SDM - Document Viewer

SDM - Document Viewer

Served Document Manager™ - Document Viewer

The Routing - Document Viewer is where you review, classify, and route the documents inside an Intake Event. The full Intake Event file appears on the right, and a panel on the left lets you navigate between documents, manage the Triager assignment, and track the routing actions you've applied. 

Document Viewer: Header Buttons

Three buttons sit at the top left of the page:

  1. Finalize: routes every document in the Intake Event. You can only click this once every document has an action assigned.
  2. Save Draft: saves your in-progress changes without routing anything, so you can come back later.
  3. Close: exits the viewer and returns you to the Intake Events page.

     

Document Viewer: Left Panel

The top of the left panel shows the key details for the Intake Event:

  1. Intake Event ID, total document count, and document breakdown.
  2. Audit history to show all actions taken within the Intake Event.
  3. A download icon to save the full Intake Event as a single PDF.
  4. The Triager's name, plus a Reassign link to hand it to someone else if needed.
  5. Date and time received.
  6. Source and source details.

     

Below that, the panel has two tabs: Table of Contents and Thumbnails.

Table of Contents

The Table of Contents lists every document Safari identified within the Intake Event file. Each row shows:

  1.  A document icon, click it to open that document in the right-side viewer
  2. The page range.
  3. The document type and subtype.
  4. A color bar on the left; each document has its own color, and that color carries through to the Thumbnails and the right-side viewer so you can tell documents apart at a glance.
  5. An action badge, once you've assigned an action.

      

If the Intake Event has supporting documents attached, a Supporting Documents section appears below the main list, separated by a divider. Each one shows as a link that opens the file in the right-side viewer. This section only appears when supporting documents exist.


Info
After you select Finalize, a download button appears next to each individual document in the Table of Contents, letting you save any one of them as a standalone PDF.

Thumbnails

The Thumbnails tab shows a page-level preview of every page in the Intake Event file, grouped by document. Click any thumbnail to jump straight to that page in the right-side viewer — the page you're currently viewing is outlined in green. You can also split documents from this view; see SDM - Document Viewer Actions for more information.

Is there a question we haven't answered? Please send it to us at Support@safarilaw.com