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Perceptive Content: Viewing and Searching for Documents

This article will demonstrate how to search for and view documents in Perceptive Content (desktop application) and Perceptive Experience (web application).

1. Start by clicking Documents on your Perceptive Content toolbar or Perceptive Experience home page.



2. The Perceptive Content Explorer window will open and the Views pane is located on the left side of the window.

3. In the Views pane, click on the plus sign next to "Documents". This will reveal all of the different search options you have permissions to use. Clicking the plus and minus signs will show or hide different filters, giving you control over how much you see at one time. 

4. Each search option has a unique name that tells you about the documents it is programmed to search for. Each search option searches through a different drawer or group of drawers.

  • Names are often formatted like this: L_Department Form/Drawer
  • "L" denotes UW-Stout. The Perceptive Content server is used jointly with UW-River Falls.
  • "Department" is the initials or abbreviation of the department where the documents live.
  • "Form/Drawer" describe the search, either for a specific form or a broad search of one or more drawers.

A picture illustrating the naming scheme of search options. L_AC Change of Major indicates a search for Change of Major forms. L_Acct All Drawers indicates a search using all Accounting Office Drawers

5. All users have access to the All Documents search options. These were created to allow users to conduct broad searches relatively quickly. The four All Documents search options are:

6. Click the plus sign next to a search option to show the filters. Filters are specific search parameters we have created to make it easier for you to conduct searches quickly. Most filters allow you to enter one or more search terms. Search terms can be anything, but commonly folks use Stout usernames, last names, or campus IDs depending on what they are searching for. There are many types of filters, but some examples are:

  • Contains: You provide a word or phrase and it will search document keys to see whether they contain your search term. 
  • Created by you: This will return a list of documents that were printed in to the system by you (does not include web forms).
  • Creator, Date: Allows you to provide a username and a specific date range. It will return results that were created by the person you specify within the date range you provided.
  • Is Equal To: You provide a word or phrase and it will search for document keys to see whether one matches (or is equal to) your search term. 

7. You can run your own custom searches using the search bar above the document display panel. Quick Search allows you to enter your search term, choose a search operator (e.g. contains, starts with, is equal to), and pick which document key field you want to include in the search (e.g. DocType, Drawer, Campus ID, or all document keys). 

8. Click on the Search tab next to Quick Search. This area allows you to conduct more advanced searches and include multiple conditions, logic statements, and search a variety of properties. Click the green plus button to add a condition and the green Go button to run your search.

9. Once you have run your search, you can open and view your document by finding it in the list and double clicking on it. 

For information on customizing your document window and making annotations after you have opened a document, please check out the following related articles:

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KeywordsImage Now ImageNow Web Now WebNow Perceptive Content Image Stout ImageStout move between documents and workflow queues without going back to the toolbar to do so go between documents and workflow queues views searching workflow view searching workflow Perceptive Experience view documents filter   Doc ID74691
OwnerCody G.GroupUW Stout
Created2017-07-20 11:43:18Updated2024-02-16 10:31:43
SitesUW Stout
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