perceptive content explorer

The search evaluates the conditions in the order in which you define them. } img.imstfloatleft { ), Browse to the document you want to import and click on the, Verify the displayed imported document, and click the. If you want that same account to also be able to view the contents of the items in the list, grant Content Explorer Content viewer rights as well. margin-left: .5in; Documents in a batch should share some key values, either student ID or document type, which are assigned at the beginning so they do not have to be individually assigned for each document. Update the document keys and custom properties, as necessary, in the preview of the uploaded document that appears in a Perceptive Content Viewer v. Click the Save icon once all updates are complete. Click the Restart button to restart the computer and finalize the installation. Perceptive.guide.Site is running on IP address 217.21.76.127, host name 217.21.76.127 ( Australia) ping response time 18ms Good ping.. Last updated on 2022/06/22 Perceptive Content/ImageNow enables schools and departments to reduce their paper-based forms and workflows and replace them with cost-saving custom electronic forms and workflows. margin-left: .5in; text-align: left; A reason list is a set . font-size: 1.6em; Perceptive Content is the new name for the software previously called ImageNow. Security Resources. The commands vary . border-radius:4px; Select a location under All locations and . You define the condition on the Quick Search tab of Perceptive Content Explorer, which includes the property list, operator list, and value box, and the Go button, shown below. For USB scanners, revision 2.0 is recommended. } } font-weight: bold; padding: 10px; Wait for the scanner capture to complete, verify the displayed scanned image, and click the. It can take up to seven days for counts to be updated in content explorer. Custom eForms can be developed in Perceptive Content/ImageNow. To export the matching list to CSV (Excel), right-click on one of the displayed records and choose Export Grid. For the Service Center that is. } Casey boone, eForms State-Wide Development. padding-bottom:4px; By default, Perceptive Content remembers the last values you chose for Source and Document Type during scanning/importing of a document. } On the Perceptive Content toolbar, from the Settings menu, select Options . Attend dedicated Perceptive Content sessions, Gain valuable insight from Hyland experts into the latest product enhancements, strategies and training, Hear from your Perceptive Content peers about how theyve improved their own solutions and the lessons theyve learned, Hyland RPA for simple, low-code process automation and integrations, Content Composer for streamlined customer communications management (CCM), Enterprise Search for finding information across various locations and repositories, Brainware for intelligent capture, data extraction and validation, ShareBase for sharing and collaborating with stakeholders inside and outside your organization, Trends impacting content services strategy, Elevating experiences for all stakeholders. The data classification list viewer role has been pre-assigned to this role group. color: #000000; Perceptive Content does not currently support operating the client on Macs, however Duke has tested and verified that the Perceptive Content client will work with a parallel operating system. } In the Properties pane choose the department drawer you want to move the document to from the drop-down list. text-align: left; The Service Center does not see this step. It will be "batch" rather than "single" mode. If for some reason the wrong document number was put in, change it and tab off the field again. } Batch loading of documents is done when there are many documents for one student or when there are documents of the same single type for many students. It enables access to documents and folders, tasks and workflows, on mobile devices and web browsers. list-style: lower-alpha; In Perceptive Content Explorer, under Batches, all batches that you have access to on the server are listed. When the batch is processed into individual documents, the keys which do not have shared values are individually assigned the other values. display: block; Use the 90-day Purview solutions trial to explore how robust Purview capabilities can help your organization manage data security and compliance needs. When your users open Perceptive Content Explorer, they see only the documents and projects to which you have granted them access via a view. } } Internet Explorer browsers will not work; Still not working? Continue with the steps below for your department, Select the Profile you wish to connect to, Fill out the New Connection Profile with the values from the Modify Connection Profiles dialogs below. Updating the information on our webpages is in process, so the webpages and documentation may reflect either name. Hyland helps organizations meet todays challenges through innovative technology, services and cloud-based solutions that support their agility well into the future. In Management Console, you can create, modify, and delete view definitions. Document creation and editing. . Update the Document number and tab off the field. padding-right: .25em; The document should now appear in the Raider Student Services Documents view under the correct Student ID. On the Keyboard tab, in the Category list, select a Workflow. Enter the User name and Password. In addition, your View is customized so that the appearance, name, and width of columns in Perceptive Content Explorer fit your needs. Then click Restart to confirm the computer restart. code{ Select Drawer appropriate for your department. That script is currently advertised to our Test deployments as package: Perceptive Content EP4 Update Server Info (NT100B84) - shows up in Software Center as "Perceptive Content EP4 Update Server Info - Perceptive Content EP4 Config Files" - it runs a simple Powershell script to detect if the imagenow.ini file contains the old server "perpd.its . Linking is the process of assigning keys to documents and then routing the document to the next part of the process. Perceptive Content Fundamentals - Searching in Perceptive Content, p.imst { If you're not an E5 customer, you can try all the premium features in Microsoft Purview for free. Click on the Default action for the item you wish to set a default option for. You can also create relationships between documents, which display as views. During an upgrade to Perceptive Content 7.0 and higher, all tables are transferred from the DBO schema to the INUSER schema. Searching for Student Documents . list-style: lower-roman; border: 2px solid #ffd324; The Business Services Service Center is the first group to have their document imaging Workflow use a Perceptive Content Form to pull Banner data correlatng to the document they loaded. A popup window for entry of values called Proposed Keys should appear. } In the File Explorer window that displays, navigate to the document to be uploaded and then click the Open button. Use Internet Explorer when accessing Webnow Receiving Emails From ImageNow About Items in My Queue (Perceptive Content) If you do not want these remembered from the previous capture, choose Settings > Options > Batches from the Perceptive Content toolbar and uncheck "Remember document key values between links". Note: If the profile you want does not exist, create it following instructions below. Open the document you want to move in the Perceptive Content Explorer. } A Global admin, can assign the necessary Content Explorer List Viewer, and Content Explorer Content Viewer role group membership. . margin-left: .5in; A search constraint, such as date, a document key, or a custom property. . Routing the workflow forward will update the Document Key and Custom Properties. margin-right:auto; Unlike application plan views in the Views pane of Content Explorer that return all documents associated with the application plan, LearnMode type searching allows you to limit the results of your search to specific document keys or other dictionary field defined in the associated application plan. You can also assign either or both of the roles to a custom role group to tailor access to content explorer. If you do not want the document appended to an existing document of the same type, enter any text into the Source field. Perceptive Content is a full enterprise content management and workflow suite used to handle various content types such as documents and put them in the proper context of an organization's process or need. it solutions center, located in WH 121. c. For documents to be printed: width:100%; Perceptive Content (formerly ImageNow) Perceptive Content (formerly ImageNow) is a full enterprise content management (ECM) and workflow suite used to handle all content types and put them in the proper context of an organization's process or need. Learn details about signing up and trial terms. padding: 2px; C lick on the page where you would like the annotation to appear and then sele ctthe type ofannotatio n you want toadd. } Click the target department's Documents view and ensure that the documents were successfully moved. #imst { See Instructions. Microsoft 365 includes definitions for many common sensitive information types from across many different regions that are ready for you to use. If you are importing a batch containing multiple document types, pick any of the document types; you will edit the document type for each page of the batch in the Link step below. Double click on the first one, The document will open up in the workflow with the form available for you to enter the document ID. border:1px solid #B19B7D; A popup box will then allow you to browse to the folder containing the documents you want to import. Enter appropriate keys: if you are scanning many documents for one person then enter the student's ID, or if you are entering a batch of same documents for many students, enter the document type, but not both. In the Pereceptive Content Explorer, open the document from the Raider Student Services - All Documents view and verify that it is linked to the wrong student. ol ol ol { padding: 10px; The corresponding data will be updated. margin: auto; The rest of the form will update. Unfortunately this field cannot be removed from the search fields drop-down list. list-style: upper-alpha; margin-left: .15in; This can be done under the, Once you have routed the document to the next step, the. For the linking process, you will need to first be logged into PeopleSoft in Internet Explorer. You must enter the ID, last name, first name, and middle name/initial, and any custom data items relevant for the document that you wish to have values for. Choose the application plan for your department from the. Double click on a document to open it. Internet Explorer, and; latest Java plug-in. A search type, which allows you create a prompted or variable search. Select the documents you want to move in Preceptive Content Explorer (use SHIFT+Click to select a range, CTL+Click to select additional individual documents). } color:#000000; This is the same Name field that appears in the Properties pane of the Content Viewer when you open a stored document. Perceptive Content provide s several annotation tools . Because a view is a subset of all Perceptive Content . WebNow is the university's document imaging system, which can be used to upload and store documents as electronic files in a secure online environment. border-collapse:collapse; Task Reason Lists. .info { CommunityLIVE empowers valuable connections and inspires new insights into your organizations digital transformation journey. Enter the ID for the student whose documents you want to view in the Quick Search tab, or choose another key field and match condition from the drop-down lists. view to expand the search options by. margin-left: .15in; the Perceptive Content Explorer Window. margin: auto; Searching for Nauru Tourism on a Troubled Tiny Island by Brandi Mueller A scuba diver catches an island-hopper flight in the South Pacific . The viewer appears when you double-click a document in the ImageNow or WebNow Explorer window. For additional information please refer to: We have not tested and cannot verify if the Scanner and scanner software will work with the Mac set-up. At CommunityLIVE, you can: Discover the latest insights for your industry and current solution best practices from subject matter experts and organizations like yours. A "New Document" popup window should appear. (Name will be retrieved from the Banner database when you Save in step 9. Once the form has been filled, you can link the data to the document by routing forward. By importing one document at a time, one student at a time, you avoid the overhead of batch processing. If you discover that a document is linked to an incorrect document number (invoice, purchase order or journal voucher), follow the steps below to relink the document to the correct document number. ul.imst { Perceptive Content enables access to documents and folders, as well as tasks and workflows, on mobile devices and web browsers. } list-style: decimal; } A "New Document" popup window should appear. } To learn the details of creating views, defining . For scanning, the Perceptive Content client machine must be either USB compatible or able to accept a SCSI expansion card based upon the interface of your scanner. Click Toolbar. Select the Defaults tab. Searching for a List of Documents. This enterprise content management system allows administrative users to capture, process, search and retrieve documents electronically. If you know the name of the label, or the sensitive information type, you can type that into the filter box.

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