Attachments Viewer

HawkSoft includes an attachments viewer, which enables users to view and work with attachments such as pictures, forms, and PDF documents.

This article explains how to open attachments on a client or policy and how to view and work with forms, PDF documents, and images using the included attachments viewer.

See Processing Unmatched Documents for information on accessing and processing documents in the Unmatched Documents Inbox.

To view an attachment

To view any attachment on a client or policy, select the Attachments tab on a client or policy tab, and then double-click an attachment from the Attachments List.

Depending on the attachment's file type, the attachment displays in one of the following viewers:

PDF document - the attachment opens in a simplified version of the Microsoft Edge PDF viewer, which we will call the "attachments viewer" for the purposes of this article.

This attachments viewer is the focus of this article.

Image files (i.e. PNG, JPG, BMP, or TIF files, or any other image file type) will also open in the attachments viewer, however, no toolbar will appear in the attachments viewer for image files. You can still right-click an image file in the viewer to access some functions of the attachments viewer, such as the Print function.

To change how PDF attachments are opened

By default, PDF attachments open in the HawkSoft Attachments Viewer. If you prefer, you can set HawkSoft to use your PDF viewer associated with Windows instead, such as Adobe Acrobat or Google Chrome.

To set this, click the gear icon at the top right of the Attachments List, then check the box for Open PDF in viewer associated with Windows. PDFs will now open in the PDF viewer that you have set as the default in Windows.

The setting will be remembered on this workstation, but may need to be set again if you have to reinstall HawkSoft.
Carrier download or a Policy Snapshot - the attachment opens in the HawkSoft AL3 Viewer, a.k.a. Downloads Viewer.

See the Downloads Viewer article to learn more about how to navigate and use the Downloads Viewer.
Other file type - (Word documents, Excel spreadsheets, or HTML files) the attachment will open in that file type's default program as defined by your installation of Microsoft Windows.

See Windows Support's help page on changing default programs to learn how to change a file type's default program in Windows.

The attachments viewer toolbar (PDF documents only)

Toolbar Icon	Function	Description
	Table of Contents	Click to open the Table of Contents side-panel, which displays a list of every page on the PDF document.
	Zoom In / Zoom Out	Click these buttons to zoom in or zoom out of the document page, respectively.
	Fit to Width	Click to zoom in the document page so that it fills the entire width of the HawkSoft Client Viewer window.
	Fit to Page	After clicking the Fit to Width button, the icon changes and the button becomes a Fit to Page button. Click this button to zoom out the document so that the entire page fits within the HawkSoft Client Viewer window.
	Select Page	When the document contains more than one page, you can type in the number of a specific page to jump to that page.
	Rotate	Click to rotate the document 90° clockwise (to the right). Typically used for scanned items. You can click this button multiple times to rotate the document by 90° increments.
	Page View	Click to open the Page View dialog, which enables you to choose between Single Page view, or Two Page view.
	Find	Click to open a search field, and then enter text into the field that appears to find all instances of that text in the document. This function cannot find text within PDF documents (or parts of a PDF document) that have been encoded as images. For example, if the document in question came from your scanner, or from the HawkSoft Virtual Printer, you will likely not be able to search for text within the document, as the entire document was encoded as an image.
	Print	Click to open a print dialog which enables you to select a printer and print settings for sending this document to a physical printer.
	Save	This button does not have a function in HawkSoft. To learn how to save attachments in HawkSoft to your computer's local files, see Save Attachments to Your Computer.
	Enter PDF full screen	Click to expand the Attachments Viewer window so it fills your entire screen. Afterwards, press Esc on your keyboard to exit the full-screen view.
	Settings and more	Click to view additional viewer options: Pin toolbar - Un-check to hide the toolbar after a few seconds. The toolbar will only appear again when your mouse moves towards the top of the window. Hide annotations - If the PDF file has any annotations added to it, check to hide these annotations. View document properties - Click to view advanced document properties.