Document Homepage

The metadata of each ConnectedPDF document can be presented in a document homepage which contains full information of the attributes, version history, events, and connections associated with a document. 

To open the document homepage, do the following steps: 

For Foxit PhantomPDF & Foxit Reader

• (Windows) Click Connect > Document Info > Document Homepage.

• (Mac OS X & Linux) Click Connect > Document Homepage.

For Foxit MobilePDF

• (Android & iOS) Tap More (the Three Dots symbol) > Connect > Document Homepage.

• (Windows) Click or tap  > Document Homepage.

There are several tabs in the document homepage, including: HOME, VERSIONS, VIEWS, EVENTS, PERMISSIONS, PEOPLE, and STATISTICS. Each tab includes the DOCUMENT INFO item showing the document information of the current, original, and latest versions of the document. The current version is the version of the document that is currently open, the latest version is the most recently registered version, and the original version is the version of the document that was first converted to ConnectedPDF.

• File Name – the name of the version.

• Version – the number of the version.

• Registrar – the user who registered the new version.

• Registration Time – the time when the new version was registered.

• Author – the user who created the original version from blank with Foxit PhantomPDF or Foxit Reader, or the author of the source document that was created with other applications and converted to the original version.

• Converted to cPDF at – the time when the document was first converted to ConnectedPDF.

• Converted to cPDF with – the application that the document was converted to ConnectedPDF from.

• Device – the name of the device on which the registrar registered the new version.

• Pages – the number of the pages in the document.

• Size – the file size of the document.

• Owner – the document owner who has all permissions for the document. If you are the document owner, you can change the owner to another user by tapping or clicking the Edit button (the pencil icon).

Note: The document owner can access all the information in the document homepage. Other users can only view the DOCUMENT INFO in the document homepage by default. The document owner can change the setting in the PERMISSIONS tab. If users are unauthorized to access the document homepage or need to access more information in the document homepage, they can submit requests within the document homepage to request permissions from the owner.

Change document ownership to others

Document viewers (not the owner) are not allowed to send update notification when registering a new version, or don’t have full access to the document. If necessary, the document owner can change the ownership to another user he trusted.

1.    Navigate to DOCUMENT INFO in the Document Homepage.

2.    Choose the Edit button (the pencil icon) to enter the new owner’s email and save it.

3.    A message box will pop up to prompt you the operation is successful.

The change history will be automatically recorded in the personal homepages of both the previous and the current owners. See also MESSAGE CENTER in the Personal Homepage.

The HOME tab

In this tab, you can see the basic information about the current document: the latest version, recent views and events, and the usage in the last seven days.

• Latest document version: shows the document properties of the latest version. Click or tap the arrow  to show more information. If this version was uploaded to a server by the registrar, a file link appears for users to download the document. Click or tap View all versions to view the detailed version history of the document in the VERSIONS tab.

The VERSIONS tab

The VERSIONS tab shows the detailed version history of the document in a tree diagram and displays all the versions that were registered by the registrars. Click or tap the minus/plus sign to fold/unfold the following version(s), and click or tap the eye icon to show/hide the detailed information about this version, including the registrar, register time, the device where the version was registered, and more. In the version tree, a version with a small bell icon means that the version was registered by the owner. A solid bell icon means the owner sent an update notification when registering the version; while a hollow one means an update notification was not sent. Versions without a bell icon were registered by other users.

You can search for the version you need by typing the keywords in the Search box. Put the cursor over or tap the version number, and then a menu will drop down, which may contain the following options: View File Online, Open Local file, and Request File. Click or tap Expand All to show all the versions and Collapse All to hide them.   

• View File Online: open the selected version of the document in the default browser. The option appears only if this version of the document was uploaded to the server by the registrar when registered,

• Open Local File: open the document in the local drive. This option is available in Foxit PhantomPDF, Foxit Reader, and Foxit MobilePDF for Android & iOS, and will appear only if the current user has the document saved on the local hard disk.

• Request File: send a request to a user who accessed this version of the document. See also Request a file.

Tip: By clicking Connect > Document Info > Version History in Foxit PhantomPDF or Foxit Reader (for Windows), you can also open the VERSIONS tab.

The VIEWS tab

All the view events on the document can be recorded in the tab, which shows the information of the viewer, the version number, when the user viewed it, what application was used to open it, and whether the document was opened successfully. By default, ten records of views are displayed in one page. You can click or tap the drop-down box in the upper-right corner to change the number of records to be displayed in one page.

The EVENTS tab

Foxit ConnectedPDF-enabled applications records all the events on the document, which lets you know who accessed it, when he accessed, and what was done to your documents. The tab lists all the events that happened to the document, including viewing, modification, annotation, and more.

You can filter the events to display the events you need and hide the unwanted ones based on certain criteria like USER EMAIL/TYPE/TIME/APPLICATION, by clicking or tapping the down arrow next to each column name (EMAIL/TYPE/TIME/APPLICATION) and selecting the items you need. By default, ten records of views are displayed in one page. You can click or tap the drop-down box in the upper-right corner to change the number of records to be displayed in one page.

The PERMISSIONS tab

In this tab, the document owner can set the public permissions to view the document homepage for all users, or configure different document permissions to access the document for different users. The owner can also restrict other users’ ability to register a new version or start a Connected review for a specific document.

Set the Document Homepage permissions

1.    In the PERMISSIONS tab, choose DOCUMENT HOMEPAGE PERMISSIONS, which contains two permissions: VIEW DOCUMMENT INFO and VIEW USAGE DATA. By default, VIEW DOCUMMENT INFO is checked, which means all users have the access to the document information. USAGE DATA contains all the data in the document homepage except DOCUMMENT INFO.

2.    Click or tap the Edit button (the pencil icon) to edit the permissions.

3.    You can check or uncheck the permissions applied for all (other) users and click or tap OK. A message box will pop up to prompt you the operation is successful.  

4.    (Optional) you can also set the document homepage permissions for specific users by clicking or tapping Add New User. In the pop-up Add New User dialog box, enter the user email, select the permissions and then click or tap Submit.

Document Permissions

1.    Choose the DOCUMENT PERMISSIONS tab that shows all the permissions set before. Tap or click the plus sign   beside the user name to check the permission details.  See also Edit and Manage Permissions.

2.    (Optional) Click or tap Add New User to specify permissions for more users. In the pop-up Add New Permission dialog box, select options as needed and click or tap Submit. Click or tap the pencil  icon or the cross  icon to modify or delete the existing permission settings. The owner can bulk modify or delete the settings by checking the boxes to select multiple users.

Configure Document Option Permissions

1.    Choose the DOCUMENT OPTION PERMISSIONS tab where you can restrict who can register a new version or start a Connected Review.

2.    Click or tap Add New User, add the user and select options you want to restrict in the pop-up Add New User dialog box.

3.    Click or tap Submit. The permissions of the user will be listed in the DOCUMENT OPTION PERMISSIONS tab. Click or tap the pencil  icon to modify the permissions, or click or tap the cross  icon to delete the permission settings.

4.    (Optional) For All Other Users, you can also modify the permissions as needed by clicking or tapping the pencil  icon.

Note: Foxit PhantomPDF and Foxit Reader allow users to restrict the two permissions (Register New Version and start Connected Review) in Preferences > ConnectedPDF, which is the default setting for all of the newly created Connected documents. In Foxit MobilePDF for Android and iOS, you can restrict the two permissions in Settings > Connect > Default Permissions. In Foxit MobilePDF for Windows, you can restrict the permission to register new versions in Settings > Default Permissions.  

The PEOPLE tab

The tab lists all document users and their emails and relationship with the document.

Tip: By clicking Connect > Document Info > Related People in Foxit PhantomPDF and Foxit Reader (for Windows), you can also open the PEOPLE tab.

The STATISTICS tab

This tab contains a column chart showing how many times the document was accessed as well as a pie chart with the percentages of access types during the last 7 days.

The REVIEW tab

The tab appears in the Document Homepage only when you have launched or joined in a Connected Review. If the review involves a large number of participants or contains lots of comments, users may want to filter comments to view the specific comments they need. This tab acts as a comment dashboard where a list of all comment activities on the PDF document during the Connected Review can be viewed at a glance and filtered (e.g., by user). The tab also includes the detailed information of the review. All users involved in the review are allowed to open the REVIEW tab.

To open the REVIEW tab, do the following:

Only when you are in a Connected review can you open the REVIEW tab by opening the document homepage and choosing the tab, or by clicking or tapping View review information in the navigation pane to open the REVIEW tab in Document Homepage.

REVIEW RECORDS lists all comment activities including the user information (Name and Email), the detailed operations, as well as when they made comments and what commenting tools they used. You can filter the comment activities to display the ones you need and hide the unwanted based on certain criteria like TIME/ USER NAME/ USER EMAIL, by clicking or tapping the down arrow next to each column name (TIME/ USER NAME/ USER EMAIL) and selecting the items you need. By default, ten records of comment activities are displayed on one page. You can click or tap the drop-down box in the upper-right corner to change the number of records to be displayed on one page. (Tip: For the comments that include text, such as Typewriter, Callout, and Note comments, you can click or tap the eye icon in front of the record to display the text content in the dropdown message.)

REVIEW INFO shows the document name, when the review was started, and the review participants.

Note: The comment activities listed in the REVIEW tab can also be found in the EVENTS tab. The REVIEW tab only displays the comments made by users who use Reader/PhantomPDF 8.2, MobilePDF (for Android and iOS) 5.3, and the later versions.

Personal Homepage

Each user with a Foxit account has a personal homepage where the personal profile, the access history and messages are kept, allowing the user to manage all the accessed documents (including their own documents and documents from other owners) and respond requests dynamically. The personal homepage also allows the user to request a file, delete uploaded documents, and change document owners. To open the Personal Homepage, please follow the step below:

• (Foxit PhantomPDF & Foxit Reader) Click the user center in the upper-right corner of the application window to open the Personal Homepage tab. For Foxit Phantom and Reader (for Windows) users, you can also click the inverted triangle next to the user center and select Personal Homepage in the drop-down list.

• (Foxit MobilePDF) Tap My Account > Personal Homepage.

Note: In Foxit PhantomPDF and Foxit Reader (for Windows), the first time you click the tools in Document Info group or open Personal Homepage, a dialog window pops up for you to choose to open the webpage with a tab in the application window or the default browser. Check one mode and click OK. You can change the setting in File> Preferences > ConnectedPDF.

There are three tabs in Personal Homepage: MY HOME, DOCUMENTS and MESSAGE CENTER.

MY HOME

This tab provides an overview of documents and messages, including the recent documents and messages associated with the user, which includes documents that are recently accessed or most active, as well as the latest messages sent and received. Click or tap View All to switch to the DOCUMENTS and MESSAGE CENTER tabs for more details.

You can try the web tools Document to cPDF, Open PDF Online and Compress PDF in your web browser. The web tools provide an all-in-one PDF solution via web browsers with no downloads or plugins required. See Foxit WebPDF Reader and PDF WebTools for more information.  

DOCUMENTS

There are four types of document lists in this tab: My Documents, Viewed Documents, My Uploaded Documents, and My Reviewed Document..

My Documents lists all the user’s own documents, and shows each document’s name, the most recent version, the edited time, the location, and more. (Note: If the document was uploaded to Foxit ConnectedPDF server, the LOCATION shows Online; otherwise it shows N/A.) By default, twenty documents are displayed on one page. You can click or tap the drop-down box in the upper-right corner to change the number of documents to be displayed on one page.

• Click or tap the little eye icon beside the file name to show more document information.

• Click or tap the file name will open the document homepage.

• In the ACTION column, do any of the following options will appear:

View File Online: open the selected version in the default web browser. The option appears only if the version was uploaded to the server by the registrar.

Open Local File: open the document in the local drive. This option is available in Foxit PhantomPDF, Foxit Reader, and Foxit MobilePDF for Android & iOS, and will appear only if the current user has previously had the document stored in the local drive.

Request File: send a request to the user who have the version. See also Request a file.

Change Owner: transfer the ownership to another user. All the permissions to the document will also be transferred.

Delete: delete the version you uploaded. This option is available only for the documents under the My Uploaded Documents tab.

      Comment Dashboard: open the REVIEW tab in Document Homepage to view details of all reviews as well as comment activities.

       Stop cReview: end the review of the document.

Viewed Documents contains all the ConnectedPDF documents the user accessed with usage data collection enabled. You can view each document’s name, owner, which version and when the user viewed, open status (whether the user opened the document successfully), and more. Choose a button in the ACTION column for more actions.

My Uploaded Documents shows all the documents uploaded when the user registered a new version, added protection, started a review, and invited others to join a discussion in the Online Comment Board. From the ACTION column the user can choose to view or delete the online copy. Click or tap View all my cloud document to open your Foxit drive in your default web browser.

My Reviewed Document lists all the documents on which you started and joined Connected reviews.

MESSAGE CENTER

You may receive request messages from others, such as the file requests and permission requests. Through the Message Center in your Personal Homepage, you can respond to the requests quickly. The Message Center also records the request messages you sent and the change history of document ownership. In the MESSAGE CENTER tab, choose Received or Sent to view the messages in the four sub-tabs: Document Permission Requests, Document Requests, Document Homepage Permission Requests, and Document Ownership Changes.

Received Messages

Click or tap Received to check the messages you received.

• In the Document Permission Requests and Document Homepage Permission Requests sub-tabs, each request you receive includes the requested file name, requester email, when and what permissions he requested, and the status (whether the request has been approved or not). Click or tap the little eye icon beside the file name to show the text message left by the requester. Put the cursor over or tap the Vertical Three Dots symbol in the ACTION column and choose Approve or Reject to respond to the request by submitting a message in which you can choose whether to send an email and system notification. You can bulk respond by checking the boxes in the SELECT column to select multiple requests.

• In the Document Requests sub-tab, each request you receive includes the requested file name, requester email, when and which version he requested, and the status. Click or tap the little eye icon beside the file name to show the text message left by the requester. Put the cursor over or tap the Vertical Three Dots symbol in the ACTION column and choose Send or Reject to respond to the request by submitting a message in which you can choose whether to send an email and system notification. You can bulk respond by checking the boxes in the SELECT column to select multiple requests.

• In the Document Ownership Changes sub-tab, each record includes: the file name, the previous/current owner’s email, and when the ownership was transferred. If you choose Sent > Document Ownership Changes, the change history lists the documents whose ownership were transferred by you and the current owners; if you choose Received > Document Ownership Changes, the change history lists the documents whose ownership were transferred from others to you and the previous owners.

Sent Messages

Click or tap Sent to check the messages you have sent. Similar to the messages you received, each record includes related items. (See also Received Messages)

If you need a timely reply, click or tap Resend Notice in the ACTION column to send a reminder to the document owner or holder.

Tip: A number appears in the MESSAGE CENTER tab to give you a hint that how many pending messages that you haven’t dealt with yet.