The Viewer

The Viewer is where every scanned or imported job lands so you can organise pages, check the text and fields Scanix extracted, and send the work onward. This page explains how the Viewer is laid out and the ideas behind it; the step-by-step actions live in the how-tos it links to.

What the Viewer is

When you scan or import a document — or a whole batch of documents — it opens in the Viewer. The large central canvas shows the current page; a narrow vertical page strip runs down the left edge. The strip is your control surface for the pages of a job: it organises them, shows their health at a glance, and is where you rotate, delete, insert, reorder, and move pages.

Think of the Viewer as the Verify stage of the Scanix workflow — capture and enhancement have already happened, and you are confirming the pages and their extracted fields are right before they are processed and exported. For the bigger picture of where the Viewer sits, see How Scanix works.

The page strip, grouped into documents

Pages are grouped by their source document. Each document is a card showing its first-page thumbnail, its filename, and — for a document with more than one page — a small "N pages" badge and a chevron you click to expand it. A multi-page card is drawn as a little stack of sheets so it reads as a stack at a glance.

This grouping is what lets the strip stay tidy at scale. In a multi-document batch, cards are collapsed by default, so a job of hundreds of documents reads as a neat list of document cards rather than a wall of identical thumbnails. A single-document session is always shown expanded — there is nothing to triage between, so every page stays visible.

• Expand a document by clicking its card; its pages appear nested beneath it, and the canvas jumps to that document's page 1. Click again to collapse.
• Each expanded page tile carries an index / total badge in its top-right corner (for example 2 / 5) so you always know where a page sits within its own document.
• A single-page document has no chevron and no badge — clicking it simply views that page.

If a card briefly reads "Document 1", "Document 2", and so on, that is just a placeholder while the original filename settles after an import — the real name lands a moment later.

The header above the strip gives you a quick sanity-check on the job. Its title reads "Pages" when the session holds a single document and "Documents" when it holds more than one, and the count chip on the right shows either the page count or a documents · pages tally (hover it for the full wording, like "12 documents · 142 pages"). A master checkbox there selects or deselects every page at once.

When to expand a card, how to pick pages, and what each action does are covered in Manage pages.

Field-status dots: knowing what needs a look

Once a document has extracted fields, the Viewer shows you their health in two complementary places, both using the same four-colour language:

On each page — a coloured dot sits at the bottom-right of every thumbnail, and non-valid pages also get a coloured ring, so a page that needs attention stands out even in a collapsed card. A document card rolls this up: its dot shows the worst status among its pages, so a single red or amber document is easy to spot in a long list. Hover any dot for a Fields: <status> tooltip.

Across the whole document — a thin summary strip sits just under the strip header with four counted chips (one per status) and a valid / total tally on the right, such as 9/12. A chip dims when its count is zero, so you can see at a glance whether anything still needs review.

These indicators only appear when the document actually has fields. A free import with no template attached shows no summary strip and no dots — there are no fields to validate. Field health is driven by your template's rules; to fill those fields in the first place, see Run OCR.

The leave guard: your work is never lost silently

While a document is open, leaving the Viewer is guarded. Whether you click the toolbar's back arrow or a top-bar navigation (Settings, Account, or the logo), Scanix routes you through a confirmation instead of navigating away immediately. Which prompt you see depends on whether the open work has been saved yet.

Page management, in brief

Everything you do to the pages themselves happens from the strip. After an import or scan, every page starts selected so you can act on the whole batch immediately; the moment you change the selection by hand, that auto-behaviour steps aside and your selection is yours. Deletes are a soft delete with an Undo toast, so a mistaken removal is easy to walk back.

From the strip you can rotate pages, delete them, insert new pages, drag to reorder, and even move a page from one document into another. Those are procedures rather than concepts, so they live on their own page.

Next steps

Related

• Manage pages — the hands-on guide to the page strip.
• Run OCR — turn the dots green by extracting and validating fields.
• How Scanix works — the capture → enhance → OCR/AI → verify → export model.