favorite, display related notifications, or show the **Active Workflow** panel (if a workflow is active). If you are a task owner for an active workflow, you also see a task bar. If the document uses a lifecycle configured with lifecycle stages, the Lifecycle Stages banner displays information on where the document is its lifecycle. In addition, this area shows buttons for the **Actions** menu, document download options, and the layout selector. If a lock icon displays in the **Header Area**, a user has checked out the document. If a gavel icon displays, the document is under a legal hold. * **Document Viewer**: The document viewer displays viewable renditions without any additional plugins or applications and on any device that supports HTML5 (iPad, Android tablets, etc.). The document viewer is to the left of the Doc Info pane. If a viewable rendition is available, it appears here. From the document viewer, you can review the document, add annotations, and click through embedded links. * **Doc Info Pane**: The Doc Info pane to the right of the document viewer displays several panels with information about the document, including its fields, relationships, files, sharing settings, and document readiness, in individual tabs.
Doc Info page ## Active Workflow Panel {#active-workflow} The **Active Workflow** panel opens from a diamond icon in the header area. From this panel, you can view information about the workflow that is currently active on the document, including open tasks, the workflow owner, and the workflow configuration version. If you are a task assignee or the workflow owner, you can perform actions from this panel.
## Lifecycle Stages Banner {#lifecycle-stages-banner} Lifecycle Stages help you understand where a document is in its lifecycle by grouping specific lifecycle states into ordered collections of stages. The Lifecycle Stages banner provides a visualization for the document's progress, with each chevron representing a single lifecycle stage. The chevrons are color-coded to indicate the document's current stage: * Green indicates a previous stage * Blue indicates the active stage * Grey indicates an upcoming stage The Lifecycle Stages banner can also give details for active, incomplete tasks. Click the blue (in-progress) chevron to see a list of up to five (5) open tasks. Additional information and actions display under the Chevron panel with each task. Click **View all tasks** to open _Timeline View_ and see all open tasks in the workflow. An exclamation point icon appears on the blue chevron if one (1) or more tasks is behind schedule. The blue chevron also displays additional details on the active workflow, such as the workflow name, workflow owner, and start date and time. Each chevron contains an _Actions_ menu for the lifecycle state and each task. The _Actions_ menu provides similar options to the workflow Timeline View , such as canceling workflows, replacing workflow owners, and reassigning tasks. Inactive stages with no associated states are not displayed in the Lifecycle Stages banner.
## Layout Options You can click and drag the Doc Info pane to resize it. Vault remembers your last selection and applies it the next time you view a document. ## Doc Info Pane {#doc-info-panels} You can switch between different panels in the Doc Info pane using the panel icons. Clicking the active panel icon collapses the Doc Info pane, allowing you to see more of the content in the document viewer. * **Information**: Displays document information and fields * **Relationships **: Displays document relationships, including linked and supporting documents * **[Files][2]**: Displays related files, including source files, renditions, and attachments * **Document Readiness **: Displays information about the document's operational statuses related to rendition generation, searchability, and annotations; any warnings related to these operations; and document checks to aid users during document reviews * **Sharing Settings **: Displays document sharing settings * **Timeline View **: Opens _Timeline View_, including workflows and lifecycle state changes Admins can modify the document field layouts, display labels, and order of the fields on the Doc Info panels. ## Document Viewer Toolbar {#Document_Viewer_Toolbar} The document viewer toolbar allows you to quickly access options for annotating, navigating, and viewing documents. Some toolbar options may be compressed into a drop-down when viewing Vault in a smaller browser window or when expanding the width of the Doc Info panel. See Vault Keyboard Shortcuts for information about navigating the document viewer toolbar with your keyboard. ### Annotate Mode {#annotate} The Doc Info page opens in _Annotate_ mode by default when annotations exist on the document. In this mode, you can view and work with existing annotations or add new annotations. Exit _Annotate_ mode by clicking **Hide annotations** (). Click **View annotations** () to open it again.
### Select Tool The **Select tool** drop-down allows you to choose an annotation tool . The **Select** () tool is selected by default, which allows you to highlight text and choose an annotation tool from a context menu. From the **Select tool** drop-down, you can also choose the **Comment** (), **Line** (), **Document Link** (), or **Anchor** () annotation tools. Select tool drop-down ### Bring Forward Annotations Click **Bring forward annotations** () to copy annotations from a previous version of the document . If you do not have permission to bring forward annotations, this icon is not displayed on the toolbar. ### Bookmarks Click **Open Bookmarks** () to open the Bookmarks panel, which allows you to view and navigate to bookmarks within the document. Click **Close Bookmarks** on the toolbar () or Bookmarks panel () to close the Bookmarks panel. ### Destinations Click **Open Destinations** () to open the Destinations panel, which allows you to view and navigate to destinations within the document. Click **Close Destinations** on the toolbar () or Destinations panel () to close the Destinations panel. ### Find in Document Click **Find in document** () to open the _Find_ search box, which allows you to search the text of the document for a specific string. Vault only highlights matches in one page at a time. _Find_ reads periods as spaces. For example, the term **409.3** would find instances of **409** and **3**. Find in document search box ### Document Page Navigation {#navigation} To navigate between pages of the document click **Next Page** () and **Previous Page** (). To navigate to a specific page, enter the **page number** in the text field. You can also click on the page icon with page number to the left of your document to navigate to that page. The page icons show the annotation count for each page. ### Grab & Pan Mode Toggle _Grab and Pan_ mode by selecting or deselecting **Grab and pan** (). _Grab and Pan_ mode allows you to click and drag the document view. This tool is helpful when a document page is zoomed in and you need to pan to a different view of the page that you cannot locate by scrolling. ### View Modes By default, documents open in _Document_ view. Click **Thumbnail** () to switch to _Thumbnail_ view. To return to _Document_ view, click **Document** (). ### Rotate {#rotate_clockwise} Click **Rotate this page** (Rotate button) to rotate the current page clockwise (to the right) 90 degrees. Select **Rotate all pages** from the _Rotate options_ () drop-down to rotate all pages. Page rotation is disabled in _Thumbnail_ view. To save the rotation, select **Save page rotations** from the _Rotate options_ () drop-down. This option applies the saved rotation fro the document in all document viewers and downloaded or exported renditions. You cannot save page rotations on CrossLinks, but saved rotations on the source document are applied to the CrossLink. Vault preserves saved rotations in re-rendered documents. Rotate options drop-down You must have a document role that grants the _Manage Viewable Renditions_ permission or have a security profile that grants the _Vault Owner Actions: Re-render_ permission to save rotations. ### Zoom/Fit Controls All documents default to a zoom value of _Fit Width_. The default zoom applies to all layouts, note position options, and in full screen mode. Click **Zoom/Fit Controls** () and select the following options from the menu to change the zoom: **Fit Height** (), **Fit Width** (), **Zoom In** (), **Zoom Out** (). Zoom and fit controls drop-down You cannot scroll horizontally unless you first scroll to the bottom of the document. ### Full Screen To view the document in full screen, click the **Full screen** icon in the far right of the document viewer toolbar. To close full screen, click the **Exit full screen** icon. ## Copy from Document {#copy-from-document} To copy text from a document in _View_ or _Annotate_ mode , hold down the **C** key and select the text with your cursor, then release the **C** key and mouse button to copy. You can also copy text using the [document viewer context menu][1]. You can copy text from any document where text is selectable. By default, you must have the _View Content_ permission on a document to copy text. Admins can configure Vault to require additional permissions when copying text. ### Limitations The following limitations apply to copying text: * Vault supports whole word selection only. You cannot copy part of a word. * You cannot copy text while in _Thumbnail_ view. * You cannot copy text on mobile devices. * Read Only and Anonymous (token-based) users cannot copy text from documents. * You cannot copy more than 500 words at a time. ## Checkout Lock Icon {#lock-icon} When a document is checked out, you can hover over the **Checkout Lock Icon** to see who checked the document out, when it was checked out, and whether it was checked out using Vault File Manager or a standard Vault checkout. ## Download Button {#downloads} The **Download** button has two options: * Click the file icon on the left to download the source document file. * Click the arrow on the right to see a list of all available files and renditions to download. Note that while the **Download** button is located in the Action bar by default, Vault replaces it with another action if you do not use it often. However, you can always download source files and rendition files from the **Files** panel. ## About the Document Viewer Context Menu {#context-menu} While viewing a document in _View_ or _Annotate_ mode, you can right-click on the document or on selected text or area to open the context menu. You can select several actions from the context menu, such as _Copy Text_, _Search Glossary_, _Create Comment_, and more. Available actions depend on your permissions. ### Document Viewer Context Menu {#document-viewer-context-menu-demo} This video demonstrates how to use the document viewer context menu. Details ### Limitations The following limitations apply to the document viewer context menu: * The context menu closes if you scroll or resize a page, zoom in or out, or navigate between pages of the document. * The context menu is unavailable for anonymous (token-based) and read-only users and in Vault Mobile. * You cannot create line annotations using the context menu. [1]: #context-menu [2]: #downloads