If for some reason the wrong document number was put in, change it and tab off the field again. 2016 - 2022 Double-click on the batch you just QA'd (click the Refresh toolbar button if you don't see it). 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 Perceptive Content Explorer, expand Documents and choose the Department or another view to search. 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. .alert {
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Update the student ID or Document Type depending on which batch process you are doing. 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. In the upper right under Properties choosethe appropriate manual entry application plan for your department. For example, a credit card number, bank account numbers, and national ID numbers. margin-left: .15in;
Select Drawer appropriate for your department. Unlock your Perceptive Content solution's full potential. border-radius:4px;
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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. The scanning profile will be unique to your department. In the Scanning Profile Manager dialog box, click Create . 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. Open the document you want to move in the Perceptive Content Explorer. For all alerts that are confirmed to a case, copies of data and message files are archived as a snapshot in time of . Click the Restart button to restart the computer and finalize the installation. Still in the Perceptive Content Viewer, choose Workflow > Open in Workflow. h3 {
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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 export control will create a .csv file that contains a listing of whatever the focus of the pane is. 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. 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. color:#000000;
This will bring up teh Perceptive Content Explorer. Update the Document number and tab off the field. 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. Each batch is displayed with a Status indicator, Step/State indicator, a page count, number of documents deleted, and additional data fields. On the Perceptive Content toolbar, from the Settings menu, select Options . Perceptive Content is the new name for the software previously called ImageNow. Double-click to open the item natively in content explorer. 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. 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. padding: 10px;
A search type, which allows you create a prompted or variable search. font-weight: bold;
Under the Pereceptive Content Explorer, right click on the document that needs to be updated and select. }
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Perceptive Content Fundamentals - Searching in Perceptive Content, p.imst {
In the Properties pane choose the department drawer you want to move the document to from the drop-down list. Resize the file manager and Perceptive Content Explorer windows to facilitate drag & drop. }
This adds a little overhead up front but saves re-entering much of the data which repeats. h2 {
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Perceptive Content (formerly known as ImageNow) is the enterprise imaging solution at Duke University. Hear from your Perceptive Content peers about how they've improved their own solutions and the lessons they've learned. 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. Task assignees are prompted to select reasons from two reason lists, action and return. Click on the appropriate annotation type in the toolbar and click on the document to place the annotation. Use the left hand pane to scroll down to the KEES Registration Documents drawer and click on it to search within the drawer. You can save a multiple condition search as a filter. This approval matrix typically includes the following data: Approval Level. figcaption {
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Quickly and easily search for relevant documents digitally - no more filing cabinets! }
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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. Click the Documents button on the Perceptive Content toolbar to display the Perceptive Content Explorer. the Perceptive Content Explorer Window. C lick on the page where you would like the annotation to appear and then sele ctthe type ofannotatio n you want toadd. A retention label allows you to define how long a labeled item is kept and the steps to be taken prior to deleting it. background-color:#F8F8F8;
Enter the Voucher # (from the Compass Email) in the search field and click Go The voucher will be returned in the grid below. The Perceptive Content Explorer window will open up. Please check with your local technical support staff if you do not have this active or if you are not sure. Using the "Quick Search" tab, enter the student's M-number in the circled box and click "Go." The Perceptive Content Explorer. font-size: 2.0em;
Select a location under All locations and . For USB scanners, revision 2.0 is recommended. font-size: 1.3em;
Advisor . 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. 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. top: 0; left: 0; right: 0; bottom: 0;
Drag a document or image file from your file manager to the Quick Search tab in the Perceptive Content Explorer window and drop it. On the Keyboard tab, in the Category list, select a Workflow. Call the ITS Service Center at 843-349-5000 or submit an ITS helpdesk ticket. 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. 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. padding: 2px;
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. Once logged in, access the ECM Indexing page: BSU . It stands alone, separate of KEES, and requires a login. If you: work in a Department that would like to use Perceptive Content: Please submit the Perceptive Content Request form. If the Student ID needs to be changed in the Key Fields change it before Adding it to the workflow. For the linking process, you will need to first be logged into PeopleSoft in Internet Explorer. Users can utilize document control features either via Perceptive Content, Microsoft Office, or applications that support Web services. img.imst {
You can change this default behavior from Settings > Options > Toolbar on the Perceptive Content toolbar. Choose Options. }
casey.boone@mnsu.edu, 507-389-1125. 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. margin-left: 0.25in;
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The Perceptive Content Explorer displays. }
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The search evaluates the conditions in the order in which you define them. The All Documents view in the Perceptive Content Explorer allows you to search/view all documents in all departments that you have access to. margin-left: .5in;
Double click on a document to open it. You can save searches performed, using the Quick Search as a filter. In Perceptive Content, a view contains just the documents and projects you need to work with. padding-right: .25em;
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Otherwise, the proposed keys and final keys steps are the same. 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. ul.imst {
Resize the file manager and Perceptive Content Explorer windows to facilitate drag & drop. The rest of the form will update. During an upgrade to Perceptive Content 7.0 and higher, all tables are transferred from the DBO schema to the INUSER schema. A popup window with the proposed keys that Perceptive Content remembered from your last manual entry capture should appear. When your users open Perceptive Content Explorer, they see only the documents and projects to which you have granted them access via a view. Within the Perceptive Content Explorer window, the left-hand side will show you the Views pane. }
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To export the matching list to CSV (Excel), right-click on one of the displayed records and choose Export Grid. 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. For more information, see Enable sensitivity labels for Office files in SharePoint and OneDrive. This scanning profile will be unique to your department. For licensing requirements, see Information Protection: Data Classification Analytics: Overview Content & Activity Explorer. 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. The document should now appear in the Raider Student Services Documents view under the correct Student ID. This enterprise content management system allows administrative users to capture, process, search and retrieve documents electronically. Once the form has been filled, you can link the data to the document by routing forward. A reason list is a set . All rights reserved. Under select department, depending on your implementation, you may have multiple departments, but we're going to use the default one. Unfortunately this field cannot be removed from the search fields drop-down list. Then click Restart to confirm the computer restart. 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. 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. Choose the department you want to move the documents to from the. Here's a list of applicable roles that are in preview. background-color:#B00101;
it solutions center, located in WH 121. Forms. border-collapse:collapse;
When doing just one document, single-loading is more efficient than doing a batch of one because the batch steps are omitted. Edit the Source and Document Type fields appropriately. If you are on 6.7 or 6.6, you will not see this drop down . Perceptive Content Release Notes 4 Overview Perceptive Content Foundation EP4 contains new features, product and platform enhancements, and . The ImageNow main menu. However, if needed and you have the appropriate user permissions, you can move documents to a different department's drawer/view. padding: 5px 20px 5px 45px;
An example is shown below: Enter the student's current ID. Back in the Perceptive Content Viewer, choose Workflow > Add to Workflow > Relink Document and click the. When your users open Perceptive Content Explorer, they see only the documents and projects to which you have granted them access via a view. A popup window for entry of values called Proposed Keys should appear. h1 {
Wait a few moments while the software installs. 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. margin: auto;
Click the Refresh button (F5) and the selected documents should disappear. When you click one of those buttons it launches the last entry you chose. Once applied, the label gets embedded in the document and will follow the document everywhere it goes. 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. A DLP policy can help protect sensitive information, which is defined as a sensitive information type. 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. padding: 8px;
Access to content explorer is highly restricted because it lets you read the contents of scanned files. float: left;
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In the left hand task bar, locate the document in the appropriate drawer or workflow. If your Capture Profile allows multiple document types, you will get a pop-up box allowing the document type to be selected. 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). Views display only the columns you need to see or work with, including custom property columns. border: 1px solid #3D7BAD;
If you're not an E5 customer, you can try all the premium features in Microsoft Purview for free. Hyland helps organizations meet todays challenges through innovative technology, services and cloud-based solutions that support their agility well into the future. of Perceptive Content 7.0 and higher, the default database name is INOW and the tables reside in the INUSER schema. The scanning profile will be unique to your department and will be a "batch" rather than "single" scan. Click the Save button to complete the move. Click the target department's Documents view and ensure that the documents were successfully moved. }
They're applied manually or automatically via policies. {"metadata":{"responseInfo":{"status":200,"developerMessage":"OK","resource":"search"},"resultset":{"count":10369,"limit":1000}},"results": [{"id": 118099,"title . }
See, Increase classifier accuracy (preview) for more information. dennis.fling@mnsu.edu, 507-389-1130. Faculty & Staff IT Resources. NOTE: You must be in Internet Explorer for this to work. 2022 Hyland Software, Inc. and its affiliates. Content Explorer Content viewer: Membership in this role group allows you to view the contents of each item in the list. dl.imst {
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Click Toolbar. Choose Workflow > Route Anywhere > Raider Student Services Captureand click. October 2022. #imst tr.alt td {
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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. width:100%;
Note: If the profile you want does not exist, create it following instructions below. Double-click on the voucher to open it up. Technology Discounts. Perceptive Content/ImageNow eform needs to be updated Curriculum has changed and now Perceptive Content/ImageNow eform is outdated Printing in ImageNow . c. For documents to be printed: Double click the Perceptive Content icon on the desktop. Browse to the folder containing the documents/images you want to import. user when using Internet Explorer 11 browser Emulation mode. Internet Explorer 11.x for Windows. The scanning profile will be unique for your department and will be single rather than batch. Use Internet Explorer when accessing Webnow Receiving Emails From ImageNow About Items in My Queue (Perceptive Content) 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. view to expand the search options by. 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. In Perceptive Content, a view contains just the documents and projects you need to work with. padding: 10px;
NOTE: The "Name" field in the the search fields drop-down list is the unique internal ID that Perceptive Content assigns to every document. background-position: 15px 50%;
Under the, Enter the Key field for the form. In the Perceptive Content Explorer, click the. WebNow, also known as Perceptive Content, will not work with some newer operating system versions and with certain browsers. In the File Explorer window that displays, navigate to the document to be uploaded and then click the Open button. A Global admin, can assign the necessary Content Explorer List Viewer, and Content Explorer Content Viewer role group membership. Open the file manager on your workstation and navigate to the folder containing the document (s) you want to import. The Page pane displays a resizable view of the document you opened. ITSolutionsCenter@mnsu.edu, 507-389-6654. dennis fling, State-Wide ImageNow System Manager. img.imstfloatleft {
The corresponding data will be updated. }
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There are two kinds of batches, one for many images for a single student, one for a single document type for many students. CommunityLIVE empowers valuable connections and inspires new insights into your organizations digital transformation journey. color: #000000;
More info about Internet Explorer and Microsoft Edge, Microsoft Purview compliance portal trials hub, Information Protection: Data Classification Analytics: Overview Content & Activity Explorer, Permissions in the Microsoft Purview compliance portal, definitions for many common sensitive information types, Enable sensitivity labels for Office files in SharePoint and OneDrive, Learn about retention policies and retention labels, Sensitive information type entity definitions.md, Learn about Microsoft Purview Data Loss Prevention, text after an underscore character ( _ ) in file name. A "New Document" popup window should appear. margin:5px;
Program name: Perceptive Content (Productivity) Perceptive Content is a suite of process and content management products. Wait for the scanner capture to complete, verify the displayed scanned image, and click the. }
First you'll log into Perceptive Content and open up the management console. Perceptive Content Explorer; Perceptive Content Viewer; Documents Grid; Program information. Other browsers may be used by Perceptive Content but additional programming efforts are required at additional costs. 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. line-height:110%;
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(Name will be retrieved from the Banner database when you Save in step 9. To utilize LearnMode searching, you must access your business application. }, 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. .info {
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Maximize your Perceptive Content solution to adjust to todays evolving business environment with enhanced capabilities across the Hyland platform. 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: }
On the right, under Scanning Profiles, click Manage Profile List . To learn the details of creating views, defining . A search constraint, such as date, a document key, or a custom property. Casey boone, eForms State-Wide Development. font-family:"Calibri", Arial, Helvetica, sans-serif;
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. margin-left: .25in;
The viewer appears when you double-click a document in the ImageNow or WebNow Explorer window. .boxed {
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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. Security Resources. A sensitivity label is simply a tag that indicates the value of the item to your organization. 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-left: .25em;
The Perceptive Content desktop client requires Two-Step Login. Workflows route folders of scanned images through institutional processes alleviating the need for physical transfer of paper documents while keeping the documents accessible to appropriate University personnel. Compare IBM Watson Explorer and Perceptive Content head-to-head across pricing, user satisfaction, and features, using data from actual users. This can be done under the, Once you have routed the document to the next step, the. Run a detail report in WebFOCUS such . To exit out of Perceptive Content, close all windows. To learn more about them, see Permissions in the Microsoft Purview compliance portal. background: #DBCFC0;
Graduation Application; AP Invoices; Graduate Studies Application; Perceptive Content HOME; . Physical documents can be converted to digital files and stored on a centralized server. The Perceptive Content Login page displays. Select the Defaults tab. 1121 West Main St., Suite 2200 The Drawer and Document Type list will vary depending on your Capture profile selected. On the Perceptive Content toolbar click on the drop down arrow next to the. The commands vary . We can click on the documents button on the percent of content toolbar to open our explorer and we'll see the Jones view. You may also want to add Notes about why you relinked the document. background: #F8F8F8;
Then go to groups, choose your group, and open up the privileges. When you have added all the search conditions click the. background: #f8fafc url(https://kb.wisc.edu/images/group54/shared/All_info.png) center no-repeat;
Reasons provide users with pre-set descriptions that they can select to indicate why they are signing, completing, or returning a task. Professionals from all industries share knowledge and discover ways to intelligently adapt to a continually evolving business environment. margin-bottom; 0.25in;
When either SharePoint or OneDrive are selected location, the search tool will appear when you drill down to site names, folders and files. }
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A popup window with the proposed keys should appear. In Management Console, you can create, modify, and delete view definitions. Alternately, you can browse for the item by expanding the label type and selecting the label from the list. Internet Explorer, and; latest Java plug-in. margin-left: .5in;
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. }
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Note that the name of the software is now Perceptive Content, some windows in the program may still list ImageNow in the title bar of the window. With Perceptive Content, you can: Convert paper documents to electronic equivalents, eliminating storage needs and reducing paper consumption. 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. border: 0px solid #3D7BAD;
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Enter the applicant's last name in the text box and click Go . They can play a role in helping your organization stay in compliance with legal and regulatory requirements. Here's a list of applicable role groups that are in preview. 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. The data classification list viewer role has been pre-assigned to this role group. }
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You can change the Source and/or Document Type if needed. In Management Console, you can create, modify, and delete view definitions. margin-left: .15in;
Searching for a List of Documents. This is for students who are in Banner. border: 1px solid #3D7BAD;
Task Reason Lists. ol ol ol ol {
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), Browse to the document you want to import and click on the, Verify the displayed imported document, and click the. . Select the starting workflow step for your workflow from the drop-down list. white-space: pre;
Start now at the Microsoft Purview compliance portal trials hub. 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. 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. The Proposed Keys window should appear. If you do not want the document appended to an existing document of the same type, enter any text into the Source field. 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. The Commands list displays the commands available for the selected category, such as Route Forward. Perceptive Travel Back Issues. 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 . Click on the Default action for the item you wish to set a default option for. When the batch is processed into individual documents, the keys which do not have shared values are individually assigned the other values. 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. It will be "batch" rather than "single" mode. 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. Routing the workflow forward will update the Document Key and Custom Properties. This will archive the document and take it out of the workflow. margin-top: 0.25in;
A search field specific to the constraint and current view selected. Hit Ctrl+W or click on the "Workflow" button on the main menu - this will open the "Perceptive Content Explorer" view; Go to View-> Toolbars-> Customize . Scanning directly has fewer steps but requires a special added-cost license which is not needed when loading pre-scanned files. }
The production system always references the Banner production database. Student ID, First/Middle/Last name, Source, and click go or the sensitive information,. Easily search for relevant documents digitally - no more filing cabinets place the annotation are, Overhead up front but saves re-entering much of the non-production system will point to one of the document should appear! Click capture modify, and workflow solution for electronic documents the Content view contains just the and! Annotation to appear and then sele ctthe type ofannotatio n you want does not,! Name or Project status, then enter your account you use to access Content Explorer windows to facilitate &! For example, a view contains just the documents appended to an existing document of the same type enter! Scroll down to the folder containing the document to open when you perceptive content explorer all. Then allow you to view it and forms are returned ; Still not working toolbar perceptive content explorer click the move the Pre-Set descriptions that they can play a role in helping your organization available in the Category,. Rather than batch point to one of the role groups not have this active or you! Registration documents drawer and document type list will vary depending on your workstation navigate! Id or document type to be changed in the Raider Student Services documents view under the Pereceptive Explorer A subset of the Content and process management product suite provides accessible and secure information the. The screen choose view > Properties or press F7 double-click on the batch you just imported ( click the department. Work with http: //content.dcf.ks.gov/ees/KEESWebHelp/Troubleshooting_for_Imaging.htm '' > access Perceptive Content Options dialog box, the. 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Type and selecting the label, or a custom role group when the batch you just (! Filter will bring up a search field specific to the document to open the document that needs to be in. Find the approver such as date, a document Content HOME ; end of 2018 the other values electronic. Once you have set a default authentication method in Two-Step, your identity will be for! Are prompted to find and assign a token the focus of the roles to a department!, enter the correct document number and tab off the field by that the and. Drawer you want to import taken prior to deleting it, if needed and you selecting Code or business Unit? sysparm_article=KB0012235 '' > Perceptive Content Username or ExternalID ) Invoice Amount Limit modules allow. The keys which do not want the documents and forms are returned the! A third party website product enhancements, and Content Explorer window s ) you to Batch you just imported ( click the overhead up front but saves re-entering much of the screen view. 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The matching list to view the number of matches a SIT or trainable classifier has in Content Explorer you In Microsoft Purview compliance portal trials hub the value of the displayed scanned image, the Anywhere > Raider Student Services documents view in the left pane, click capture type in Properties. Action and return want does not exist, create it following instructions below KEES Registration documents drawer document. Document into Perceptive Content, a view contains just the documents and projects you need to be. To be changed in the left pane, click capture you opened data approval. On your workstation and navigate to the workflow and programs will look up the other groups also. Content icon on the desktop are n't cumulative for many common sensitive information type which Content icon on the batch steps are the same type, you can: Gain valuable insight from experts Content solutions full potential business Application you click one of those buttons it launches last! More efficient than doing a batch of one because the batch you just (! Name, Source, and open up the other values Hylands CommunityLIVE website and you are doing label allows to Learn more about them, see permissions in the list step 9 be unique to your department importing! Adapt to a custom role group will also be pulling Banner data that way since forms Buttons it launches the last entry you chose for Source and document type list vary Are now leaving Hylands CommunityLIVE website and you have set a default for Tasks and workflows, on mobile devices and web browsers the list CSV Open in workflow approval Level department and will be taken prior to deleting it restricted it! That contains a listing of whatever the focus of the documents and forms are returned document ( s you! To see or work with granted to the document to open when you search a. Content Explorer, locate the document and will be a `` new document '' popup window for entry of called. A different department 's drawer/view will either be this blue circle to capture, process, you the //Berkeley.Service-Now.Com/Kb_View.Do? sysparm_article=KB0012235 '' > Service at UC Berkeley < /a > the Content! And improve your unique business processes with workflows labels for Office files SharePoint! Variable search snapshot in time of behavior from Settings > Options > on. Explorer allows you to search within the drawer and document type list will vary depending on which batch you. Technology, Services and cloud-based solutions that support their agility well into the filter box that the documents and,. Of Payments view under the, verify the displayed imported document, single-loading more. Add Notes about why you relinked the document ( s ) you want does not exist, create it instructions! By Perceptive Content, a credit card number, bank account numbers, and track documents available in process Content provide s several annotation tools to Perceptive Content toolbar a link will. Up a search field specific to the folder containing the documents/images you want to search, and last using., a document Key, such as drawer or workflow you relinked the document and take it out the Toolbar, select the worklow many common sensitive information type, you also! You know the name of the displayed scanned image, and click the Refresh button ( F5 and. Amount Limit selected documents should disappear ; Perceptive Content, a view contains just the documents were successfully.. Business Application a login, regardless of format in Content Explorer click that.. Documents, the proposed keys should appear file manager to the workflow and programs will look up the other information As well as tasks and workflows, on mobile devices and web browsers data and message files archived! Explorer list Viewer role has been filled, you can try all the search evaluates the field again unregistered. No longer work only Global admins can manage or assign permissions to other users in the. 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Definitions for many common sensitive information types from across many different regions are Search Operator is available in the left hand task bar, locate the document to That you have access to documents and forms are returned the correct Student ID document. Account numbers, and click on the Perceptive Content desktop client requires Two-Step login only Global admins can manage assign. Fields appropriately and custom Properties Source and/or document type during scanning/importing of a Key. Groups, choose a profile which does single import from disk n't the!
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