Available by right mouse clicking on a record from the right pane of the One Look browser window.

Show Notes: Displays notes associated with an image. If notes are not available, the user will get a message that there are no notes on file for the item.

Add Notes: Adds notes or view existing notes for the image being displayed. (Notes can not be deleted using One Look.)

Once a Note is Added:

  • The option to Show Notes will be available.
  • When notes exist, the system will display a ‘N’ next to the record.

Email Image: Provides an email dialog box with the image automatically attached. An email contact list will appear with those email addresses that have been setup on the server.

Index Details: Shows the details such as the filename, path, page count, create date.

This information is helpful for troubleshooting. Use this information to identify the filename and location of the file when reporting problems to RVI Support.

Index Maintenance: Allows for the updating of index values and the deletion of the record.

Show Routing: Display the route history for the document being displayed. Only appears when a document has already been routed.

Route Document:

  • Route To User: Route the document by selecting a user id.
  • Route Using Profile: Route the document based on a routing profile.

Load Indexes: Loads the index search criteria using the indexes assigned to the record selected. This will populate the Image Inquiry indexes on the left side of the screen.

Audit Information: Provides the ability to view all activity for the document being viewed.
Available filters: View, Print, Email, Change, Route, Fax, CD, Signature

Add to Temporary: Adds the document to a temporary folder. It provides a holding area where users can store a copy of any document from any system to be used for temporary viewing and file comparison. The temporary folder is updated every time the user refreshes the page.

Maintain Staple: (Only appears when an existing staple exists.) Edit the existing staple bundle.

Add to Staple Grid: Select a primary document then supporting documents from any system to the staple grid. Once all documents are in the staple grid the user can Finalize the staple process. Once the documents are stapled, if the primary document is viewed the system will automatically display the supporting documents that have been stapled. (The staple grid is cleared automatically when the user logs off.)

Show In Window: View the selected document(s) in a new window frame.

Copy Image Path: Copy the image path to the clipboard.

Download: Save a copy of the document being displayed.

CD Folder: Allows users to manually select and copy images to folders.

Delete Records: Delete the record from the RVI system.


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