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Perceptive Content: Perceptive Experience Folders

This document will show how to process folders in Perceptive Experience.
  • If your workflow queue appears empty.
    • Click on the Search button in the upper right of the screen.
    • This will populate your workflow queue.
  • Log into Perceptive Experience and choose Workflow.
    • Navigate to your workflow queue.
    • Folder indexing is a little different than regular documents.
  • Routing a Folder
    • All documents within the folder need to be closed in order for the routing options to be available.


  • The folder will open and you will see one or more documents listed within the folder.
  • The transmittal form is usually the document that needs a signature.
  • Double click to open the transmittal form.
Transmittal Form
  • You will use the signature stamp to add your approval signature.
  • Then click on the name of the folder in the left pane to close the document.
Signature Stamp
  • When finished with the documents.
  • Click on the name of the grant/folder to close the document.
Grant or Folder
  • Please click the routing option to route to the next signer.
  • .Routing options are found at the top of the page in both.
    • Perceptive Desktop Client
    • Perceptive Experience
  • The routing option will list your route forward options first
  • Then at the bottom of the list you will find the route anywhere option.
  • Routing to the next signer.
  • You can find them in your Route Forward or Route Anywhere list.
  • Then click OK.
  • The folder will disappear and route with all of the documents at once.
  • If the next signer isn't listed in either list,
  • isn't in either list or you are the last signer then use route anywhere and choose L_1Forms Complete.

KeywordsFolders Projects Routing Grants Routing Contracts Can't see routing options formally known as Projects Research Services where are the routing options can't route document no routing options Image Now Image ImageNow Stout ImageStout Perceptive Content Perceptive Software   Doc ID93815
OwnerCody G.GroupUW Stout
Created2019-08-13 08:53:51Updated2023-11-29 17:01:50
SitesUW Stout
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