Previewer

Here you can find many of the tools that INDICA has to offer. Main purpose is to audit the documents.

Switching Views

Depending on the document type preview has multiple ways of displaying different content. To switch between these views you have to click on one of the sidebar buttons in the previewer sidebar.

Data Lineage (Tab)

A new feature in INDICA is the possibility to find the “single source of truth” when dealing with duplicate information. When this feature is enabled in the manage interface you can select a part of text within documents. A button “Show data lineage” will show up, see example below:

Clicking on this button will open a new tab in the previewer called “Data Lineage”. This will give an overview of the query results for the previously selected text. Within this view you can click on the titles of documents to open them in another browser tab.

Note

Due to the way iframes work the button will show up at the top of the preview. This means that selecting text in (for example) some e-mails the button will show up at the top of the preview.

PDF Controls

When you open a PDF some extra control option will appear.

  1. Allows to collapse and hide thumbnails on the left side

  2. Lets you rotate the document clockwise or counterclockwise

  3. Lets you zoom in/out

  4. Resets the zoom level

Advanced PDF Viewer

Note

The Advanced PDF Viewer is not available on all INDICA appliances.

From left to right:

  1. Lets you view thumbnails of the document. You can also view the outline, annotations and bookmarks of the document.

  2. Lets you navigate the pages of the document.

  3. Lets you customise the document’s page layout.

  4. Lets you enter Pan mode.

  5. Lets you zoom in and out of the document.

  6. Fits the document to the width of the previewer.

From left to right:

  1. Drawing on top of the document, including highlighting.

  2. Lets you insert images and some pre-set stamps.

  3. Add notes to the document.

  4. Add a text box to the document.

  5. Draw lines on the document.

  6. Un-do and re-do changes.

  7. Print the document.

  8. Search inside the document.

  9. Export the document as a PDF.

  10. Redaction tool. You can redact manually highlighted text or get a free-form redaction box to select an area.

Document Actions

Documents will have different actions you can take, each of them will be described in detail below.

  1. “Search and Navigation” - search through the document content, navigate to the next and previous documents.

  2. “Actions” - download the original, non-redacted version of the document, download the PDF version of the file, restore the original file and analyze the document.

  3. “Redact” - redaction tools for files. Read more: Redacting.

  4. “Delete Pages” - ability to delete pages from your file. Requires the advanced PDF viewer. Read more: Page Deletion (Advanced PDF Viewer).

  5. “Date changer” - allows to change the date of the document. This can cause the document to appear in a different place in search results.

  6. “Tagging” - Allows to tag individual documents. Read more: Tagging individual items.

  7. “Attachments” - if the document is an e-mail, it may have attachments. The link to those attachments is provided in this section.

  8. “Parent” - if the document is an e-mail attachment or part of an archive, the link to the parent is provided in this section.

Advanced PDF Viewer

Note

The Advanced PDF Viewer is not available on all INDICA appliances.

The document actions for the previewer stay the same, for the exception of the redaction tools. The search function is also moved to the document actions. Read more about the redaction tools here: Redacting (Advanced PDF Viewer).

Redacting

Redacting allows to hide parts of the document and download the redacted version.

You can start redacting by first enabling Redact Mode with “Enable Redact Mode” switch. Once Redacting is enabled you can drag your cursor to mark areas to hide. All the newly created selection will show up below the action buttons. You are able to delete them if you click the “recycling bin” icon.

Once redacting is done you can take few actions:

  1. You can save the document, so when the document is opened next time you also see the redacted version.

Note

Original non redacted version of the document is still kept and available for preview. When a redacted version is available, you will be shown the redacted version.

  1. You can delete the redacted version of the document.

  2. You can download the redacted version of the document.

Redacting (Advanced PDF Viewer)

Note

The Advanced PDF Viewer is not available on all INDICA appliances.

In the advanced PDF viewer, there are multiple redaction options available. They are listed below.

  1. Text - You can enter terms to search for in the document. If found, they will be marked for redaction.

  2. Preset patterns - You can select preset patterns to mark for redaction in the document, e.g. IBAN, telephone numbers, and BSN numbers.

  3. Custom regex - You can enter your own regex pattern. If matches are found, they will be marked for redaction.

When words are marked for redaction, they are outlined with a red box, shown below.

From here, there are multiple options.

You can preview your new redactions at any time during redaction. Any redactions marked with a red box will fill. You can preview your redactions by clicking the button with the “eye” icon.

Saving a draft will not apply the redactions to the document, but saves what has been marked for redaction. On refresh, or upon closing the document and opening it again, you will see the words marked previously for redaction.

When the “eye” button is pressed, there is an option to apply the redactions to the document. Once the redactions are applied, you are not able to remove them or change them individually.

After applying redactions, the page will refreshed automatically. The changes are saved on the original tab and a concept tab is added to the previewer. On this new tab you can add or alter redactions.

You can remove all the redactions at once by pressing the “restore original preview” button. This will remove all the saved redactions and place the original document back into the viewer.

Autosave drafts Case managers can enable this function. When autosave is enabled, the changes on drafts are saved automatically. A confirmation message appears underneath ‘Autosave enabled’. When autosave is disabled, you will have to save manually. After saving manually, a confirmation message appears at the top of the page.

Note

The autosave function will only save drafts. Applying redactions permanently to the document still needs to be done manually by clicking “Apply redactions”.

Date-changer

Allows changing creation date for any of the documents. This is especially useful when a document has been digitalised, and has lost its original creation date.

Page Deletion (Advanced PDF Viewer)

Note

The Advanced PDF Viewer is not available on all INDICA appliances.

The user can choose to delete pages from a specific document in INDICA. This, like redaction, is reversible – however, one cannot reverse only page deletion or only redaction , it is done at the same time. Only a range of pages can be deleted. If a document has concepts on a page that is deleted, the concepts are deleted as well. If a redacted and a concept version exists, deletion can only happen on the concept version, and the redacted version does not update unless the concepts are applied to the document

Searching in documents

It’s also possible to search within the preview of the document. Searching in a document will highlight the keywords within the document.

The highlighted keywords will be yellow. The current highlighted keywords, which starts with the first match, will be orange. Clicking on the up- and down buttons next to the search bar will bring you to the next highlighted keyword. See image below for an example.