margin-left: .15in; 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. } Users can utilize document control features either via Perceptive Content, Microsoft Office, or applications that support Web services. If you: work in a Department that would like to use Perceptive Content: Please submit the Perceptive Content Request form. Searching for Student Documents . Perceptive Content features dozens of modules that allow it to interact effectively with specific . } background-color: #FFFAF0; text-align: left; } Documents in a batch should share some key values, either student ID or document type, which are assigned at the beginning so they do not have to be individually assigned for each document. #imst td { 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. 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. Update the Document number and tab off the field. tr.imsteven { Only Global admins can manage or assign permissions to other users in the compliance portal. margin-left: .15in; In addition, your View is customized so that the appearance, name, and width of columns in Perceptive Content Explorer fit your needs. Here, we'll provide a brief overview of what constitutes an AP Approval Process within Perceptive Content. Start now at the Microsoft Purview compliance portal trials hub. color: #000000; If you have set a default authentication method in Two-Step, your identity will be confirmed using that method. The Proposed Keys window should appear. Perceptive Content enables access to documents and folders, as well as tasks and workflows, on mobile devices and web browsers. 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. macOS. font-family:"Trebuchet MS", Arial, Helvetica, sans-serif; Then click Restart to confirm the computer restart. padding: 5px 20px 5px 45px; A "New Document" popup window should appear. .info { margin: auto; Edit the Document Keys and save each additional page. Perceptive Travel Back Issues. You can view the number of matches a SIT or trainable classifier has in Content explorer. margin:5px; Perceptive Content. When you have added all the search conditions click the. Perceptive Content Release Notes 4 Overview Perceptive Content Foundation EP4 contains new features, product and platform enhancements, and . Perceptive Content document imaging consists of the following basic operations: Bringing a document into Perceptive Content is called "capturing." The corresponding data will be updated. padding: 10px; Call the ITS Service Center at 843-349-5000 or submit an ITS helpdesk ticket. Edit the Source and Document Type fields appropriately. 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. text-align: left; top: 0; left: 0; right: 0; bottom: 0; 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. 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. If for some reason the wrong document number was put in, change it and tab off the field again. The Perceptive Content Explorer grid can be customized for the view or filter. it solutions center, located in WH 121. Perceptive Content Fundamentals - Searching in Perceptive Content, p.imst { Here's a list of applicable role groups that are in preview. } 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. margin-left: .5in; list-style: lower-alpha; 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. It can be applied manually, or automatically. li.imst{ } padding-left: .25em; For the Service Center that is. view to expand the search options by. For the linking process, you will need to first be logged into PeopleSoft in Internet Explorer. This will open up the Perceptive Content Viewer. A search type, which allows you create a prompted or variable search. Custom eForms can be developed in Perceptive Content/ImageNow. All Hyland product names are registered or unregistered trademarks of Hyland Software, Inc. or its affiliates in the United States and other countries. {"metadata":{"responseInfo":{"status":200,"developerMessage":"OK","resource":"search"},"resultset":{"count":10369,"limit":1000}},"results": [{"id": 118099,"title . When the batch is processed into individual documents, the keys which do not have shared values are individually assigned the other values. You will be prompted to find and assign a token. background: #ffffff; If you're not an E5 customer, you can try all the premium features in Microsoft Purview for free. A limited subset of the search operator is available in the quick search. 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. ol ol ol ol { font-style: italic; We can click on the documents button on the percent of content toolbar to open our explorer and we'll see the Jones view. Alternately, you can browse for the item by expanding the label type and selecting the label from the list. background: #DBCFC0; 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. 2022 Hyland Software, Inc. and its affiliates. padding: 2px; Still in the Perceptive Content Viewer, choose Workflow > Open in Workflow. padding-bottom:4px; Hear from your Perceptive Content peers about how they've improved their own solutions and the lessons they've learned. 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. 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. margin-left: .25in; .imstcenter { 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. 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. margin: auto; 2016 - 2022 #imst th { Content Explorer Content viewer: Membership in this role group allows you to view the contents of each item in the list. border: 1px solid blue; When your users open Perceptive Content Explorer, they see only the documents and projects to which you have granted them access via a view. When you click one of those buttons it launches the last entry you chose. are already using the desktop client and would like to explore or use Experience: simply sign in to Perceptive Experience to access your materials. 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. font-family:"Calibri", Arial, Helvetica, sans-serif; If the Student ID needs to be changed in the Key Fields change it before Adding it to the workflow. In Perceptive Content Explorer, under Batches, all batches that you have access to on the server are listed. By the end of 2018 The other groups will also be pulling Banner data that way since Banner Forms will no longer work. By clicking here to continue, you acknowledge the previous statement and will be taken to the linked site. There are two kinds of batches, one for many images for a single student, one for a single document type for many students. The Drawer and Document Type list will vary depending on your Capture profile selected. This scanning profile will be unique to your department. font-size: 1.1em; Enter the correct values for the Student ID and First/Middle/Last Name. The data classification list viewer role has been pre-assigned to this role group. You will supply the student ID to the workflow and programs will look up the other student information for you. 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. In Perceptive Content, a view contains just the documents and projects you need to work with. border-radius:4px; From the Perceptive Content Toolbar, select the worklow. A "New Document" popup window should appear. These forms can pre-fill data from HR/Pay and Enroll & Pay to provide consistent, accurate data . Other browsers may be used by Perceptive Content but additional programming efforts are required at additional costs. A popup box will then allow you to browse to the folder containing the documents you want to import. Perceptive Content (formerly known as ImageNow) is the enterprise imaging solution at Duke University. dennis.fling@mnsu.edu, 507-389-1130. user when using Internet Explorer 11 browser Emulation mode. margin-left: 0.5in; A DLP policy can help protect sensitive information, which is defined as a sensitive information type. Double click the Perceptive Content icon on the desktop. Microsoft 365 includes definitions for many common sensitive information types from across many different regions that are ready for you to use. padding: 10px; If you are on 6.7 or 6.6, you will not see this drop down . Select Drawer appropriate for your department. NOTE: The "Name" field in the the search fields drop-down list is the unique internal ID that Perceptive Content assigns to every document. Click Toolbar. h1 { background: #fff6bf url(https://kb.wisc.edu/images/group54/shared/All_alert.png) center no-repeat; Select the starting workflow step for your workflow from the drop-down list. 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. font-size: 85%; c. For documents to be printed: To learn the details of creating views, defining . figcaption { Click the Restart button to restart the computer and finalize the installation. Disclaimer: You are now leaving Hylands CommunityLIVE website and you are selecting a link that will take you to a third party website. } 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. Back in the Perceptive Content Viewer, choose Workflow > Add to Workflow > Relink Document and click the. If you know the name of the label, or the sensitive information type, you can type that into the filter box. Enter the Student ID and First/Middle/Last Name. Under the, Enter the Key field for the form. Choose the department you want to move the documents to from the. } ol ol ol { the Perceptive Content Explorer Window. On the Keyboard tab, in the Category list, select a Workflow. During an upgrade to Perceptive Content 7.0 and higher, all tables are transferred from the DBO schema to the INUSER schema. If the file is a JPG or TIFF image, choose a profile which does single import from disk. (Note: items in dropdown may not be in alphabetical . color:#000000; 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. WebNow, also known as Perceptive Content, will not work with some newer operating system versions and with certain browsers. margin-top: 0.25in; } Please check with your local technical support staff if you do not have this active or if you are not sure. Perceptive Content provide s several annotation tools . To utilize LearnMode searching, you must access your business application. Internet Explorer, and; latest Java plug-in. th.imst { . 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. Hyland helps organizations meet todays challenges through innovative technology, services and cloud-based solutions that support their agility well into the future. padding-right: .25em; 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. See what's in store for your specific industry. Choose the application plan for your department from the. Apple Safari for macOS 10.10 or higher, iOS 8 or higher } In Perceptive Content, a view contains just the documents and projects you need to work with. h4 { } td.imst { You can change the Source and/or Document Type if needed. Within the Perceptive Content Explorer window, the left-hand side will show you the Views pane. The Perceptive Content Login page displays. .boxed { See, Increase classifier accuracy (preview) for more information. Faculty & Staff IT Resources. border-collapse:collapse; Security Resources. Unlock your Perceptive Content solutions full potential. Select a location under All locations and . 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. . font-weight: bold; Using the "Quick Search" tab, enter the student's M-number in the circled box and click "Go." The Perceptive Content Explorer. font-weight: bold; There are roles and role groups in preview that you can test out to fine tune your access controls. For example, when you search on a document key, such as Drawer or Folder, only documents and forms are returned. Learn details about signing up and trial terms. For USB scanners, revision 2.0 is recommended. #imst { Use the left hand pane to scroll down to the KEES Registration Documents drawer and click on it to search within the drawer. 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. To save this search for future use, click the. Learn more about: Explore insights and best practices from industry thought leaders on transformative topics like: At CommunityCENTRAL, the conference exhibit hall, you can interact with your peers and talk to Hyland experts in real-time. Double click on the document to open it up in the workflow. The commands vary . Perceptive Content Foundation EP4 Release (June 2021) 16. Maximize your Perceptive Content solution to adjust to todays evolving business environment with enhanced capabilities across the Hyland platform. The Drawer and Document Type list will vary depending on your department. } A search field specific to the constraint and current view selected. top: 0; left: 0; right: 0; bottom: 0; This approval matrix typically includes the following data: Approval Level. margin-left: .15in; Run a detail report in WebFOCUS such . The scanning profile will be unique for your department and will be single rather than batch. Internet Explorer 11.x for Windows. background-color:#F8F8F8; The rest of the form will update. The Commands list displays the commands available for the selected category, such as Route Forward. padding:15px; } 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. 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. border: 2px solid #b5d4fe; Click the Refresh button (F5) and the selected documents should disappear. By default, Perceptive Content remembers the last entry you chose from the Applications, Documents, and Capture drop-down lists on the Perceptive Content toolbar. Then go to groups, choose your group, and open up the privileges. Media Technologies. margin-left:auto; Perceptive Content is a document imaging, document management, and workflow solution for electronic documents. The document should now appear in the Raider Student Services Documents view under the correct Student ID. display: block; ol { This usually takes less than 5 minutes. Advanced searching in Perceptive Content allows you to search for documents based on a dictionary element in an application plan. On the Perceptive Content toolbar, from the Settings menu, select Options . iv. Click on the appropriate annotation type in the toolbar and click on the document to place the annotation. You can save searches performed, using the Quick Search as a filter. SOU has two Perceptive Content systems, one for production, one for non-production. filter will bring up a search box to enter . border: 0px solid #3D7BAD; } margin-left: .5in; } 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. white-space: pre; pre{ To learn the details of creating views, defining . Compare IBM Watson Explorer and Perceptive Content head-to-head across pricing, user satisfaction, and features, using data from actual users. font-size:1.1em; 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. font-weight: bold; tr.imstodd { This will bring up teh Perceptive Content Explorer. This can be done under the, Once you have routed the document to the next step, the. Perceptive Content is the new name for the software previously called ImageNow. You can also assign either or both of the roles to a custom role group to tailor access to content explorer. To learn more about them, see Permissions in the Microsoft Purview compliance portal. table.imst { This enterprise content management system allows administrative users to capture, process, search and retrieve documents electronically. Student ID or Student Name: Clicking the . 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. Click the Save button to complete the move. font-size: 2.0em; Supervisor IT Resources. registered NewslettersSearchSubscribeCloseAdvanced SearchCoronavirusHealthMind BrainEnvironmentTechnologySpace PhysicsVideoPodcastsOpinionStoreSubscribeCurrent . With Perceptive Content, you can: Convert paper documents to electronic equivalents, eliminating storage needs and reducing paper consumption. At the top of the Properties pane choose the. } In the Perceptive Content Explorer, expand Documents and choose the Department or another view to search. Choose the Field you want to search, and the Operator and Value to search the field by. If you are importing a JPG or TIFF image file, on the Perceptive Content toolbar click on the drop down arrow next to the. 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. Manage and improve your unique business processes with workflows. } } figure.imst { A retention label allows you to define how long a labeled item is kept and the steps to be taken prior to deleting it. Internet Explorer browsers will not work; Still not working? These permissions supercede permissions that are locally assigned to the items, which allows viewing of the content. A search constraint, such as date, a document key, or a custom property. When Exchange or Teams is the selected location, you can search on the full email address of the mailbox, for example user@domainname.com. Update the student ID or Document Type depending on which batch process you are doing. padding: 2px; padding-top:5px; This is for students who are in Banner. background-position: 15px 50%; Double-click on the batch you just imported (click the Refresh toolbar button if you don't see it). 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. background: #F8F8F8; Scroll to select the option you want to open when you click that icon. Scanning directly has fewer steps but requires a special added-cost license which is not needed when loading pre-scanned files. Student ID or Student Name. Use Internet Explorer when accessing Webnow Receiving Emails From ImageNow About Items in My Queue (Perceptive Content) 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: h5 { The ImageNow main menu. 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. Updating the information on our webpages is in process, so the webpages and documentation may reflect either name. 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. The Service Center does not see this step. caption { Enter the applicant's last name in the text box and click Go . This adds a little overhead up front but saves re-entering much of the data which repeats. To learn more, see Permissions in the Microsoft Purview compliance portal. code{ We are here to help! 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. Browse to the folder containing the documents/images you want to import. }, 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. Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support. 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. Wait for the scanner capture to complete, verify the displayed scanned image, and click the. 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. Route Forward moves a document to the next workflow queue in the process sequence. Perceptive Content Client Option 2: From the Perceptive Content Toolbar, click Settings. margin-left: .5in; list-style: upper-alpha; img.imstfloatleft { An example is shown below: Enter the student's current ID. Forms. When you launch the Perceptive Content Client, then enter your . Under the Pereceptive Content Explorer, right click on the document that needs to be updated and select. If you do not want these remembered from the previous capture, choose Settings > Options > Batches from the Perceptive Content toolbar and uncheck "Remember document key values between links". img.imstfloatright { 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. Because a view is a subset of all Perceptive Content . If you're looking to assign the global privileges first like we recommend, you'll want to be in the cross department settings. list-style: lower-roman; Click the target department's Documents view and ensure that the documents were successfully moved. casey.boone@mnsu.edu, 507-389-1125. of Perceptive Content 7.0 and higher, the default database name is INOW and the tables reside in the INUSER schema. An example is shown below: Choose the Document Type from the drop-down list. Other browsers may be used by Perceptive Content but additional programming efforts are required at additional costs. Unfortunately this field cannot be removed from the search fields drop-down list.

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