Note: The Lifecycle State Stage ID and Lifecycle Stage fields appear by default in the General section of the Information panel, even if lifecycle stages are not configured.
## Lifecycle Stages Banner {#lifecycle-stages-banner}
The Lifecycle Stages banner helps you understand where a document is in its lifecycle by grouping specific lifecycle states into ordered collections of stages. The Lifecycle Stages banner provides a visualization for the document's progress, with each chevron representing a single lifecycle stage. The chevrons are color-coded to indicate the document's current stage:
* Green indicates a previous stage
* Blue indicates the active stage
* Grey indicates an upcoming stage
The Lifecycle Stages banner can also give details for active, incomplete tasks. Click the blue (in-progress) chevron to see a list of up to five open tasks. Additional information and actions display under the Lifecycle Stages banner with each task. Click **View all tasks** to open _Timeline View_ and see all open tasks in the workflow. An exclamation point icon appears on the blue chevron if one or more tasks is behind schedule. The blue chevron also displays additional details on the active workflow, such as the workflow name, workflow owner, and start date and time.
Each chevron contains an _Actions_ menu for the lifecycle state and each task. The _Actions_ menu provides similar options to the workflow [Timeline View](/en/lr/50506/#timeline-view), such as canceling workflows, replacing workflow owners, and reassigning tasks.
Inactive stages with no associated states are not displayed in the Lifecycle Stages banner.
Note: The Lifecycle Stages banner does not appear for documents in a steady state, for users with the Read-only User license type, or for users whose security profile does not grant the View User Information permission.
), or **Glossary** () to open the appropriate panel. When you select a panel, that panel's icon is displayed on the Doc Info pane toolbar for the menu.
### Bookmarks
On the Doc Info pane toolbar, open the navigation tools menu and select **Bookmarks** () to open the [_Bookmarks_](/en/lr/3437/) panel. The _Bookmarks_ panel allows you to view and navigate to bookmarks within the document. This panel is not available if the document does not have any defined bookmarks.
### Destinations
On the Doc Info pane toolbar, open the navigation tools menu and select **Destinations** () to open the [_Destinations_](/en/lr/48460/) panel. The _Destinations_ panel allows you to view and navigate to destinations within the document. This panel is not available if the document does not have any defined destinations.
### Thumbnails
On the Doc Info pane toolbar, open the navigation tools menu and select **Thumbnails** () to open the _Thumbnails_ panel. The _Thumbnails_ panel displays thumbnail images for each page in the document. Click a page thumbnail to navigate to that page in the document.
### Glossary
On the Doc Info pane toolbar, open the navigation tools menu and select **Glossary** () to open the [_Glossary_](/en/lr/520163/) panel. The _Glossary_ panel allows you to search for glossary terms and displays matching glossary entries, if available. This panel is not displayed if it is not [enabled by an Admin](/en/lr/520162/).
## Document Viewer Toolbar {#Document_Viewer_Toolbar}
The document viewer includes many different tools that allow you to quickly access options for annotating, navigating, and viewing documents.
The available document viewer tools are displayed in several different locations in the document viewer:
* **Document Viewer Toolbar**: The document viewer toolbar is displayed in the upper-left corner of the document viewer and contains the following functionality:
* [**Find in Document**][5] () and page navigation
* [**Select**][4] () and [**Grab and Pan**][4] () modes
* [**Annotation**][6] tools
* [**Rotate**][7] (
) options
* [**Compare Version**][8] (
)
* [**Fullscreen**][9] () mode
* [**Zoom Controls**][10]: Zoom controls are displayed in the lower-left corner of the document viewer and include the following functionality:
* **Zoom In** () and **Zoom Out** ()
* **Zoom slider** and **zoom percentage**
* **Fit Height** () and **Fit Width** ()
* **Action Bar**: The [action bar](/en/lr/21515/) is displayed in the upper-right corner of the document viewer and displays the _All Actions_ menu and the user's four most frequently-used actions.
See [Vault Keyboard Shortcuts](/en/lr/17488/) for information about navigating the document viewer tools with your keyboard.
### Find in Document & Page Navigation {#find-in-document}
Click **Find in document** () on the document viewer toolbar to open the _Find_ search box, which allows you to search the text of the document for a specific string. Vault highlights matches in one page at a time. Click **Previous result** () or **Next result** () to navigate to the previous or next matching result. _Find_ reads periods as spaces. For example, the term **409.3** finds instances of **409** and **3**.
To navigate to a specific page, enter the page number in the **Page** field and press **Enter**. Click **Previous page** () or **Next page** () to navigate to the previous or next page.
### Select Mode & Grab and Pan Mode {#select-mode}
Open the select menu on the document viewer toolbar and select **Select** () or **Grab and Pan** (). _Select_ mode allows you to highlight text in the document and right-click the document to view the context menu. _Grab and Pan_ mode allows you to click and drag the document view. This tool is helpful when a document page is zoomed in and you need to pan to a different view of the page that you cannot locate by scrolling.
### Annotate Mode & Annotation Tools {#annotate}
In [_Annotate_ mode](/en/lr/9777/), the annotations panel is displayed and you can add new annotations and modify existing annotations.
The _View/Hide Annotations_ () button on the Doc Info pane toolbar displays the number of annotations on the document: 
. If there are no annotations on the document, the Doc Info page opens in _Select_ mode and the _Show/Hide Annotations_ () button displays a **plus sign** (**+**) instead of a count of annotations.
Exit _Annotate_ mode and hide the annotations panel by clicking **Hide annotations** (). Click **View annotations** () to enter _Annotate_ mode and reopen the annotations panel.
To add new annotations, open the annotation tools menu on the document viewer toolbar and select the annotation type you want to add: [**Comment**](/en/lr/9777/#comment-annotation) (), [**Line**](/en/lr/9777/#line-annotation) (), [**Document Link**](/en/lr/15303/#create-links) (), [**Permalink Link**](/en/lr/15303/#permalinks) () (when enabled), or [**Anchors**](/en/lr/15303/#create_anchors) (). Selecting an annotation tool opens the annotations panel and enters _Annotate_ mode.
Additional annotation tools are displayed in the _All Actions_ menu when applicable, such as [_Bring Forward Annotations_](/en/lr/18648/), [_Show Links_ or _Hide Links_](/en/lr/15303/), and application-specific annotation tools. Additional application-specific annotation tools may also be displayed in the annotation tools menu on the document viewer toolbar.
When opening a document, whether the document opens in _Annotate_ mode or _Select_ mode is dependent on your [user preferences and permissions][11]. Additionally, if the document is bookmarked with _Annotate_ mode hidden, the URL will always open the document in _Select_ mode instead of _Annotate_ mode.
### Rotate Options {#rotate_clockwise}
Click **Rotate options** (
) on the document viewer toolbar to open the rotate options menu. Select **Rotate this page** () to rotate the current page clockwise 90 degrees. Select **Rotate all pages** (
) to rotate all pages clockwise 90 degrees.
To save the rotation, select **Save page rotations** from the rotate options menu. This option applies the current rotation for the document in all document viewers and future downloaded or exported renditions. You cannot save page rotations on CrossLinks, but saved rotations on the source document are applied to the CrossLink. Vault preserves saved rotations in re-rendered documents.
You must have a document role that grants the _Manage Viewable Renditions_ permission or have a security profile that grants the _Vault Owner Actions: Re-render_ permission to save rotations.
### Compare Version {#compare-version}
Click **Compare Version** () to [compare](/en/lr/1804/) the document version you are currently viewing with the previous major version.
### Full Screen {#full-screen}
To view the document in full screen, click **Full screen** () on the document viewer toolbar. To close full screen, click **Exit full screen** () on the document viewer toolbar. The _All Actions_ menu and actions on the action bar are unavailable in full screen mode.
### Zoom Controls {#zoom-controls}
All documents default to a zoom value of 100%. Click **Zoom in** () to zoom in, and click **Zoom out** () to zoom out. Clicking either of these zoom buttons opens additional zoom controls. Click and drag the **zoom slider** to zoom in and out in 25% increments. Click **Fit width** () to fit the width of the document's current page to the document viewer width. Click **Fit height** () to fit the height of the document's current page to the document viewer height.
When zoomed in further than the page width, scroll to the bottom of the document to display the horizontal scroll bar. You can use [_Grab and Pan_ mode][4] to view content outside of the document viewer's current zoom level.
### Document Tool User Preferences {#user-preferences}
When you select the **Select** () tool, **Grab and Pan** () tool, or any annotation tool, Vault saves that selection as a user preference. The user preference is saved for the most recently selected tool and is applied across documents, sessions, and browsers. It determines which tool is selected when you access a document, but is also dependent on your permissions.
As an example, you have _Annotate_ permission on a document and your saved user preference is the _Comment_ annotation tool. When you open another document for which you have _Annotate_ permission, the document opens in _Annotate_ mode with the _Comment_ tool active. However, if you open another document for which you do not have _Annotate_ permission, the document opens in _Select_ mode with the _Select_ tool active.
If your saved user preference is the _Select_ tool, documents for which you have _Annotate_ permission are opened in _Annotate_ mode with the _Select_ tool active, even if the document does not have annotations.
## Split Screen Mode {#split-screen-mode}
The document viewer allows you to view two different documents side-by-side using _Split Screen_ mode.
When viewing two documents in _Split Screen_ mode, you can perform any available action on the primary document (the left document in _Split Screen_ mode), but you can only access _Find in Document_, the _Select_ tool, the _Grab and Pan_ tool, and zoom controls on the secondary document (the right document in _Split Screen_ mode). In addition, breadcrumb navigation and document list traversal are not available in _Split Screen_ mode.
While viewing documents in _Split Screen_ mode, if you open another document in _Split Screen_ mode, the current secondary document closes and the new document becomes the secondary document.
To use _Split Screen_ mode:
1. Open a document in the document viewer. This becomes the primary document once you open a second document in _Split Screen_ mode.
2. Click **View in split screen** () in any of the following locations to open the secondary document in _Split Screen_ mode:
* The [suggested documents list](/en/lr/442/#suggested-documents) when searching for a document in the _Search_ box above the primary document in the document viewer. This opens the document you searched for as the secondary document.
* The _Linked Documents_ section of the _Relationships_ panel on the Doc Info pane of the primary document. This opens the linked document as the secondary document.
* The _Attachments_ section of the _Document Files_ panel on the Doc Info pane of the primary document. This opens the attachment document as the secondary document.
* The _Version History_ dialog for the primary document. This opens the document version as the secondary document.
3. Optional: Click **View Document in Mini-Browser** () in the heading above either document to remove that document from _Split Screen_ mode and open it in a separate pop-up mini-browser window. Once you open a document in the mini-browser, you cannot move it back into _Split Screen_ mode, and the remaining document becomes the primary document.
4. Optional: Adjust the width of the primary and secondary split screen views by clicking and dragging the divider between the views.
5. To exit _Split Screen_ mode, click **Split Screen** () above the secondary document and select **Close Primary** (
) or **Close Secondary** (
) to close either of the documents. Vault exits _Split Screen_ mode and the document that remains open becomes the primary document with all available document viewer tools.
## Copying Document Text {#copy-from-document}
To copy text from a document in [_Select_ mode][4] or [_Annotate_ mode][6], hold down the **C** key and select the text with your cursor, then release the **C** key and mouse button to copy. You can also copy text using the [document viewer context menu][1]. You can copy text from any document where text is selectable.
By default, you must have the _View Content_ permission on a document to copy text. Admins can configure Vault to require [additional permissions](/en/lr/63315/#copy-text) when copying text.
### Copying Document Text Limitations
The following limitations apply to copying text:
* Vault supports whole word selection only. You cannot copy part of a word.
* You cannot copy text on mobile devices.
* Read Only and Anonymous (token-based) users cannot copy text from documents.
* You cannot copy more than 500 words at a time.
## Checkout Lock Icon {#lock-icon}
When a document is checked out, you can hover over the **checkout lock icon** () to see who checked the document out, when it was checked out, and whether it was checked out using [Vault File Manager](/en/lr/44346/) or a standard Vault checkout.
## Download Button {#downloads}
The **Download** button has two options:
* Click **Source File** () to download the source document file.
* Click the **Download Options** () menu to the right of the _Source File_ icon to see a list of all available files and renditions to download.
The **Source File** and **Download Options** buttons are located on the action bar by default, but Vault replaces them with another action if you do not use it often. You can also download source files and rendition files from the _Files_ panel in the Doc Info pane or from the _All Actions_ menu.
## Document Viewer Context Menu {#context-menu}
While viewing a document in _Select_ or _Annotate_ mode, you can right-click on the document or on selected text or area to open the context menu. You can select several actions from the context menu, such as _Copy Text_, _Search Glossary_, _Create Comment_, and more. Available actions depend on your permissions.
### Demo: Document Viewer Context Menu {#document-viewer-context-menu-demo}
This video demonstrates how to use the document viewer context menu.
[Details](/en/lr/676790/)
### Limitations
The following limitations apply to the document viewer context menu:
* The context menu closes if you scroll or resize a page, zoom in or out, or navigate between pages of the document.
* The context menu is unavailable for anonymous (token-based) and read-only users and in Vault Mobile.
* You cannot create line annotations using the context menu.
[1]: #context-menu
[2]: #downloads
[3]: #navigation-tools
[4]: #select-mode
[5]: #find-in-document
[6]: #annotate
[7]: #rotate_clockwise
[8]: #compare-version
[9]: #full-screen
[10]: #zoom-controls
[11]: #user-preferences