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Once your documents are added, they will appear in the Documents section of the Media Bar.

Click on your arrow to expand and show pages.


If you have added *.tif, *.jpg or *.png files, color pages show up as blue.

If you do not already see the Viewer pane, double-clicking on a document page will launch it.


Selecting Annotate/Present from the Workflow Ribbon will give the best layout to view documents.

Viewing Documents
  • Click on a document and then select Annotate/Present in the Workflow Ribbon.


  • Use the toolbar to mark-up or annotate your documents. You can send any annotation to Presentation Mode without saving it.


  • Or Save them  – this allows you to prepare your annotations (mark-ups or treatments) in advance. OnCue does not mark on the original document nor does it save a secondary document (.jpg or .bmp) but saves a “script” with instructions. You can update your annotations if you want to change them.


  • When you save your annotation, and it is shown underneath the original page with a new ID number. Example: An annotation for 1.2 (ID.page) is saved as 1.2.1. That is the first annotation for page 2 of document 1.

Save Annotations (Ctrl + S) is found in the Viewer toolbar

Once the documents have been added to OnCue and annotated to your satisfaction and saved, they can be added to Notebooks or Presentations – the processes for which are discussed in depth in those sections.


Double-clicking on an annotation, deletes it. Hitting “E” erases them all.


Check out the Getting to know your Toolbar article for all your options.

Annotating or Marking Documents

Main Document:

(1) Show in Windows File Explorer – Exactly as described – opens folder where your file is


(2) Print... – Exactly as described – see Printing for options


(3) Copy – Copy your entire document and paste: into Notebook, Media Script, or another document


(4) Edit Name and ID... – Change the name and ID in OnCue only, not underlying document


(5) Delete – Careful, 2 options: database only or database and drive


(6) Import – All options for import available, not tied to documents


(7) Export – 2 options: exhibit list and images


(8) Add to Notebook – Add to existing (list provided) or create new


(9) Renumber IDs – Move pages in a document or delete pages, keep your IDs consecutive using this


(10) Fill Bates Numbers... – See Bates Numbering – Filling & Importing for options


(11) Clear Bates Numbers – Careful, whatever you're clicked on will clear and there is no undo


(12) Optimize PDF... – See Optimize Your PDFs for options and what they mean


(13) Document Cleanup – not recommended to do an entire database at once




Page Level

(1) Show in Windows File Explorer – Exactly as described – opens folder where your file is


(2) Print... – Exactly as described – see Printing for options


(3) Copy – Copy the page(s) and paste, into a Notebook, Media Script, or another document


(4) Copy Annotation Info – Copy the Annotation to a different page or document. Annotations are "directions" of where on the page to annotate and what to do.


(5) Edit Name and Bates Number... – Change the name of page and Bates in OnCue only, not underlying document


(6) Delete – Careful, 2 options: database only or database and drive


(7) Import – All options for import available, not tied to documents


(8) Export – 2 options: exhibit list and images


(9) Add to Notebook – Add to existing (list provided) or create new


(10) Fill Bates Numbers... – See Bates Numbering – Filling & Importing for options


(11) Clear Bates Numbers – Careful, whatever you're clicked on will clear and there is no undo


(12) Optimize PDF... – See Optimizing Your PDFs for options and what they mean


(13) Document Cleanup – Single or multipage Deskew/Rotate - check your options




Annotations/Treatments

(1) Show in Windows File Explorer – Exactly as described – opens folder where your file is


(2) Print... – Exactly as described – see Printing for options


(3) Copy – Copy your annotation/treatment, into a Notebook, Media Script, or another document


(4) Rename – Change the name or add a name


(5) Delete – Careful, no undo


(6) Import – All options for import available, not tied to documents


(7) Export – 2 options: exhibit list and images


(8) Add to Notebook – Add to existing (list provided) or create new

(1) Undo Show/Redo – As described


(2) Presentation – Choose how you present


(3) Displays – Choose your display


(5) Copy as Image – No background copied - (see Copying & Exporting Images if background is needed) 


(6) Save as Image – Save as *.png

Right-Click Menus

Video Tutorial

Step-by-step Instructions

Can I highlight or mark-up documents?


Can I highlight a document and present it without saving it?


Can I prep my callouts and highlights on documents ahead of time?

Can I highlight or mark-up documents?

Can I highlight a document and present it without saving it?

Can I prep my callouts and highlights on documents ahead of time?




Viewing Documents


Once your documents are added, they will appear in the Documents section of the Media Bar.


Click on your arrow to expand and show pages.


If you have added .tif, .jpg or *.png files, color pages show up as blue.


If you do not already see the Viewer pane, double-clicking on a document page will launch it.


Selecting Annotate/Present from the Workflow Ribbon will give the best layout to view documents.




 




Annotating or Marking Documents


Click on a document and then select Annotate/Present in the Workflow Ribbon.


Use the toolbar to mark-up or annotate your documents. You can send any annotation to Presentation Mode without saving it.


Or Save them  – this allows you to prepare your annotations (mark-ups or treatments) in advance. OnCue does not mark on the original document nor does it save a secondary document (.jpg or .bmp) but saves a “script” with instructions. You can update your annotations if you want to change them.


When you save your annotation, and it is shown underneath the original page with a new ID number. Example: An annotation for 1.2 (ID.page) is saved as 1.2.1. That is the first annotation for page 2 of document 1.




Save Annotations (Ctrl + S) is found in the Viewer toolbar


Once the documents have been added to OnCue and annotated to your satisfaction and saved, they can be added to Notebooks or Presentations – the processes for which are discussed in depth in those sections.


  • Double-clicking on an annotation deletes it.

  • Hitting “E” erases them all.


Check out the Getting to know your Toolbar article for all your options.




 




Right-Click Menus


Main Document:

1
Show in Windows File Explorer
Exactly as described – opens folder where your file is
2
Print...
Exactly as described – see Printing for options
3
Copy
Copy your entire document and paste: into a Notebook, Media Script, or another document
4
Edit Name and ID...
Change the name and ID in OnCue only, not underlying document
5
Delete
Careful, 2 options: database only or database and drive
6
Import
All options for import available, not tied to documents
7
Export
2 options: exhibit list and images
8
Add to Notebook
Add to existing (list provided) or create new
9
Renumber IDs
Move pages in a document or delete pages, keep your IDs consecutive using this
10
Fill Bates Numbers...
11
Clear Bates Numbers
Careful, whatever you're clicked on will clear and there is no undo
12
Mark as Admitted
Marks document as admitted
13
Optimize PDF...
See Optimize Your PDFs for options and what they mean
14
Document Cleanup
Not recommended to do an entire database at once


Page Level:

1
Show in Windows File Explorer
Exactly as described – opens folder where your file is
2
Print...
Exactly as described – see Printing for options
3
Copy
Copy the page(s) and paste: into a Notebook, Media Script, or another document
4
Copy Annotation Info
Copy the Annotation to a different page or document. Annotations are "directions" of where on the page to annotate and what to do.
5
Edit Name and Bates Number
Change the name of page and Bates in OnCue only, not underlying document
6
Delete
Careful, 2 options: database only or database and drive
7
Import
All options for import available, not tied to documents
8
Export
2 options: exhibit list and images
9
Add to Notebook
Add to existing (list provided) or create new
10
Fill Bates Numbers...
11
Clear Bates Numbers
Careful, whatever you're clicked on will clear and there is no undo
12
Mark as Admitted
Marks document as admitted
13
Document Cleanup
Single or multipage Deskew/Rotate - check your options


Annotations/Treatments:

1
Show in Windows File Explorer
Exactly as described – opens folder where your file is
2
Print...
Exactly as described – see Printing for options
3
Copy
Copy the page(s) and paste: into a Notebook, Media Script, or another document
4
Rename
Change the name or add a name
5
Delete
Careful, no undo
6
Import
All options for import available, not tied to documents
7
Export
2 options: exhibit list and images
8
Add to Notebook
Add to existing (list provided) or create new


Document in Viewer:

1
Undo Show/Redo
As described
2
Presentation
Choose how you present
3
Displays
Choose your display
4
Copy as Image
No background copied - (see Copying & Exporting Images if background is needed) 
5
Save as Image...
Save as *.png


Viewing & Annotating Documents

Articles > Documents

January 2, 2025 at 4:56:35 PM

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