Documents
The Documents page lists all the documents on the server you have access. You can filter the documents through the filter pane on the left. These filters are the same as the filters on the Search Results page. You can also sort the documents by relevance, name, views, rating, and so on, and switch the view between grid and snippet views.
Document Card
A document card in the document results contains the following information:
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Document thumbnail (which is the first page/slide/sheet of the document)
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Document name
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File type
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Number of pages/slides in a document
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Date and time of the creation
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Name of the topic a document is a part of
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Document rating (an aggregate of all the versions of a document)
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Number of views (an aggregate of all the versions of a document)
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Number of shares (an aggregate of all the versions of a document)
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Number of downloads (an aggregate of all the versions of a document)
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Transcript icon
[for video files only]
Document Actions
Docurated allows you to perform several actions on a document. Some actions you perform right on the document card and some actions you can perform through the kebab menu at the upper right corner of a document card.
Document Card Actions
You can perform the following actions from within a document card, which appear when you hover the cursor over the document card:
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Select a document (select several documents) to add to a collection or a topic
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Mark a document as your favorite
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Rate a document (hover over the star rating to expand the dialog with the option to rate the document)
When you select the Rate this document link, Docurated opens the rating tab in Preview mode, from where you can select a rating for the document. -
Preview a document within the Documents page (select the arrow icon below the document card to expand to the preview mode)
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Preview a document in the Preview popup (click on a document card to open the Preview popup window)
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View the transcript if the document is a video file through the icon
. 
Preview Mode
The Preview mode is similar to the presenter mode but with several additional information items and functions, which are as follows:
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(Icon
) Hides/displays page/slide thumbnails at the left-hand side of the Preview mode screen. -
(Icon
) Switches to the grid view to display all the thumbnails of the pages/slides in a
document in a grid.
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(Icon
) Opens the presenter mode within the preview mode.
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(Icon
) Opens the presenter mode in a new browser tab. -
(Icon
) Displays the Properties pane on the right-hand side of the Preview mode screen.
The Properties pane contains the activity count for the current version of the document, the aggregate
activity count for all the versions of the document, and the information related to the
topic, title, and owner of the document. 
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(Icon
) Displays the number of views for each section of the document. 
The section analytics are available only for the documents in the iDoc format. -
(Icon
) Displays the rating details of the document and also lets you rate the document.
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(Icon
) Lists the other versions of the document.
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(The button Open) Allows you to open the document in a native application or download it to a local machine, based on configuration.
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(The button Share) Allows you to share a document via a link or via email. The process is the same as described in the section Collections > Collection Actions > Share.
The Open and Share buttons are configurable based on your requirement. For example, you can replace the Open button with a Download button based on your users' expectations, or add a separate button for Download, and so on. For more information, contact Docurated Support. -
(Kebab icon) Expands the remaining document actions of the kebab menu.
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Closed captions [for video files with transcript only]: Allows you to hide/display and manage the captions' font size, color, style, and position (through the option caption settings).
Kebab Menu Actions
The kebab menu displays the following actions:
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Open: Allows you to download a document on your local machine.
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Share: Allows you to share a document via a link or via email. The process is the same as described in the section Collections > Collection Actions > Share.
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Show Presenter: Opens the document in the Presenter mode in a new browser tab.
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Topics: Allows you to view and manage the topics of a document.
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Collections: Allows you to view and manage the collections of a document.
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Favorite: Marks a document as a favorite.
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Add to Spotlight: Allows you to add a document as a featured document on the homepage.
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Edit Metadata: Allows you to view and edit a document's meta information.
Some of the key kebab menu actions are as follows:
Manage Topics
To view manage topics of a document:
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In the kebab context menu, select Topics to open the dialog to manage topics.
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In the dialog:
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To add a document to a new topic, select the plus icon to expand the list of available topics and then select a topic.
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To remove the document from a topic, select the cross against a listed topic.
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Select the button Submit.
Manage Collections
To view manage collections of a document:
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In the kebab context menu, select Collectionsto open the dialog to manage collections.
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In the dialog:
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To add a document to a new collection, select the plus icon to expand the list of available collections and then select a collection.
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To remove the document from a collection, select the cross against a listed collection.
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Select the button Submit.
Add to Spotlight
To add a document as a featured document (add to spotlight):
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In the kebab context menu, select Add to Spotlight to open the Add to Spotlight dialog.
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In the Add to Spotlight dialog, provide the following information:
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A description for the document listing as a featured document.
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Select whom (users and groups) you want to see the document as a featured document.
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Select the button Submit.
Edit Metadata
To edit the metadata of a document:
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In the kebab context menu, select Edit Metadata to open the Update Document Metadata dialog.
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In the Update Document Metadata dialog, update any of the following field values:
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Title
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Description
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Expiration Date
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Intended Use (Public or Private)
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Content Type (Brochure, Press Release, Report, and so on)
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Select the button Submit.
Document Actions [Admin]
If you are an admin user, you can perform the following additional actions on a document through the kebab menu:
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Copy to Clipboard: Allows you to copy all the pages/slides in the document to the clipboard.
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Manage Access: Allows you to add or remove users to the list of users who can access the document. You can also choose to email a user you have just provided access to a document.
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Edit Poster Image: Allows you to update the thumbnail image of the listed document from your local machine.
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Delete: Deletes a document after you select OK in the confirmation dialog.
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Transcript [for video files only]: Allows you to generate a transcript based on the audio in a video file.
By default, Docurated generates the transcripts for a maximum duration of 60 minutes in a video. This is configurable. For more information, connect with Docurated Support. Additionally, Docurated takes 3 to 4 minutes to generate the transcript for a video.
Additionally, as an admin user, you can perform the following additional actions in the preview mode:
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Extract individual elements on a page to directly copy to the clipboard through the icon
.
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The additional kebab menu actions as described above in this section.
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Copy individual slides/pages to clipboard. This option appears in the upper-right corner of your screen when you double-click on a slide/page to view it as an image.
