Firmex Viewer - View Documents Online

What is the Firmex Viewer?

The Firmex Viewer is an in-browser viewer that enables the review of common document types without the need to install plug-ins or native software applications. The Viewer supports a wide variety of document protection options including a watermark, automatic document expiry, disabling of printing, and the copying of text.

The Firmex Viewer is especially helpful for users with tight security restrictions that prevent them from installing third-party plug-ins, and users using tablets and mobile devices. The Firmex Viewer speeds up the document review process, while keeping your documents secure.

Firmex Viewer Features (PDFs, Word, and Image Files)

1. Preview Pane
   The preview pane displays a preview of the document's pages. Click 'HIDE' to hide the pane.
2. View Controls
   Controls that let you adjust the viewing size of the document. Zoom In and Out, Fit To Page, and view the document in its Full Size. 
   
3. Action Toolbar
   These actions will change depending on a user's permission. The available tools are Redaction, Download, Print, Search, and Explore Folder. 
   Note: If the uploaded document has undergone Optical Character Recognition (OCR) before being uploaded to Firmex, then the contents of the document can be searched using the Firmex Viewer's search toolbar.
4. Document Details Pane
   The document details pane displays information about the document. It also displays version information if applicable. 

Excel Viewer Features

The Firmex Excel viewer allows you to experience Excel spreadsheets in the browser with native-like viewing and navigation features. Supported file types are .xlsx, .xlsm, and .csv*. 

1. Navigate spreadsheets with scroll bars, the mouse wheel, or arrow keys
2. Increase/decrease font size with the zoom bar or use the Ctrl + Mouse Wheel up/down
3. Change tabs
4. View formulas

Note: Watermark is not supported for .csv files. If required, please save .csv files as .xlsx before you upload them. 

To search for specific terms in the spreadsheet:

1. Click on the Search Icon in the top right, or press Ctrl-F (Command-F on Mac)
2. In the Find dialogue window, type the word or phrase you’d like to search for and click the Find Next button
3. You can also choose Find All to list all the results in the current spreadsheet
4. If you’d like to find all the matching terms across all spreadsheets in the file, choose Option and change the Within menu to Workbook 

To freeze rows or columns in the Excel Viewer:

1. Select the cell below the row you’d like to freeze OR select the cell to the right of the column you’d like to freeze
2. Go to the view tab and choose Freeze Panes
3. The rows or columns you’ve selected will now stay in place while you navigate the spreadsheet

To filter rows in the Excel Viewer:

1. Select the column you’d like to filter on 
2. Right-click one of the selected cells and choose Filter
3. Click on the arrow in the top cell to choose what data to filter on
4. You can also right-click a cell and choose filter to only view cells that match the selected cell’s content

Printing

Printing is currently not available in the Excel Viewer, but when save is allowed, you can download the file, and print it from Excel. 

Navigation Shortcut Keys

Related Resources

• Disable the Firmex Viewer
• I don’t see a download button