How do I Modify a Document? - Splitting, Updating, Viewing, Rotating, Deleting

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At a glance:

 

Document Modification Happens in the Original Document View

There are several ways to navigate to the Original Document View. The ability to view this screen is dependent on whether the document has been split into multiple parts. If the document has been split, you will not see the Original Document View as an option. Below we will outline how to navigate to this view depending on whether the document has been modified previously or if this is the first time.

If the document has been modified, you will see a modified icon and a light blue underlined document name in the Documents listing view. If this is not present, the document does not contain any modifications.

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My document hasn't been modified yet

Hover over the document you would like to open and click on the blue double-arrow icon to expand. This option is available for documents without modifications, as well as documents that contain modifications. 

 

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If you need to split/modify your document, you can do so in a few different ways. Expand the document in the document view and select Modify Pages from the Actions drop-down menu in the top right. 

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From the document results grid, select the document you wish to split, click the vertical dot icon next to the Expand icon and choose Modify Pages. This will open your document directly to the document splitting view where new splits can be made. 

 

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Navigating to the Original Document View

For documents that contain splits that need to be moved, expand to the document view and select Modify Pages from the Actions drop-down menu in the top right corner. 

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Or click on the document name in blue in the top left area, to open the splitting view.

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You can also go directly to the splits page by clicking on the document name in the document results grid, rather than expanding into the document view first. 

 

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Managing Splits on the Original Document View

The original document view is the primary location for managing document splits in ThoughtTrace. Whether you are looking to move an existing split made by the AI or create a new document by manually splitting apart a larger packet, this is where you will complete that action.

 

Create a new Split

To create a new split, hover your mouse in the area between two pages. You will see a segmented line with a scissor icon appear. Simply click and a dialogue box will pop up prompting you to select the name and type for the newly created document. Click Done and Apply Changes in the yellow alert box to confirm that you are aware of the effects moving a split may have on the document or Continue Editing to make further changes.

 

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Moving an existing Split

To move a split, simply hover over the yellow split line, select the line and drag it to the new location. You will want to make sure the blue segmented line turns bright before releasing the split in its new location. Click "Apply Changes" in the yellow alert box and confirm that you are aware of the effects moving a split may have on the document, or Continue Editing to make further changes.

 

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Deleting an Existing Split

Users with 'Edit' permissions have the ability to remove document splits. To delete an existing split, select the name of a document, move your cursor to the bottom left of the pop-up window, and select the trash-can. After you take this action you will notice the split will have been removed. To fully apply select "Apply Changes" and confirm.

 

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Deleting All Splits

New to the application in Q2 2022 is the ability to clear all splits in a document. When viewing the document, select Clear All Splits from the upper menu bar. Apply changes and confirm this action to remove all pre-existing splits in the document. 

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Updating Names & Classifications

To update the name or classification of a document, you have a few options. If the document does not contain any splits, you can update either attribute within the original document view. After expanding to this view, simply click on the name field or drop-down classification options in the top left corner to edit, and confirm your changes. 

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If you need to update the name or classification of a document that contains splits, expand to open in the original document view. Click on the document name of the split you would like to edit. Here you can update the document name or choose a different document type classification from the drop-down menu. Click done and apply changes. 

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Document Viewing 

New to the application in Q2 2022 is the ability to navigate from the Document Split view to the individual Document. In the Document Split view, a double arrow icon is located at the top right corner of the first page of each split. By clicking this icon, the document opens in a new window without affecting the navigation of the Document Split view. 

 

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If you would like to zoom to the current page you are viewing, select the Zoom icon from below the page thumbnail. This will open the current page in a pop-up window where you can also move forward and backward by pages within the document. 

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Rotating Pages

To rotate pages, simply hover over the page you wish to rotate and select either the left rotate icon or the right rotate icon as many times as it takes to correctly orient the image. 

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Deleting Pages

New to the application in Q2 of 2022 is the ability to delete document pages. Please note that document page deletions are permanent removals of the pages from the document in the application. To delete a page, simply hover over the thumbnail of the page you wish to delete and select the delete icon, then Apply Change and Confirm. If you choose not to delete the page, prior to applying your changes, click the Restore button on the thumbnail. 

 

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TIP: Make sure you select APPLY CHANGES after making all (or most) of your desired changes. ThoughtTrace will reprocess the document with the new splits and this process can take time to complete. Any subsequent splitting actions might fail while the documents are still processing. 

 

If you have any questions or technical difficulties, you can reach out to support@thoughttrace.com

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