10. Toolbar
The toolbar allows you to use a number of functionalities related to the document. It is in the upper right corner of the preview.
If you are on a mobile device, most of the actions of this bar will become a drop-down menu located in the upper right corner in the form of three dots.
These are the meaning of the icons, from left to right:
- Download: It allows you to download the document/dossier.
- Send by email: It will send via email the document or dossier.
- Assign to a dossier/Add documents: Click this icon to assign the current document to an existing dossier. If you are previweing a dossier, you can add documentos into it.
- Create dossiers: Click this icon to create dossiers. If you are previewing a document, it will be added to the dossier you are creating.
- Privileges / Secure dossier VDR: If it is a document, you can modify the privileges individually and add/remove users/groups. If it is a dossier, you can configure its security, add a watermark for the documents, allow downloading, tag and send them by email or upload new ones.
- Sign (only documents): You can send this documento to be signed through an integration.
- Traceability: A menu will be displayed where you can filter information of the document/dossier traceability.
- Close: This last red icon will close the document preview.