The Content Taskbar

Document Information: View information related to the document. See View Document Information for more information.

Signatures: Apply document signatures. You can also send documents for signature in DocuSign if the DocuSign integration is enabled for your site and for the project. See Add a document signature in the Web Viewer and Send a document for signature in DocuSign from the Web Viewer for more information.

Revisions: View previous versions of a document in the Web Viewer. See View document revisions in the Web Viewer for more information.

Note: This option will only be available in the Content taskbar if document revisions are enabled for the project.

Annotations: Add annotations to a document. See Add annotations to a document in the Web Viewer for more information.

Workflow Options: View the Workflow Map or take action on assignments. See Take action on a routed document from the Web Viewer for more information.

Note: This option will only be available in the Content taskbar if a workflow process has been created for the project.

Document Activity: View document activities, document comments, and workflow actions in the Document Journal. See View the Document Journal for more information.

Settings: View and edit settings related to the Web Viewer. See Web Viewer settings for more information.