Use preview profiles to configure the viewer pane for documents.

To define the settings for the viewer pane, you need to define a preview profile. The button for opening the Select and configure preview profiles menu is located directly below the ribbon on the right-hand side of the screen.

Add a preview profile

1. Click the Select and configure preview profiles button.

A drop-down menu appears.

2. Select New profile in the menu.

The client switches to the mode for creating a new preview profile.

In the viewer pane, you see the preview elements and four subpanes which you can assign preview elements to. The following elements are available for selection:

• Web application
• Full text
• Form
• Feed
• (Viewer pane for) document/folder
• Keywording

3. Click one of the preview elements.

4. Drag the preview element to any part of the subpane.

The preview element is assigned to the subpane.

Information: Try out the different viewing options. The size of the individual preview elements may change. The size of the panes is adjusted automatically.

Optional: You can also assign multiple preview elements to a subpane. In this case, the individual preview elements are displayed as tabs. You can change the order of the tabs.

5. Enter the name of the profile in the Edit preview profile field.

Optional: Click the Additional window button to open the Preview dialog box. In this dialog box, you can see what the preview elements would look like. To do so, drag the desired preview element onto the Preview dialog box.

Please note: The settings you make in the Preview dialog box are not applied to the preview profile.

6. Click OK to save the preview profile.

The new preview profile is created.

Manage preview profiles

Existing preview profiles for the viewer pane are managed using the Manage profiles function.

1. Click the Select and configure preview profiles button.

A drop-down menu appears.

2. Click Manage profiles in the menu.

The Manage preview profiles dialog box appears.

The existing preview profiles are managed in the top dialog box area.

You can assign a separate preview profile for each work area in the Profile assignment to work areas area.

New profile: Define a new profile for the viewer pane here.

Edit: Click Edit to edit a preview profile selected in the list.

Delete: Delete a selected preview profile.

Assign new preview profile

You can assign preview profiles to a work area and/or a keywording form. The default settings are used by the program for the layout of the viewer pane.

1. Click the Select and configure preview profiles button.

A drop-down menu appears.

2. Click Manage profiles in the menu.

The Manage preview profiles dialog box appears.

The existing preview profiles are displayed in the Preview profiles list. You can assign preview profiles for work areas in the Profile assignment to work areas options.

2a. To assign a a preview profile to a work area, choose the preview profile in the corresponding drop-down menu.

2b. To assign a preview profile to a keywording form, click New and then select the keywording form and the corresponding profile.

3. Click OK to save the settings.

The selected preview profile is assigned as configured.