To open a document displayed using the BDV on the Web client:
Select the document by clicking it. The document resizing anchors and document action toolbar display. Click Open.
To open a document displayed using the BDV on a Wall, long-touch it. The same features as above appear within the viewer, though their appearance is slightly different.
Note: Only six documents can be open at a time in a workspace on the Web client. If more than 6 are open, the document with the least use is automatically closed.
When you exit a workspace and re-enter it, the last page you viewed in the document displays at the same zoom level and position as the last session. This improves efficiency and provides a more seamless workflow.
Annotating refers to the ability to add pen strokes to pages of a document as well as to the blank areas of the workspace. Annotations are synced between clients, so they are visible whether members are viewing the workspace via the Wall or Web client.
Some rules regarding the way pen stroke annotations work:
You must open the document first before annotating it (see above).
When adding strokes to documents, the same colors and widths are available as for the rest of the workspace using the tool palette (Wall client) or the toolbar on the left side of the workspace (Web client).
- Strokes can be applied to any page of a document. You are not limited to just marking up the default page.
- Strokes exist either on content (ie. Document) or outside of content. The same pen stroke cannot span from an element to a blank area in the workspace or vice versa.
- Strokes added to blank areas of a workspace appear beneath any content they intersect with. If you move the piece of content, the strokes become visible.
- When erasing, you can choose from three different eraser widths, allowing you to control at a granular level how much of a stroke you want to remove.
Within Wall and Web clients, it is possible to attach objects to documents and documents to other objects. When an object is attached to a document and the document is opened in the Web client, the attached object moves to the background (that is, it cannot be seen anymore but is still attached).
Because text boxes and notecards are attached to the document as a whole, it is not possible to add them to specific pages within the document.
Note: You cannot resize the document viewer window if objects are attached to the document.
You can add comments to a document through the Web and Mobile clients, but not the Wall client. However, comments can be viewed through any of the clients.
To add a comment in the Web client, click the document, then clicking the icon in the toolbar.
Learn all about commenting on assets in a workspace.
Each comment appears as a separate entry in the Comments panel in the Web and Wall client. This list contains the name of each comment author, the date and time each comment was created, and the workspace element that the comment is attached to.
In the Mobile client, comments appear on a separate screen that pops up if you click icon that appears in the top right corner of a screen showing an active document.
You can delete documents from a workspace, but it also deletes any annotations and attachments associated with those documents.
“Download” and “Download with Markup” options are available for documents in the Web client. If the document is not open, the download automatically defaults to the “Download with Markup” option.
You can create a copy of an existing document showing the same page as the original and all of the same annotations as the original. However, comments that appeared in the original do not appear in the duplicate.
You can move documents on a Wall by long-touching the header area and dragging them to a new position.
You can move documents in a Web client by clicking and holding the header area and dragging them to a new position.
You can close a document in the viewer, which removes the bottom tool bar and leaves the document on the last page you viewed.
To close a document on the Web, click outside of the document viewer. On the Wall, tap outside of the viewer.
You can now navigate elsewhere in the workspace and interact with assets as usual.
Each document appears within a document viewer. When a document is clicked (Web client) or long-touched (Wall client), its document viewer becomes active. This allows members to page through documents, pan around them if they exceed the boundaries of the viewer (such as a multi-column Excel spreadsheet), annotate them, and zoom in and out. Multiple documents can be opened and interacted with at the same time.
- To page through a document, tap or click the Forward and Back buttons on the bottom toolbar.
- To pan around a document on the Wall client, tap and hold the document and use your finger to move it. To do the same on the Web client, click and hold on the document, then drag the cursor up or down on the document.
- To zoom a document on the Wall client, place your thumb and forefinger on the document, then spread them apart to zoom in or pinch them together to zoom out. To do the same on the Wall client, press and hold the Ctrl (Windows) or Command (Mac) key on your keyboard and scroll with your mouse.
Note: You cannot pan or zoom a document when it is in Presentation mode.
To view each page of the document in presentation mode, click the Present button on the bottom toolbar of the viewer.
When a document is viewed in Present mode:
- If the document is the only object in the presentation, every page of the document can be viewed. You can move forward and back one page at a time.
- If the document is part of a canvas being presented or it is one of multiple objects in a presentation, then the presentation will display only the current page of each document.
You can capture a still image, or snapshot, of the current page of a document. This image can be acted upon like any other workspace asset.
To capture an image of the document, click the Capture icon in the bottom toolbar of the viewer.
Documents can be scaled up or down without altering their aspect ratios or the aspect ratio of the viewport.
Note: Scaling is not the same as zooming. Zooming in and out does not affect the size of the document viewer, it only changes the size of the text and graphics visible within the viewer.
To resize a document in a Web client, click and hold one of the resizing tabs on the border of the canvas, then drag the mouse outward or inward, depending on whether you want to increase or decrease the document size.
The action menus in the Web client contains a Resize to original option that lets you instantly reset the size of documents that you have scaled manually.
To resize a document on a Wall, tap and hold the document to make it active. Resize anchors then appear on the sides and corners of the document.
Resize the document by long-touching and dragging any of the eight resize handles.
If you drag a corner handle, the document and document viewer scale up and down proportionally.
If you drag one of the top-middle or side handles, the viewer will change size, cropping out part of the doc (if you decrease the size) or adding extra gray space above it or beside it (if you increase the size).
Documents can be uncropped by tapping and holding one of the corner anchors and dragging outward. As soon as the viewing window becomes large enough to display the entire document, the document starts to resize to fit the new dimensions of the viewer.
After resizing a document, you can interact with the content by tapping on it.
To return to the original size, long-touch the document to open the action menu, then select the Reset View option.
To fit the document into the new dimensions you have created for the document viewer, long-touch the document to open the action menu, then select the Resize to Fit option. This option is not available for XLS files.
Note: If a document is pinned, has anything attached to it, or attached to anything, it cannot be resized.
In a workspace, you can search for document names and document titles. Text that appears within Word, PowerPoint, PDF, and Excel files is not included in searches.
When a member clicks a search result, the screen repositions to display the selected element in the middle of the screen. Search results can be sorted by either “Best match” or “Last modified date,” and can be filtered by any of the following criteria:
- Excel—Excel file titles or names
- PDF—PDF file titles or names
- PowerPoint—Microsoft PowerPoint file titles or names
- Word—Microsoft Word file titles or names