Previewing Files and Annotating Workflow PDFs
RAPTIX has two related but different viewing experiences: the general Documents preview and the workflow PDF viewer.
Preview a file from Documents
- Open Applications → Documents.
- Find the file in Flat or Folders mode.
- Select View. Files without a supported preview show Download only.
- Use Download in the preview header if you need a local copy.
- Close the modal with the X button, Escape, or the backdrop.
Supported previews
| File type | Current behavior |
|---|---|
| Displayed in the preview modal. | |
| Image | Displayed directly. |
| Text | Displayed as text; large files show the first 512 KB. |
| Video | Displayed with browser playback controls. |
| Office | Converted for PDF-style preview. Conversion may take a moment. |
| Unsupported/archive | No View action; download the file instead. |
If loading or conversion fails, select Download instead.
Open a workflow PDF
PDF annotations and workflow decisions are handled in /pdf-viewer-simple, normally opened from My Tasks, Pending Tasks, or Workflow Task Manager. The task screen may include:
- The PDF and its page/zoom controls.
- Document version information.
- Upload New Version, when replacement is allowed.
- Task Details.
- Required Documents and per-document comments.
- Dynamic Task Actions such as Approve, Reject, or custom actions.
- Previous Comments.
- Searchable Workflow Data.
The available controls are determined by the workflow task. Do not expect the same actions on every task.
Annotate a workflow PDF
When annotation is enabled, use the tools available in the embedded PDF viewer to add text, drawings, or image/stamp annotations. Complete the workflow action to save the result. When the task saves an annotated document, it creates a new document version and keeps the earlier version available.
If a task requires a comment or supporting document, the action cannot be submitted until the required fields are complete.
Important distinction
Opening a PDF from the normal Documents explorer is for previewing and downloading. Workflow annotations, required uploads, comments, and approval actions belong to the workflow task viewer.