Document Interface

Document review takes place within the Insight document interface, known as the Document Detail page. To open a record, click anywhere in the row of your document while in the Results page.

Documents on your site may be uploaded in their native file format, meaning that Word and Excel records, for example, are uploaded in their original applications. Insight provides viewers to quickly and accurately display the record contents without having to open it within the original application. This provides a rendition of an Excel spreadsheet, for example, without having to download it and open it within the Excel software.

The buttons above the document content open the different viewers available for displaying the document. The File Type icon is displayed at the top left of the record. Depending upon your permissions, you may be able to convert the document to PDF if it does not have a PDF version already, copy the document to a folder, download the original and replace the PDF.


Your site may have our most versatile document display enabled, and this is simply called the Viewer. Clicking this button displays documents with most of the original formatting maintained from the native file.



Viewer Highlights

The Viewer allows you to turn on and off specific highlighting categories and even individual highlights by selecting or clearing the checkboxes in the Highlights panel. Click the Highlights button to open or close the entire panel. Highlighting includes:


Note: It is important to remember that terms may show up only in fielded information when you find a document via a search. For example, if you run an AnyText search, which includes all the body and all the fields, you may not see the hit in the Viewer Highlights panel. Switch to the Text display and select to view the highlights.

View Selected

When hits are found in the Highlights panel, use View Selected to see snippets of selected highlights in context. This makes it easier to determine where important information resides within the document – it is especially useful when viewing large documents. Jump from highlight to highlight using the Arrow buttons or click the snippet to jump to that highlight. The Back button takes you back to the Highlights panel.



Thumbnails and Navigation

Within our Viewer display, click Thumbnails to jump to specific pages. You can also rotate or fit the document to the page, and zoom in and out.



Viewer Display of Excel Records

When Excel spreadsheets are displayed using our Viewer, hidden rows and columns, along with embedded objects and charts, are shown automatically.



To view any formulas associated with the record cells, please download and open in the native Excel program.

Word and PowerPoint Track Changes and Comments

Track Changes and Comments in Word documents and PowerPoint presentations are displayed using our Viewer. Hidden slides are not available. Download the file and open it in its native PowerPoint application if you believe hidden slides may be part of the original presentation.

Text View

The Text view is another option that may be available for viewing your documents in Insight. The Text view shows hit highlighting (Search Terms) and static highlighting (Key Terms), which are designated by your site administrator to be highlighted each time these words appear in documents on your site.

To display highlights:

  1. Click the Show Highlights link. Here you can select to show terms by the contains or the exact option. For example, if the hit is the word program, when the contains option is selected, the letters program is highlighted within the words—program, programs, programmable, etc. Selecting exact ensures only the word program is highlighted within the record.

  1. To turn on or off the types of highlights or specific highlights, use the checkboxes.

  2. Click the Up or Down Arrow buttons next to the Highlight Options link to scroll to the next or previous highlighted term.



As with other Insight features, Highlights Options remains open until you close it.

Show Fields

The Text view also gives you the option to click Show Fields, displaying all fields populated with data within the record. The fielded information is above the content. You may see Show Fields and Highlights Options in other viewers as well.



The Text view displays the following information about documents uploaded as native files:

Other Viewers

There are other viewers available in Insight. They may or may not be turned on for your site. These are outlined below.

Near Native

The contents of most native records are displayed in the Insight High-Definition HTML (HDHTML) viewer. On your site, the name is designated by your site administrator (it may be called the above, or the HTML viewer or Preview. This viewer produces formatted text and in-line images in a near-native representation of the document. The supported formats for this viewer include:


The Near Native viewer:

Text is extracted from the embedded files of both Word and PowerPoint documents and is searchable.

Excel Spreadsheets

Our Excel viewer displays spreadsheet files that are natively .xls and .xlsx files, showing 100 rows of data per page. To see more rows, use the Page Control Navigation buttons at the top of the page. If the spreadsheet has more than one worksheet, you can switch among worksheets by clicking the tabs at the bottom. Our standard Excel viewer displays:

To view any formulas associated with the file, click the Download button and open it in Excel.




If the PDF viewer is enabled on your site, when you open an Insight record that was uploaded as a PDF or a PDF version was converted to a PDF, the PDF button is available.

If you use the Chrome browser, PDF records are displayed with the default Chrome PDF Viewer. To access the Chrome Viewer menu, point in the document.

These buttons allow you to enlarge, minimize, zoom in or out, save a copy of the document to your computer and print the document (send it to your local or network printer). You can also right-click in the document to save, print and rotate the document. (Insight also provides a quick Print button in some views of a record.)


Insight supports single- and multi-page TIFFs. Within your site, the viewer may be named TIFF or Image. Use the page navigation buttons to change pages in the document.




If you have the appropriate permissions, you can place annotations on a TIFF image.

  1. In the Image tab with the scanned TIFF record visible, place your mouse pointer in the document image. The pointer becomes a plus sign.

  1. Click in the image, and holding down your mouse key, drag the pointer over the area you’d like to place your annotation and release the mouse key. This places the annotation box in the record and opens the Annotation Editor dialog box.

  1. Enter any text you would like to appear in the box (you can also leave this blank), and then click OK. Click Delete to remove the annotation.

  1. To edit or remove a single annotation, click the Annotation Editor button in the top left of the annotation box. This reopens the Annotation Editor (see above image), allowing you to delete or add/edit the text.

The system automatically saves a page of annotations when you move to a different page using the page navigation buttons.

  1. The Annotations menu allows you to save or change the entire annotated version.