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Perceptive Content: Document History (HR Docs)

Document properties will show the routing history of a document. Document properties provide information about who and when the document was reviewed or processed.

  • This document is geared towards the HR hiring documents
    • The principle is the same for all documents
    • There is more than one way to get to the properties/history of a document
  • Siblings
    • Siblings happen when a document is routed simultaneously to multiple people for approvals
    • All signers can see the signature stamps as they are applied
    • Currently used with the hiring documents, but not limited to.

Opening the Properties

Example Image on the left (below)
  • Left click on the document to highlight
  • Then right click on the document to get this menu
  • Click Properties
Example Image on the Right (below)
  • Open the document
  • Click on more listed under the properties pane
  • Both options open the same properties screen


The document properties default dialog box appears

  • Next to Workflow, click the plus sign
  • On the Tab menu, click Details

  • This document has been routed to multiple signers simultaneously
  • The workflow opens to see where the document is
  • The details screen shows the location of each sibling
  • Waiting for Sibling means the document has been signed/processed and waiting for the rest to be signed/processed
  • The document will automatically move to the next queue once all of the siblings have been processed


  • Next to Workflow, click the "plus" sign The document is in the approval process
  • Waiting for everyone to add signature approvals
  • Moving the scroll bar in the lower left corner to the right
  • Gives a clearer picture of which approvals are not complete
  • The box on the lower left, shows the queue names

  • This shows the second setup of the simultaneous routing after all of the approvals are completed.
  • The document is currently located:
    • Send out Contract
    • HR Benefits
    • Payroll
  • Lower left box shows the queues the document is in.

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KeywordsDocument ImageNow Properties multiple copies of the same document in workflow checking properties document history workflow history WebNow Image Now Perceptive Content ImageStout Image Stout ES forms hiring forms where is my document can't find my document HR hiring forms   Doc ID53879
OwnerCody G.GroupUW Stout
Created2015-07-14 08:12:50Updated2024-01-16 14:14:11
SitesUW Stout
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