FAQ: Header Panel

What is the Header Panel?

The Header Panel in EPV is a fixed toolbar that appears at the top of the EPV interface whenever you open a document. It provides easy access to key features like:

Document Status – Track your document’s progress.
Discipline – Manage color settings linked to your role in the project.
File Name – Quickly identify the document you're working on.
Auto-Save – Ensures changes are automatically saved.
Download, Print, and Share – Convenient tools for managing your documents.

What is Document Status and how does it work?

Document Status allows you to set and track your document’s progress. Available options include:

New (Default)
In Progress
On Hold
Cancelled
Completed

Key Behaviors:

Document Status is user-specific — your status won’t affect other users working on the same document.
The status does not transfer when you share a document.
Users can switch between statuses as many times as they like.

What is the Discipline feature and how does it affect my markups?

The Discipline feature assigns a color to your markups for visual clarity.

Key Behaviors:

If no Discipline is selected, your markup color defaults to red (but can be changed).
If a Discipline is selected, the associated color will automatically apply, and the Color Palette will be disabled.
Hovering over the disabled Color Palette will display a help message explaining why.

How does Auto-Save work in EPV?

Auto-Save ensures your work is automatically saved whenever you make changes.
Auto-Save triggers when:

Adding, editing, or deleting a markup.
Document manipulations such as renaming, adding, or rotating pages.
Periodic saves every 15-20 minutes if the document is idle.
Auto-Save activates when you exit a document to prevent data loss.

Visual Feedback:

A 'Saving...' message appears during the save process.
A 'Saved' confirmation appears once the changes are secure.
If a save fails (e.g., due to a network issue), you’ll see a 'Failed to save. Retrying...' message, and the system will attempt to save again automatically.

What are the key options for Download, Print, and Share?

Download:

Download a document with or without markups.
Displays a progress bar for larger files.

Print:

Default print layout is portrait.
Users can choose to print in grayscale or black & white.
Users can print all pages, a range of pages, or specific pages.

Share documents with up to 10 EPV users at a time.
Users can assign up to 10 disciplines to each user during sharing.
Markup rights are automatically granted during sharing.

How does the Back Button work?

The Back Button allows you to exit the markup window and return to your document list.

Key Behaviors:

Clicking the Back Button triggers an Auto-Save before leaving.
If a document status change is pending, a confirmation prompt asks:

'Do you want to change the doc status before exiting the page?'

Users can choose Yes or No or enable a 'Don’t Show Again' option for future exits.

What are some helpful tips and best practices?

✅ Use the Doc Status feature to track your progress.
✅ If you don’t use the Discipline feature, remember that the default markup color is red, but you can switch it in the Color Palette.
✅ Rely on the Auto-Save feature for seamless progress tracking, especially when managing large documents.
✅ Use the Back Button to safely exit the markup window while ensuring your work is saved.

What should I do if Auto-Save fails?

🔹 If you experience an Auto-Save failure, the system will automatically retry within 3 seconds.
🔹 If your internet connection drops while editing, changes are queued and synced once the connection is restored.
🔹 Use the 'Saved X time ago' message in the Header Panel to confirm your latest changes are secure.