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File Commands

Each file row includes actions for previewing a PDF, opening it in the full viewer to add references, comments and annotations, moving it to a different folder or deleting it from the workbook. These commands enable you to manage the document library within the Excel workbook.

File Action Menu​

File action menu

How It Works​

  1. Open the row action menu for a file in the File Manager grid.
  2. Select 'Preview' for a quick overview or 'Open in Viewer' to access the full PDF workspace. The latter allows you to add references between Excel spreadsheets and places in the PDF, as well as adding comments and annotations.
  3. Use Move to reorganize files or Delete to permanently remove the file from the workbook.

What To Keep In Mind​

  • Delete is permanent for that workbook and also clears annotations tied to the deleted file.
  • Open in Viewer is the handoff into annotation, reference, and extraction work.