Safeguard Web Viewer: Product Manual

Safeguard
Web Viewer
Product Manual
Version 1.1.1
Revision 1.12
Table of Contents
INTRODUCTION ................................................................................................. 4
SAFEGUARD WEB VIEWER .............................................................................................. 4
FEATURES ........................................................................................................................ 5
ITEMS TO CONSIDER......................................................................................................... 5
1.3.1 Offline Use .............................................................................................................................................. 5
1.3.2 Display Speed .......................................................................................................................................... 5
1.3.3 Printing ................................................................................................................................................... 6
1.3.4 User inactivity timeout ............................................................................................................................ 6
1.3.4.1 Dashboard inactivity........................................................................................................................... 6
1.3.4.2 Document inactivity ........................................................................................................................... 6
TECHNICAL INFORMATION .............................................................................................. 7
1.4.1 Supported OS & Browsers ....................................................................................................................... 7
VIEWING DOCUMENTS .................................................................................... 8

LOGGING IN ...................................................................................................................... 8
THE DASHBOARD .......................................................................................................... 10
2.2.1 Left Display area.................................................................................................................................... 10
2.2.1.1 Icon image ........................................................................................................................................ 10
2.2.1.2 My Documents ................................................................................................................................. 10
2.2.1.3 Favourites ......................................................................................................................................... 10
2.2.1.4 Tags .................................................................................................................................................. 11
2.2.2 Document List controls .......................................................................................................................... 11
2.2.2.1 Sort Options ..................................................................................................................................... 11
2.2.2.2 No. of documents to show ............................................................................................................... 12
2.2.2.3 Search ............................................................................................................................................... 12
2.2.3 Document information .......................................................................................................................... 13
2.2.3.1 ID ...................................................................................................................................................... 13
2.2.3.2 Status ............................................................................................................................................... 13
2.2.3.3 Print .................................................................................................................................................. 13
2.2.3.4 Expire ............................................................................................................................................... 14
2.2.3.5 Size ................................................................................................................................................... 14
2.2.3.6 Date .................................................................................................................................................. 14
VIEWING DOCUMENTS ................................................................................................... 14
2.3.1 Web Viewer controls ............................................................................................................................. 15
2.3.1.1 Sidebar ............................................................................................................................................. 15
2.3.1.2 Search ............................................................................................................................................... 16
2.3.1.3 Page navigation controls .................................................................................................................. 16
2.3.1.4 Zoom ................................................................................................................................................ 16
2.3.1.5 Dashboard Home Page ..................................................................................................................... 16
2.3.1.6 Full screen mode .............................................................................................................................. 16
2.3.1.7 Print .................................................................................................................................................. 17
Safeguard Web Viewer v1.1.1 - Revision 1.12 ©2020 Locklizard Ltd Page | 2 of 20
2.3.1.8 Current View & Bookmarks .............................................................................................................. 17
2.3.1.9 Tools menu ....................................................................................................................................... 17
2.3.2 Logging out of the Web Viewer ............................................................................................................. 18
2.3.2.1 Log out ............................................................................................................................................. 18
FAQS .................................................................................................................... 19
3.1.1 Do you have to be online to view documents? ...................................................................................... 19
3.1.2 Can I login to the Web Viewer on different computers at the same time? ............................................. 19
3.1.3 Why when I login do I get the following error? ...................................................................................... 19
3.1.4 I have forgotten my password. What can I do? ..................................................................................... 19
3.1.5 Can I change my password?................................................................................................................... 20
3.1.6 Why can’t I print the document? ........................................................................................................... 20
3.1.7 Can I download the documents on my hard-drive and open them later? ............................................... 20
Introduction
Safeguard Web Viewer
Safeguard Web Viewer is a no installation browser based Viewer.
It enables protected PDF files to be viewed in a browser from any device using
any Operating System, and is ideal for environments where no Viewer software
can be installed.
Diagram 1: Safeguard Web Viewer
Safeguard Web Viewer solves the issues of firewall access, granting

administrator privileges, and the use of roaming profiles. It does not rely on
insecure plug-ins, self-extracting exes, or Flash.
Features
• No installation browser based viewer

• No downloads, no plug-ins to install, no Flash risks, no self-extracting exes
to run, no applications to install
• Works with all the main browsers
• Works with any device
• Works with any Operating System
Items to consider
1.3.1 Offline Use
Safeguard Web Viewer requires a permanent Internet connection to load

documents. However, once a document has fully downloaded then it can be
used offline (in memory) whilst the Viewer session is still active. You cannot
save documents to disk for later offline use.
If you cannot connect to the Internet then you must install one of our device
specific Viewers.
1.3.2 Display Speed
The time taken to load a document is much longer than an installed Viewer.
This is because data is served from the server to the browser in small chunks
and decrypted a page at a time in memory, rather than being downloaded to a
device and run directly from there. Once all pages have loaded (this will
happen if you have scrolled to the end of the document letting each page load,
or if printing is enabled for the document), the complete document will be
cached in memory for faster browsing.
1.3.3 Printing
If a document has printing enabled then the print icon will be visible in the
toolbar.
Print enabled documents will have all pages fetched from the server and loaded
into the browser in one go, so that the entire document is available for print.
This will therefore increase the document loading time. You must wait until all
of the pages are loaded in to the browser before you print the document,
otherwise some of the pages will not be available to print.
Printing from tablet devices is not supported due to their limited memory
resources.
1.3.4 User inactivity timeout
The Web Viewer automatically logs you out of the dashboard and closes
documents after a certain period of inactivity.
1.3.4.1 Dashboard inactivity
You will automatically be logged out from the Web Viewer dashboard if
there is no user activity for 1 hour.
1.3.4.2 Document inactivity
An opened document will be closed after 30 mins of inactivity (i.e. no

mouse or keyboard activity). The document will be unloaded from
memory and you will be returned to the Web Viewer dashboard.
If you have multiple documents open in separate tabs then if one of those
documents is inactive for 30 minutes all your opened documents will
close and you will be returned to the Web Viewer dashboard.
Technical Information
1.4.1 Supported OS & Browsers
Safeguard Web Viewer works with the major browsers on the major Operating
Systems:
• Windows
• Mac
• Linux
• Android
• iOS
• Chrome OS
The latest supported list can be found on the Locklizard web site – Web Viewer
Technical Info.
Viewing Documents
Logging in
You will have been sent an email with your login details. If you have not been
sent this then contact the company who is supplying you with the protected
documents.
Diagram 2: Web Viewer login email
Click on the Login URL link.
This will display a web page asking you to login to the Web Viewer.
Diagram 3: Web Viewer login
Enter your username and password as supplied in the login email that was sent
to you. On successful login, the Web Viewer Dashboard will load.
Diagram 4: Web Viewer Dashboard
The Dashboard displays all the files you have been authorized to use.
The Dashboard
2.2.1 Left Display area
This section covers the information displayed in the left hand area of the Web
Viewer.
2.2.1.1 Icon image
The PDF icon displayed to the left of the username will be

replaced with a Gravatar if your email address is associated with an
avatar using the gravatar.com service.
2.2.1.2 My Documents
Clicking on this will refresh the list and show all the documents available
to you.
2.2.1.3 Favourites
You can add documents that you use frequently to your favourites group
so you can find them quickly.
To add a document to your favourites, click on the icon next to the

document name.
To remove a document from your favourites, go to the Favourites folder

and click on the icon next to the document name.
2.2.1.4 Tags
If the document owner has enabled this feature then tags will be visible
on the left side as a list and on each document as a clickable link for easy
navigation. You cannot edit these.
2.2.2 Document List controls
This section covers the controls available in the Dashboard for the document
list display.
2.2.2.1 Sort Options
Press this button to sort documents by name (title), ID, size or date.
Diagram 5: Sort options
Re-select the selected item to sort by ascending or descending values.
2.2.2.2 No. of documents to show
Press this button to select the number of documents that are

displayed on a page.
Diagram 6: Show options
NOTE: ‘Show at least’ and ‘Sort by’ options are saved on the
account, not just the current session. So, when you login again those
settings will be remembered.
2.2.2.3 Search
Press this button to search for specific documents by name, ID,

title, and/or description.
Diagram 7: Search options
2.2.3 Document information
This section covers the controls and fields available in the Dashboard for
individual documents.
NOTE: The Status and Expiry fields are only updated when you next login
to the Web Viewer, so if a document’s status has changed you will not see this
instantaneously. For example, if a Publisher has given you access to a
document that you previously did not have access to, then the Status field will
display ‘no access’ until you log off and log back in to the Web Viewer.
2.2.3.1 ID
This field displays the document ID and uniquely identifies each

document.
2.2.3.2 Status
The date field displays whether the document is available for use (valid)
or not.
2.2.3.3 Print
The print field displays whether the document is available for print (yes)
or not (no).
2.2.3.4 Expire
This field displays the expiry status of a document. The document must
be opened at least once for the expiry date to be updated. Once a
document has expired you will no longer be able to use it.
2.2.3.5 Size
This field displays the file size of the document.
2.2.3.6 Date
The date field may or may not be displayed depending on whether the
document owner has enabled this. If present, it displays when the
document was published for use with the Web Viewer.
Viewing documents
Click on a document to open it.
A loading status bar will appear at the top of the Viewer whilst the document is
loading:
Diagram 8: Loading status bar
The document is then displayed:
Diagram 9: Loaded page
As you scroll down the document pages will be loaded into memory and
displayed in the Viewer. The symbol is displayed to indicate pages are

loading.
2.3.1 Web Viewer controls
This section covers the document controls available in the Web Viewer.
2.3.1.1 Sidebar
Select this option to toggle the thumbnail display so you can quickly
navigate around a document.
2.3.1.2 Search
Select this button to bring up the search dialog.
2.3.1.3 Page navigation controls
Use the buttons to move up or down the document one page at

a time or enter a page number directly in the Page field.
To go to either the first or last page of the document, press the

button and then select the appropriate option from the list.
2.3.1.4 Zoom
Use these controls to alter the document display size.
2.3.1.5 Dashboard Home Page
Pressing this button takes you to the Dashboard home page.
2.3.1.6 Full screen mode
Press this button to show the document without the browser display.
2.3.1.7 Print
This icon will be visible if printing is enabled for the document.
Printing is not available on tablet devices due to their limited memory

capacity.
2.3.1.8 Current View & Bookmarks
This generates a link with the current page settings (current page
position, zoom/scroll settings) so you can bookmark it, or right click on it
and open it in a different tab. When you click on this button the browser
address bar will change with a new link containing the current view
settings.
2.3.1.9 Tools menu
Selecting this displays a menu option from which you can select various
document tools (go to first & last page of the document, rotate
document, enable hand tool) and display the document properties.
Diagram 10: Tools menu
2.3.2 Logging out of the Web Viewer
It is important that you log out of the Web Viewer rather than closing the
browser window. If you close the browser window (instead of logging out),
your session will remain active for a further 30 minutes and you will only be
able to log back in again once this time period has passed.
2.3.2.1 Log out
Select the home button to return to the Dashboard.
Select the Log Out link at the top-right of the Dashboard to log out.
Diagram 11: Log Out option
FAQs
This section covers frequently asked questions.
3.1.1 Do you have to be online to view documents?
Yes, you must be connected to the Internet. However if you scroll to the
bottom of the document (so that all pages load) then content can be viewed
offline in memory. It cannot be saved to disk for later viewing, so if you reboot
your computer you will need to open the document whilst online again.
3.1.2 Can I login to the Web Viewer on different computers at the same
time?
That depends on the controls set by the document owner. By default you can
only be logged in on one computer at a time.
3.1.3 Why when I login do I get the following error?
This may occur because the document owner has imposed certain restrictions
on your account, like the location from where documents can be used.
3.1.4 I have forgotten my password. What can I do?
Click on the 'Forgot Password?' link on the bottom left of the login box. This
will take you through the process of resetting your password.
If an account exists for your login name then you will receive a reset password
email which contains a URL enabling you to reset your password. The URL is
only valid for 1 hour and is a one-time use.
If you receive an email telling you that you are not allowed to change your
password then you need to go back to the document owner and ask them to
email you this information again.
3.1.5 Can I change my password?
Yes. If you think your password may have been compromised then you can
click on the 'Forgot Password?' link on the bottom left of the login box or ask
the document owner to send you a new one.
3.1.6 Why can’t I print the document?
You can only print the document if the print icon is available. If this is not
visible then the document owner has NOT allowed printing.
Printing is also not available from tablet devices due to their limited memory.
3.1.7 Can I download the documents on my hard-drive and open them

later?
No, documents cannot be saved locally. You need to log-in and open them
each time through the Web Viewer interface.

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VIEWING DOCUMENTS .................................................................................... 8

Safeguard Web Viewer

Safeguard Web Viewer is a no installation browser based Viewer.

Diagram 1: Safeguard Web Viewer

Safeguard Web Viewer solves the issues of firewall access, granting

• No installation browser based viewer

1.3.1 Offline Use

Safeguard Web Viewer requires a permanent Internet connection to load

1.3.2 Display Speed

1.3.4 User inactivity timeout

1.3.4.1 Dashboard inactivity

1.3.4.2 Document inactivity

An opened document will be closed after 30 mins of inactivity (i.e. no

1.4.1 Supported OS & Browsers

Diagram 2: Web Viewer login email

Click on the Login URL link.

Diagram 4: Web Viewer Dashboard

2.2.1 Left Display area

2.2.1.1 Icon image

The PDF icon displayed to the left of the username will be

To add a document to your favourites, click on the icon next to the

To remove a document from your favourites, go to the Favourites folder

2.2.2 Document List controls

2.2.2.1 Sort Options

Diagram 5: Sort options

Re-select the selected item to sort by ascending or descending values.

Press this button to select the number of documents that are

Diagram 6: Show options

Press this button to search for specific documents by name, ID,

Diagram 7: Search options

This field displays the document ID and uniquely identifies each

This field displays the file size of the document.

Click on a document to open it.

Diagram 8: Loading status bar

The document is then displayed:

displayed in the Viewer. The symbol is displayed to indicate pages are

2.3.1 Web Viewer controls

Select this button to bring up the search dialog.

2.3.1.3 Page navigation controls

Use the buttons to move up or down the document one page at

To go to either the first or last page of the document, press the

Use these controls to alter the document display size.

2.3.1.5 Dashboard Home Page

Pressing this button takes you to the Dashboard home page.

2.3.1.6 Full screen mode

This icon will be visible if printing is enabled for the document.

Printing is not available on tablet devices due to their limited memory

2.3.1.8 Current View & Bookmarks

2.3.1.9 Tools menu

Diagram 10: Tools menu

2.3.2.1 Log out

Select the home button to return to the Dashboard.

Diagram 11: Log Out option

This section covers frequently asked questions.

3.1.1 Do you have to be online to view documents?

3.1.3 Why when I login do I get the following error?

3.1.4 I have forgotten my password. What can I do?

3.1.5 Can I change my password?

3.1.6 Why can’t I print the document?

3.1.7 Can I download the documents on my hard-drive and open them

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