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Perceptive Software ImageNow User Getting Started Guide Page 9 of 31 About ImageNow and WebNow Viewer ImageNow and WebNow Viewers enable you to see the content of your documents. 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. padding: 2px; Enter the applicant's last name in the text box and click Go . background-color:#B00101; The Page pane displays a resizable view of the document you opened. An advanced search which allows you to define multiple conditions to the documents, projects, forms, tasks, or workflow items in the current view and returns the results that satisfy any or all of the defined conditions. 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 The scanning profile will be unique for your department and will be single rather than batch. Media Technologies. Hyland helps organizations meet todays challenges through innovative technology, services and cloud-based solutions that support their agility well into the future. img.imstfloatleft { To change systems from production to non-production or non-production to production, For additional help, please call the Faculty & Staff Help Desk at 552-6900 or email banner@support.sou.edu. This is for loading a single document for a single student who is not in Banner. 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. It can take up to seven days for counts to be updated in content explorer. If the file is a JPG or TIFF image, choose a profile which does single import from disk. In Perceptive Content, a view contains just the documents and projects you need to work with. To export the matching list to CSV (Excel), right-click on one of the displayed records and choose Export Grid. And more! This is like scanning a batch for students in Banner, except it is for students not in Banner so the ID, last name, first name, middle name/initial, and custom fields must all be manually populated. it solutions center, located in WH 121. Physical documents can be converted to digital files and stored on a centralized server. 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. Edit the Document Keys and save each additional page. Click on the Default action for the item you wish to set a default option for. 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. Double-click on the batch you just QA'd (click the Refresh toolbar button if you don't see it). top: 0; left: 0; right: 0; bottom: 0; The ImageNow main menu. border: 2px solid #b5d4fe; When your users open Perceptive Content Explorer, they see only the documents and projects to which you have granted them access via a view. To start creating a new view, on the Perceptive Content toolbar we will click manage, and this will bring up the Perceptive Content management console. Because a view is a subset of all Perceptive Content items that is tailored for you, the view can hide dozens, hundreds, or even thousands of documents that might otherwise clutter your Perceptive Content Explorer window. background: #F8F8F8; font-family:"Calibri", Arial, Helvetica, sans-serif; #imst tr.alt td { 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. The icons next to the view will either be this blue circle . font-size: 1.1em; Hyland is not responsible for the content or availability of this third party website or any linked sites, the data input on this third party linked site or any linked sites nor the transactions undertaken through these third party linked sites. A popup window with the proposed keys should appear. background-color:#F8F8F8; Perceptive Content. img.imstfloatright { Each batch is displayed with a Status indicator, Step/State indicator, a page count, number of documents deleted, and additional data fields. You can view the number of matches a SIT or trainable classifier has in Content explorer. Perceptive Content/ImageNow eform needs to be updated Curriculum has changed and now Perceptive Content/ImageNow eform is outdated Printing in ImageNow . width:100%; border-collapse:collapse; padding-left: .25em; The Service Center defaults as an Invoice, but that will adjust once the Document Number is entered. . Enter the correct values for the Student ID and First/Middle/Last Name. 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). text-align: left; Unlock your Perceptive Content solution's full potential. margin-left: 0.5in; Manage and improve your unique business processes with workflows. background: #ffffff; Double-click any document in the list to view it. Please check with your local technical support staff if you do not have this active or if you are not sure. #imst th { Choose Workflow > Route Anywhere > Raider Student Services Captureand click. h3 { } tr.imstodd { Documents can be captured in Perceptive Content either singly or in batches, and can be either scanned directly or can be first scanned to file, then the files captured. ol ol { Enter the User name and Password. Double-click on the batch you just imported (click the Refresh toolbar button if you don't see it). } display: block; When either SharePoint or OneDrive are selected location, the search tool will appear when you drill down to site names, folders and files. It stands alone, separate of KEES, and requires a login. img.imst-inline { This is the same Name field that appears in the Properties pane of the Content Viewer when you open a stored document. A search constraint, such as date, a document key, or a custom property. In Perceptive Content, a view contains just the documents and projects you need to work with. } background: #f8fafc url(https://kb.wisc.edu/images/group54/shared/All_info.png) center no-repeat; } td.imst { Use Internet Explorer when accessing Webnow Receiving Emails From ImageNow About Items in My Queue (Perceptive Content) border: 1px solid #3D7BAD; The Service Center does not see this step. color:#ffffff; Student ID or Student Name: Clicking the . Employees of Minnesota State University, Mankato can recieve support by contacting IT Solutions. Double click on the document to open it up in the workflow. To learn the details of creating views, defining . Open a Windows Explorer window (not Internet Explorer browser, but a Windows Explorer window that shows your Documents) Copy and paste the following into the address bar of the Windows Explorer Window: code{ font-weight: bold; Double check that all files are saved. padding: 8px; figure.imst { Double-click on the voucher to open it up. 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. The Perceptive Content Explorer displays. } Open the document you want to move in the Perceptive Content Explorer. Update the student ID or Document Type depending on which batch process you are doing. h1 { Click the Refresh button (F5) and the selected documents should disappear. iv. Perceptive Content Explorer; Perceptive Content Viewer; Documents Grid; Program information. #imst td { Use the left hand pane to scroll down to the KEES Registration Documents drawer and click on it to search within the drawer. If you don't see the Properties pane on the right side of the screen choose View > Properties or press F7. If you discover that a document is linked to an incorrect student, follow the steps below for your department to relink the document to the correct student. ol.imst { Security Resources. During an upgrade to Perceptive Content 7.0 and higher, all tables are transferred from the DBO schema to the INUSER schema. Perceptive Content features dozens of modules that allow it to interact effectively with specific . If your Capture Profile allows multiple document types, you will get a pop-up box allowing the document type to be selected. border: 1px solid #3D7BAD; Also, please be aware that the security and privacy policies on these third party linked sites may be different than Hylands policies, so please read all third party privacy and security policies on any linked sites closely. .imstcenter { Route forward in the Workflow to the File Cabenet. Choose Options. Professionals from all industries share knowledge and discover ways to intelligently adapt to a continually evolving business environment. } Back in the Perceptive Content Viewer, choose Workflow > Add to Workflow > Relink Document and click the. The account you use to access content explorer must be in one or both of the role groups. It enables access to documents and folders, tasks and workflows, on mobile devices and web browsers. margin-top: 0.25in; color: #000000; A limited subset of the search operator is available in the quick search. caption { Here's a list of applicable role groups that are in preview. For more information, see Permissions in the Microsoft Purview compliance portal. } Under the Pereceptive Content Explorer, right click on the document that needs to be updated and select. Because a view is a subset of all Perceptive Content . } font-weight: bold; The non-production system will point to one of the non-production databases. The production system always references the Banner production database. There are two roles that grant access to content explorer and it is granted using the Microsoft Purview compliance portal: Content Explorer List viewer: Membership in this role group allows you to see each item and its location in list view. } 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. To utilize LearnMode searching, you must access your business application. Double click on a document to open it. Start now at the Microsoft Purview compliance portal trials hub. If you have set a default authentication method in Two-Step, your identity will be confirmed using that method. First you'll log into Perceptive Content and open up the management console. Otherwise, the proposed keys and final keys steps are the same. Click on the . The Perceptive Content Explorer window will open up. .alert { When doing just one document, single-loading is more efficient than doing a batch of one because the batch steps are omitted. float: left; 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. font-family:"Trebuchet MS", Arial, Helvetica, sans-serif; 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. background-position: 15px 50%; padding-top:5px; Double click the Perceptive Content icon on the desktop. By the end of 2018 The other groups will also be pulling Banner data that way since Banner Forms will no longer work. user when using Internet Explorer 11 browser Emulation mode. You can change the Source and/or Document Type if needed. A "New Document" popup window should appear. Annotations are a set of tools used to annotate, add mark up to, a document in Perceptive Content. font-size: 85%; To learn more about them, see Permissions in the Microsoft Purview compliance portal. The commands vary . . Call the ITS Service Center at 843-349-5000 or submit an ITS helpdesk ticket. } This will archive the document and take it out of the workflow. Select Drawer appropriate for your department. When the batch is processed into individual documents, the keys which do not have shared values are individually assigned the other values. margin-left: .15in; Single document load works best when doing just one document or when consecutive documents are for different students and are of different types such that batch (common, shared) values must be overwritten for every document. text-align: left; However, if needed and you have the appropriate user permissions, you can move documents to a different department's drawer/view. registered NewslettersSearchSubscribeCloseAdvanced SearchCoronavirusHealthMind BrainEnvironmentTechnologySpace PhysicsVideoPodcastsOpinionStoreSubscribeCurrent . A sensitivity label is simply a tag that indicates the value of the item to your organization. ol ol ol { } A popup box will then allow you to browse to the folder containing the documents you want to import. border:1px solid #B19B7D; } Internet Explorer browsers will not work; Still not working? Graduation Application; AP Invoices; Graduate Studies Application; Perceptive Content HOME; . Edit the Source and Document Type fields appropriately. When using Perceptive Content to interact with PeopleSoft, or another web-based system, Internet Explorer is the only browser supported by SISS at this time. Run a detail report in WebFOCUS such . These forms can pre-fill data from HR/Pay and Enroll & Pay to provide consistent, accurate data . text-align:left; Then click Restart to confirm the computer restart. A Global admin, can assign the necessary Content Explorer List Viewer, and Content Explorer Content Viewer role group membership. Any permissions that have been granted to the ImageNow tables, are lost during the transfer. margin-left: .5in; The rest of the form will update. Perceptive Content Troubleshooting Tips perceptive content. The corresponding data will be updated. If you are importing a JPG or TIFF image file, on the Perceptive Content toolbar click on the drop down arrow next to the. These permissions supercede permissions that are locally assigned to the items, which allows viewing of the content. Document creation and editing. } h1,h2,h3,h4,h5 { Searching for a List of Documents. An example is shown below: Enter the student's current ID. list-style: upper-alpha; In Bed With the Seal Team in Iceland by Rachel Dickinson A month-long painting retreat in the countryside of Iceland turns into bedridden time with a rah-rah military action show when a cabinmate spreads a virus. macOS. The Drawer and Document Type list will vary depending on your department. background-color: #FFFAF0; table.imst { Updating the information on our webpages is in process, so the webpages and documentation may reflect either name. In the Perceptive Content Explorer, expand Documents and choose the Department or another view to search. This is for students who are in Banner. img.imst { To learn more, see Permissions in the Microsoft Purview compliance portal. } float: right; 1121 West Main St., Suite 2200 Click on the appropriate annotation type in the toolbar and click on the document to place the annotation. h5 { margin-left: .15in; Custom eForms can be developed in Perceptive Content/ImageNow. border: 0px solid #3D7BAD; border-collapse:collapse; Faculty & Staff IT Resources. (Note: items in dropdown may not be in alphabetical . For the Service Center that is. Wait a few moments while the software installs. } filter will bring up a search box to enter . In Perceptive Content Explorer, you can perform searches for documents, projects, tasks, and workflow items using a simple search interface or a complex, multiple-condition interface called Views. margin-left: .5in; 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. Perceptive Content (formerly known as ImageNow) is the enterprise imaging solution at Duke University. With Perceptive Content, you can: Convert paper documents to electronic equivalents, eliminating storage needs and reducing paper consumption. A sensitivity label enables various protective behaviors, such as mandatory watermarking or encryption. If you do not want the documents appended to an existing document of the same type, enter any text into the Source field. Perceptive Content is the software solution for capturing, indexing and viewing documents associated with cases in KEES. } } Resize the file manager and Perceptive Content Explorer windows to facilitate drag & drop. To save this search for future use, click the. Once logged in, access the ECM Indexing page: BSU . Perceptive Travel Back Issues. padding: 5px 20px 5px 45px; See, Increase classifier accuracy (preview) for more information. Perceptive Content enables access to documents and folders, as well as tasks and workflows, on mobile devices and web browsers. See what's in store for your specific industry. Scroll to select the option you want to open when you click that icon. This suite includes features such as: Version control (ability to save and review previous versions of a file, review status on current version) Check-in/check-out. Other browsers may be used by Perceptive Content but additional programming efforts are required at additional costs. The scope of the search tool is what is displaying in the All locations pane and what you can search on varies depending on the selected location. In the left hand task bar, locate the document in the appropriate drawer or workflow. You can also assign either or both of the roles to a custom role group to tailor access to content explorer. font-size: 1.8em; This approval matrix typically includes the following data: Approval Level. In the File Explorer window that displays, navigate to the document to be uploaded and then click the Open button. font-style: italic; } Only Global admins can manage or assign permissions to other users in the compliance portal. By importing one document at a time, one student at a time, you avoid the overhead of batch processing. Using the "Quick Search" tab, enter the student's M-number in the circled box and click "Go." The Perceptive Content Explorer. c. For documents to be printed: dt.imst{ Select the starting workflow step for your workflow from the drop-down list. Browse to the folder containing the documents/images you want to import. When you drill down into a location, such as an Exchange or Teams folder, or a SharePoint or OneDrive site, the Filter tool appears. In the Pereceptive Content Explorer, open the document from one of the Business Services Accounts Payable views and verify that it is linked to the wrong document number. Scanning directly has fewer steps but requires a special added-cost license which is not needed when loading pre-scanned files. Enter the Voucher # (from the Compass Email) in the search field and click Go The voucher will be returned in the grid below. #imst { Alternately, you can browse for the item by expanding the label type and selecting the label from the list. Access to content explorer is highly restricted because it lets you read the contents of scanned files. A search field specific to the constraint and current view selected. Compare IBM Watson Explorer and Perceptive Content head-to-head across pricing, user satisfaction, and features, using data from actual users. The data classification content viewer role has been pre-assigned to this role group. Perceptive Content provide s several annotation tools . This can be done under the, Once you have routed the document to the next step, the. border: 3px solid #DBCFC0; . When you click one of those buttons it launches the last entry you chose. Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support. } If you're not an E5 customer, you can try all the premium features in Microsoft Purview for free. } This is more efficient for a very small number of students or documents, or where consecutive documents are dissimilar, neither for the same student nor the same type of document. For other file types like PDF, choose a capture profile using. 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. border: 2px solid #ffd324; In the Perceptive Content Options dialog box, in the left pane, click Capture . 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. Enter the Student ID and First/Middle/Last Name. It trades a little bit of overhead up front setting up the common values for reduced data entry later because the shared values are already assigned. You can save a multiple condition search as a filter. In Management Console, you can create, modify, and delete view definitions. padding-right: .25em; border: 1px solid blue; Other browsers may be used by Perceptive Content but additional programming efforts are required at additional costs. margin-top: .1in; margin: auto; Reasons provide users with pre-set descriptions that they can select to indicate why they are signing, completing, or returning a task. The document should now appear in the Raider Student Services Documents view under the correct Student ID. Sensitivity labels must be enabled for files that are in SharePoint and OneDrive in order for the corresponding data to surface in the data classification page. This will bring up teh Perceptive Content Explorer. Click the target department's Documents view and ensure that the documents were successfully moved. h4 { The Perceptive Content Explorer grid can be customized for the view or filter. } 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. casey.boone@mnsu.edu, 507-389-1125. Update the Document number and tab off the field. When your users open Perceptive Content Explorer, they see only the documents and projects to which you have granted them access via a view. You can see the entry it will launch by hovering over the button. Approver Name (Perceptive Content Username or ExternalID) Invoice Amount Limit. Perceptive Content Foundation EP4 Release (June 2021) 16. When Exchange or Teams is the selected location, you can search on the full email address of the mailbox, for example user@domainname.com. Forms. Here's a list of applicable roles that are in preview. margin-left: .25in; When using Perceptive Content to interact with PeopleSoft, or another web-based system, Google Chrome is the only browser supported by SISS at this time. padding:3px 7px 2px 7px; Perceptive Content Client Option 2: From the Perceptive Content Toolbar, click Settings. Views display only the columns you need to see or work with, including custom property columns. } You can also provide feedback on whether an item is actually a match or not using the Match, Not a Match feedback mechanism and use that feedback to tune your classifiers. By default, Perceptive Content remembers the last values you chose for Source and Document Type during scanning/importing of a document. Wait a moment while the computer restarts. You can also create relationships between documents, which display as views. In the Perceptive Content Explorer, click the. There are roles and role groups in preview that you can test out to fine tune your access controls. Alternately, you can browse for the item by expanding the label type and selecting the label from the list. Drag a document or image file from your file manager to the Quick Search tab in the Perceptive Content Explorer window and drop it. In Perceptive Content, a view contains just the documents and projects you need to work with. There are two kinds of batches, one for many images for a single student, one for a single document type for many students. font-size: 1.6em; Choose the Document Type from the drop-down list, and enter the optional Source field if you want to separate this document from other documents of the same type. Learn details about signing up and trial terms. For the linking process, you will need to first be logged into PeopleSoft in Internet Explorer. ol { Internet Explorer, and; latest Java plug-in. Resize the file manager and Perceptive Content Explorer windows to facilitate drag & drop. Copyright 2021 The Board of Regents of the University of Wisconsin System, Imaging Imaging System Experience Perceptive Content perceptive content Searching ecm ecms enterprise content management imaging imagenow perceptive, ECMS - Perceptive Content Fundamentals - Content Processing - Linking, ECMS - Perceptive Content Fundamentals - Recycle Bin. Under select department, depending on your implementation, you may have multiple departments, but we're going to use the default one. Select the Defaults tab. This usually takes less than 5 minutes. 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. Membership in these role groups does not allow you to view the list of items in content explorer or to view the contents of the items in content explorer. h2 { A quick search applies a single condition to the documents, projects, forms, tasks, or workflow items in the current view and returns the results that satisfy that condition. The vendor . To learn the details of creating views, defining . list-style: lower-alpha; margin-bottom; 0.25in; Maximize your Perceptive Content solution to adjust to todays evolving business environment with enhanced capabilities across the Hyland platform. Double-click on the batch you just imported (click the Refresh toolbar button if you don't see it). padding: 2px; You may also want to add Notes about why you relinked the document. margin-left: 0.25in; } In Perceptive Content Explorer, under Batches, all batches that you have access to on the server are listed. For licensing requirements, see Information Protection: Data Classification Analytics: Overview Content & Activity Explorer. padding-bottom:4px; li.imst{ Click Toolbar. need access to a department's existing Perceptive/Experience process: p lease submit an Access Request Form (ARF). At CommunityLIVE, you can: Gain valuable insight from Hyland experts into the latest product enhancements, strategies and training. The Drawer and Document Type list will vary depending on your department. Once applied, the label gets embedded in the document and will follow the document everywhere it goes. A reason list is a set . The document should now appear in the Business Services Application of Payments view under the correct Document Number. A "New Document" popup window should appear. Searching for Nauru Tourism on a Troubled Tiny Island by Brandi Mueller A scuba diver catches an island-hopper flight in the South Pacific . ITSolutionsCenter@mnsu.edu, 507-389-6654. dennis fling, State-Wide ImageNow System Manager. margin-left: .15in; When you have added all the search conditions click the. Durham, NC 27701Phone: (919) 684-1206Fax: (919) 684-1269Email:siss-operations@duke.edu, "toggle " + jQuery(this).prev().text() + " sub nav", Perceptive Content Technical Specifications v7.7, Perceptive Content Mac Setup Instructions, Perceptive Content (ImageNow) Workstations. The Proposed Keys window should appear. Under the, Enter the Key field for the form. From the, Choose the Document Type from the drop-down list, and enter the optional Source field if you want to separate this document from other documents of the same type. Southern Oregon University, Importing Electronic Documents using a Perceptive Content Form, Relinking a document to a different student, Moving documents to a different department, Importing Electronic Documents using a Perceptive Content Form to Pull Banner Data, Relinking a Document to a Different Student, Relinking a Document to a Different Document Number, Moving Documents to a Different Department. Open the file manager on your workstation and navigate to the folder containing the document (s) you want to import. WebNow, also known as Perceptive Content, will not work with some newer operating system versions and with certain browsers. The options in the property list vary depending on the view selected in the Views pane of Perceptive Content Explorer, and the set of operators and the method for selecting the value vary with the selection you make in the property list.

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