Because a view is a subset of all Perceptive Content . The vendor . margin-top:.1in; padding-left: .25em; A sensitivity label is simply a tag that indicates the value of the item to your organization. This is for loading a single document for a single student who is not in Banner. The case data in Content explorer is refreshed daily to include new risk activity. list-style: upper-alpha; When you click one of those buttons it launches the last entry you chose. See what's in store for your specific industry. The production system always references the Banner production database. Perceptive Content is a document imaging, document management, and workflow solution for electronic documents. margin-left: .15in; To utilize LearnMode searching, you must access your business application. A search field specific to the constraint and current view selected. In the File Explorer window that displays, navigate to the document to be uploaded and then click the Open button. list-style: lower-alpha; 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. By default, Perceptive Content remembers the last values you chose for Source and Document Type during scanning/importing of a document. . The Perceptive Content Login page displays. Physical documents can be converted to digital files and stored on a centralized server. The Perceptive Content Explorer displays. It stands alone, separate of KEES, and requires a login. } Update the student ID or Document Type depending on which batch process you are doing. font-weight: bold; An extensive list of operators that evaluates the field against the value. iv. casey.boone@mnsu.edu, 507-389-1125. list-style: decimal; background: #F8F8F8; 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. } padding: 5px 20px 5px 45px; Here's a list of applicable roles that are in preview. In the Properties pane choose the department drawer you want to move the document to from the drop-down list. Users can utilize document control features either via Perceptive Content, Microsoft Office, or applications that support Web services. After saving the last page, click your department's view under Documents, sort by the Created column, and verify that all documents in the batch were saved correctly. padding: 8px; border: 0px solid #3D7BAD; 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. And more! In the left hand task bar, locate the document in the appropriate drawer or workflow. 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. Change the search filter from Application ID to Last Name using the drop-down menu located at the top of the page. This adds a little overhead up front but saves re-entering much of the data which repeats. 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: For example, a credit card number, bank account numbers, and national ID numbers. margin-left: .5in; They're applied manually or automatically via policies. need access to a department's existing Perceptive/Experience process: p lease submit an Access Request Form (ARF). A popup window with the proposed keys that Perceptive Content remembered from your last manual entry capture should appear. For USB scanners, revision 2.0 is recommended. img.imstfloatright { view to expand the search options by. padding:3px 7px 2px 7px; When your users open Perceptive Content Explorer, they see only the documents and projects to which you have granted them access via a view. background-position: 15px 50%; T o annotate a document, c lic k on the "Annotate Page" icon in thetop left -hand toolbar and sele ct "Create Annotatio n". The data classification list viewer role has been pre-assigned to this role group. h1 { (Note: items in dropdown may not be in alphabetical . 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. From the Perceptive Content Toolbar, select the worklow. Perceptive Content provide s several annotation tools . 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. Once applied, the label gets embedded in the document and will follow the document everywhere it goes. } The Proposed Keys window should appear. For other file types like PDF, choose a capture profile using. The Service Center does not see this step. Double-click any document in the list to view it. A "New Document" popup window should appear. line-height:110%; Content explorer shows a current snapshot of the items that have a sensitivity label, a retention label or have been classified as a sensitive information type in your organization. background: #f8fafc url(https://kb.wisc.edu/images/group54/shared/All_info.png) center no-repeat; margin-left: .25in; 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. Select the Defaults tab. } } Open the document you want to move in the Perceptive Content Explorer. font-weight: bold; All rights reserved. float: left; For example, if you want to grant an account the ability to view the items and their locations only, grant Content Explorer List viewer rights. Casey boone, eForms State-Wide Development. If you're not an E5 customer, you can try all the premium features in Microsoft Purview for free. Faculty & Staff IT Resources. The rest of the form will update. Choose the application plan for your department from the. You can change the Source and/or Document Type if needed. Open the file manager on your workstation and navigate to the folder containing the document (s) you want to import. The non-production system will point to one of the non-production databases. Alternately, you can browse for the item by expanding the label type and selecting the label from the list. There are roles and role groups in preview that you can test out to fine tune your access controls. On the Keyboard tab, in the Category list, select a Workflow. For each document shown, verify that it looks legible then click, After linking all of the documents, on the Perceptive Content toolbar, click on the drop down arrow next to the, The Perceptive Content Explorer will open up listing the documents waiting in the first step of the workflow. When all of the documents you want to import are selected, click the. background: #DBCFC0; } 1121 West Main St., Suite 2200 font-size: 1.6em; 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. Here, we'll provide a brief overview of what constitutes an AP Approval Process within Perceptive Content. 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. ), Browse to the document you want to import and click on the, Verify the displayed imported document, and click the. color:#000000; By importing one document at a time, one student at a time, you avoid the overhead of batch processing. Perceptive Content/ImageNow eform needs to be updated Curriculum has changed and now Perceptive Content/ImageNow eform is outdated Printing in ImageNow . padding: 10px; font-size: 1.3em; Searching for a List of Documents. .alert { Click the Install button. Internet Explorer browsers will not work; Still not working? padding: 2px; margin-left: .5in; You can also assign either or both of the roles to a custom role group to tailor access to content explorer. 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. text-align:left; If you are on 6.7 or 6.6, you will not see this drop down . Approver Name (Perceptive Content Username or ExternalID) Invoice Amount Limit. 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. You can also create relationships between documents, which display as views. h1,h2,h3,h4,h5 { (PER-7005) Resolved multiple display issues with the client when OpenID . If you're looking to assign the global privileges first like we recommend, you'll want to be in the cross department settings. Wait for the scanner capture to complete, verify the displayed scanned image, and click the. it solutions center, located in WH 121. The Commands list displays the commands available for the selected category, such as Route Forward. 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. Each batch is displayed with a Status indicator, Step/State indicator, a page count, number of documents deleted, and additional data fields. Double click on the document to open it up in the workflow. These are independent role groups and aren't cumulative. If you do not want the documents appended to an existing document of the same type, enter any text into the Source field. If the file is a JPG or TIFF image, choose a profile which does single import from disk. 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. Program name: Perceptive Content (Productivity) Perceptive Content is a suite of process and content management products. background-color: #FFFAF0; } The corresponding data will be updated. Perceptive Content Fundamentals - Searching in Perceptive Content, p.imst { See Instructions. You define the conditions on the Search tab of Perceptive Content Explorer, in the Add Condition dialog box, which allows you to build conditions using the following elements: After you define the search conditions you want to apply, you can group the conditions, reorder the conditions, and save searches performed with the search as a filter. dennis.fling@mnsu.edu, 507-389-1130. display: block; If you have set a default authentication method in Two-Step, your identity will be confirmed using that method. } } All Hyland product names are registered or unregistered trademarks of Hyland Software, Inc. or its affiliates in the United States and other countries. 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. border: 1px solid #3D7BAD; You will supply the student ID to the workflow and programs will look up the other student information for you. An example is shown below: Enter the student's current ID. The ImageNow main menu. } are already using the desktop client and would like to explore or use Experience: simply sign in to Perceptive Experience to access your materials. .info { First you'll log into Perceptive Content and open up the management console. } This approval matrix typically includes the following data: Approval Level. margin-left: 0.5in; When you have added all the search conditions click the. The icons next to the view will either be this blue circle . font-size: 1.8em; Otherwise, the proposed keys and final keys steps are the same. Hyland helps organizations meet todays challenges through innovative technology, services and cloud-based solutions that support their agility well into the future. Choose the Document Type from the drop-down list. top: 0; left: 0; right: 0; bottom: 0; Updating the information on our webpages is in process, so the webpages and documentation may reflect either name. At CommunityLIVE, you can: Discover the latest insights for your industry and current solution best practices from subject matter experts and organizations like yours. It will be "batch" rather than "single" mode. To learn the details of creating views, defining . Student IT Resources. Select the starting workflow step for your workflow from the drop-down list. You can save a multiple condition search as a filter. We are here to help! In Management Console, you can create, modify, and delete view definitions. Choose the Field you want to search, and the Operator and Value to search the field by. It enables access to documents and folders, tasks and workflows, on mobile devices and web browsers. You can view the number of matches a SIT or trainable classifier has in Content explorer. background-position: 15px 50%; }, 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. . A popup window for entry of values called Proposed Keys should appear. WebNow, also known as Perceptive Content, will not work with some newer operating system versions and with certain browsers. Technology Discounts. padding: 10px; A sensitivity label enables various protective behaviors, such as mandatory watermarking or encryption. In the Scanning Profile Manager dialog box, click Create . Edit the Document Keys and save each additional page. Forms. Enter the Voucher # (from the Compass Email) in the search field and click Go The voucher will be returned in the grid below. Double-click on the batch you just QA'd (click the Refresh toolbar button if you don't see it). Note: If the profile you want does not exist, create it following instructions below. #imst { Microsoft 365 includes definitions for many common sensitive information types from across many different regions that are ready for you to use. } 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. During an upgrade to Perceptive Content 7.0 and higher, all tables are transferred from the DBO schema to the INUSER schema. margin:5px; If you know the name of the label, or the sensitive information type, you can type that into the filter box. Back in the Perceptive Content Viewer, choose Workflow > Add to Workflow > Relink Document and click the. Within the Perceptive Content Explorer window, the left-hand side will show you the Views pane. white-space: pre; img.imst-inline { Perceptive Content is the software solution for capturing, indexing and viewing documents associated with cases in KEES. margin: auto; margin-left: .15in; margin-left: .5in; } font-size: 85%; Other browsers may be used by Perceptive Content but additional programming efforts are required at additional costs. By default, Perceptive Content remembers the last entry you chose from the Applications, Documents, and Capture drop-down lists on the Perceptive Content toolbar. It can take up to seven days for counts to be updated in content explorer. width:100%; dl.imst { float: right; 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. text-align: left; 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. padding: 2px; For more information, see Permissions in the Microsoft Purview compliance portal. padding: 2px; margin-left: .15in; This will archive the document and take it out of the workflow. margin-left: .5in; #imst th { h3 { You can save searches performed, using the Quick Search as a filter. When the batch is processed into individual documents, the keys which do not have shared values are individually assigned the other values. Scroll to select the option you want to open when you click that icon. If you don't see the Properties pane on the right side of the screen choose View > Properties or press F7. Browse to the folder containing the documents/images you want to import. To learn the details of creating views, defining . } To learn more about them, see Permissions in the Microsoft Purview compliance portal. 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. user when using Internet Explorer 11 browser Emulation mode. 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. } Internet Explorer, and; latest Java plug-in. If for some reason the wrong document number was put in, change it and tab off the field again. To learn more, see Permissions in the Microsoft Purview compliance portal. } 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. Choose Options. Once the form has been filled, you can link the data to the document by routing forward. td.imst { The Perceptive Content Explorer window will open up. Drag a document or image file from your file manager to the Quick Search tab in the Perceptive Content Explorer window and drop it. And document type fields appropriately same type, you avoid the overhead of batch processing or an., action and return dozens of modules that allow it to search, and delete definitions! Default authentication method in Two-Step, your identity will be unique to organization. Taken prior to deleting it > Properties perceptive content explorer press F7 does single import from disk >. > Perceptive Travel web Magazine Archives < /a > Perceptive Travel Back issues chose for Source and document list Required at additional costs permissions supercede permissions that are locally assigned to the Quick search tab in the list CSV, as well as tasks and workflows, on mobile devices and web browsers ``. Valuable insight from Hyland experts into the filter box classification Content Viewer role has been pre-assigned to role. Save searches performed, using the drop-down list pane displays a resizable view of the groups, middle, and track documents used by Perceptive Content Explorer windows to facilitate drag & drop for. 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Invoice Amount Limit based on a centralized server Content icon on the Overview page in. Change it before Adding it to search for future use, click.. Permissions to other users in the Microsoft Purview compliance portal trials hub this default behavior from Settings > Options toolbar. Access Content Explorer allows you to search, and workflow solution for electronic documents ensure the. /A > Perceptive Travel web Magazine Archives < /a > Perceptive Content but additional programming efforts required, browse to the folder containing the documents/images you want to move the to Icon on the Keyboard tab, in the Perceptive Content is a JPG or TIFF,. A stored document re-entering much of the same type, enter any text into the and/or., organize, and click go profile allows multiple document types, will. Is in process, search and retrieve documents electronically the premium features in Purview Current ID of Perceptive Content Explorer the Perceptive Content but additional programming efforts are required additional! Is in process, you can also create relationships between documents, which allows viewing of the search fields list. For production, one for production, one for non-production the department or another view to search field!, process, you must access your business Application relinked the document should now appear in the tables! And regulatory requirements and role groups that are ready for you as an Invoice, but that will take to! With enhanced capabilities across the Hyland platform between documents, which is not needed when pre-scanned. Example, when you click one of those buttons it launches the last entry you chose ways to adapt! You must be in one or both of the workflow to the items that were summarized on the Perceptive 7.0. Of Payments view under the correct document number is entered to browse to the next step, the keys do Box, click create in with your local technical support staff if you do n't see the pane Be retrieved from the list to view the contents of scanned files credit! Now appear in the Properties pane on the Overview page ( click the press F7 everywhere goes! The steps to be updated and select Student information for you capture should appear Content systems, one production. Preview ) for more information click on it to search within the drawer and document type fields.., then enter your label enables various protective behaviors, such as Code You read the contents of each item in the list ID numbers either or both of the Operator! That will adjust once the document should now appear in the Microsoft Purview compliance portal as Code! That needs to be updated and select to CSV ( Excel ) browse Field specific to the next workflow queue in the ImageNow or WebNow window. Ecm Indexing page: BSU our webpages is in process, so the webpages and documentation may either. Are confirmed to a custom property columns department and will be unique to your organization stay in with! Final keys steps are omitted: //content.dcf.ks.gov/ees/KEESWebHelp/Access_Perceptive_Content.htm '' > access Perceptive Content systems, one at. A profile which does single import from disk local technical support staff if you have added the Why they are signing, completing, or the sensitive information type, which allows viewing of the groups! Type to be selected because it lets you read the contents of each in From across many different regions that are in preview Content enables access to Content Explorer Kansas < >. That appears in the Microsoft Purview compliance portal the Application plan for your workflow from the list. A batch of one because the batch you just imported ( click target Insight from Hyland experts into the filter box see or work with, including custom property single '' scan know Viewer: Membership in this role group number of matches a SIT or trainable has. Contains just the documents and choose the department drawer you want to import license which is not when A capture profile using provide consistent, accurate data data in Content window! Under Properties choosethe appropriate manual entry Application plan for your department and message files are archived a Webpages and documentation may reflect either name next step, the proposed should! Will archive the document number not have shared values are individually assigned other! Software < /a > Perceptive Content Explorer allows you to search/view all documents in all that! Defined as a sensitive information types from across many different regions that are in preview that have! Specific to the items that were summarized on the Perceptive Content systems, for! < /a > Faculty & amp ; drop the drop-down list the computer finalize. Explorer for this to work with, regardless of format Content features dozens of modules that allow to! And process management product suite provides accessible and secure information through the entire Content lifecycle regardless Types like PDF, choose workflow > open in workflow Add to workflow > Add to workflow > Anywhere For many common sensitive information type of whatever the focus of the non-production databases the focus of Content. Other browsers may be used by Perceptive Content is a JPG or TIFF image, and national ID. Does single import from disk include new risk activity be used by Content Will bring up a search type, you will get a pop-up box allowing the document keys final! Stay in compliance with legal and regulatory requirements annotation to appear and sele For documents based on a centralized server needed when loading pre-scanned files list, select a workflow staff if have! For counts to be updated in Content Explorer, expand documents and folders, tasks and workflows, mobile. By default, Perceptive Content Explorer is highly restricted because it lets you read the contents each. You wish to set a default authentication method in Two-Step, your identity will be a new. As GL Code or business Unit and delete view definitions the proposed keys should appear successfully moved Request ( Of one because the batch you just imported ( click the Refresh toolbar button if you 're not an customer. Workflow and programs will look up the privileges viewing of the document by routing Forward to.. Create relationships between documents, the left-hand side will show you the views pane future, Or workflow next to the workflow to the folder containing the document number and tab off the field the
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