Change tool preferences

You can customize the tools that appear in the toolbar, Annotations menu and image viewer context menu. This allows you to quickly access tools you use frequently.

Customizing tools involves two steps:

1. Create templates that define the tools assigned to the toolbar, Annotations menu and image viewer context menu.
2. Select the tool templates you want to use when working in OptosAdvance.

Note
If you access Settings while viewing a study, select Back to Viewer to return to the image viewing area.

Step 1: Add a template

1. Select Settings.
2. Under Preferences, select Mouse, Keyboard and Tools.
3. Select the Templates tab.
4. Select Add. You can also select an existing template, then select Clone.

   The Mouse, Keyboard and Tools Template Editor opens. Customizable areas are underlined and are highlighted when you hover over them. Click (or tap) a customizable area to edit it.

5. Enter the following information, then select Save. The template is added to the Templates tab.

Template Info

1. Enter a name for the template.
2. Select Tools template.
3. Enter a description for the template.

Template Rules Definition

a) Customize the placement of the tools in the toolbar.

Note that tools must be placed in a group. The tools in a group will be placed beside each other in the toolbar. To add a new group, select Add Group below the Fixed Controls or Scrolling Controls box.

To add or rearrange tools in the toolbar, drag a tool or a group of tools to the Fixed Controls or Scrolling Controls box.

• Fixed Controls contains tools that will also be visible on the left side of the toolbar and will not scroll. Note that if you have too many fixed controls, you may not be able to see all of the tools if your browser window size is reduced.
• Scrolling Controls contains tools that will scroll if there is not enough room to display all of the tools at once.

To remove a tool from the toolbar, drag the tool to the Unassigned Controls box.

 

b) Customize the annotations tools.

• To rearrange the annotation tools, drag a tool to a new position in the Active Annotations box.
• To remove an annotation tool, drag the tool to the Available Annotations box.
• To add an annotation tools, drag the tool to the Active Annotations box.

 

c) Customize the image viewer context menu. This menu appears when you right-click (or touch and hold) an image.

• To rearrange the menu items, drag a menu item to a new position in the Context Menu Items box.
• To remove an item from the menu, drag the item to the Unused Menu Items box.
• To add an item to the menu, drag the item to the Context Menu Items box.
• To add a submenu, select Add Submenu. Enter a name and select OK. Drag the submenu from the Unused Menu Items box to the Context Menu Items box. You can now drag other menu items into the submenu list.
• To delete a submenu, right-click (or touch and hold) the submenu, then select OK.
• To add a separator line, select Add Separator. Drag the separator from the Unused Menu Items box to the Context Menu Items box.
• To remove a separate line, drag the line to the Unused Menu Items box.

Edit or delete templates

1. On the Templates tab, select a template.
2. Select Edit. Modify the details, then select Save.
   or
   Select Delete.

Step 2: Select a tool template to use in OptosAdvance

Create definitions that specify the tool templates you want to use in OptosAdvance for different devices.

1. Select the Definition tab.
2. Select Add. You can also select an existing definition, then select Clone.

   The Mouse, Keyboard and Tools Template Editor opens. Customizable areas are underlined and are highlighted when you hover over them. Click (or tap) a customizable area to edit it.

3. Enter the following information, then select Save. The definition is added to the Definition tab and is enabled by default, meaning it will be applied to OptosAdvance. To disable the definition, deselect the Enabled checkbox.

Protocol Info

1. Enter a name.
2. Select whether this is a System, Group or User protocol. A system protocol will be applied to all users of OptosAdvance. A group protocol will only be applied to the group you specify (enter the group name). A user protocol will only be applied to the type of user you specify (enter Admin, User, or Guest).
3. Select Tools.

Tools

1. Select which devices this toolbar configuration applies to.
2. Select <pick> and select a tools template.

Edit or delete definitions

1. On the Definition tab, select a template.
2. Select Edit. Modify the details, then select Save.
   or
   Select Delete.