The update of Perceptive Content to Experience Pack 1 (EP1) also marked the end of Webnow and the move to a new way to access documents through the web called Perceptive Experience. This new experience includes many great features that vastly improve this method of accessing documents from within the Perceptive Content system.
Overview
How do I access Perceptive Experience?
NOTE: You must be either on a TSTC campus or connected via VPN to access Perceptive Experience.
Log in to Perceptive Experience
Alternatively, you can access Perceptive Experience by logging in to the TSTC Portal and selecting "Imagenow" under the Applications menu. Your credentials for Perceptive Experience will be the same as you use to log into Portal and/or the existing Perceptive Content system. Below is a screenshot of the login page you should reach when clicking either the link in Portal or the direct link above.
Once logged in, the main window for Perceptive Experience will appear. Your options available here will vary based on your access within the system. For instance, if you do not have access to any workflow processes, you will not have the workflow option.
What will Perceptive Experience allow me to do?
The following functions are available in Perceptive Experience:
- Access from all browsers - Perceptive Experience doesn't rely on Java and is no longer tied to being used only in Internet Explorer. Use your preferred browser.
- Search for and retrieve existing documents in document views and workflows
- Process documents through workflows
- Annotate/stamp documents
- Manually edit document keys
What can I NOT do within Perceptive Experience?
The following functions are not available or possible within Perceptive Experience web client and must be performed within the desktop client:
- Capturing documents via scanning or printing and adding pages to existing documents is not currently available
- Batches will not be accessible
- LearnMode linking from Colleague is not supported.
Functions Within Perceptive Experience
Searching for Documents and Viewing Documents
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Log into Perceptive Experience
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On the main page, select the Documents tab which will bring you to the Document View/Search area.
- In this page, you will see a list of document views/searches you have access to on the left. You can click the title of a view to open it on the right hand side of the viewer or click the arrow to the left hand side of the view title to expand it and access additional filters.
- Click on a filter to select it. If the filter is set to prompt for input, it will prompt for a search query. Enter the desired query and press OK or the Enter key
- The results of the search appear. You can click on any column heading to sort by that column. From here, you can click on any document to open it.
- With a document open, you can view and click on its pages on the left and view any document keys and custom properties on the right. You can also see elements such as annotations that have been applied to documents. From this screen, you can also manually change document key values if you have permission to do so and save any changes by pressing the Save button on the top toolbar.
- You can also use the toolbars at the top and bottom of the page to manipulate the document (save changes, add annotations, zoom in/out, export to PDF, print, etc).
Processing Documents in Workflows
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Log into Perceptive Experience and select the Workflow tab from the main page. This will take you to the Workflow page where all workflow queues you have access to will be listed on the left hand side. Click a queue title to access that queue, or click the arrow to the left of the queue name to access subqueues then click a subqueue name to open it.
- The documents in that queue will load automatically to the right of the queue list. You can click on any column heading to sort by that column. Click a document to access it.
- When you open a document, the pages in the document will appear to the left. The document keys appear on the right and can be edited. The top toolbar has options to alllow you to manipulate the document, such as to save changes, route it forward or backward where applicable, and add annotations. Mousing over a button will reveal its function.
