• Annotations are used to add additional information to documents without altering the original document within the ImageNow system.
• Annotations are permissions based.
  • Create
  • Delete
  • Hide
  • Modify
  • View
• Available annotations:
  • Arrow
  • Check mark
  • Highlighter
  • Line
  • Pen
  • Stamp
    • Content needs to be added and can be adjusted if needed.
    • Appearance of the stamp can be adjusted.
    • Signature stamp is used for approving internal documents.
  • Sticky note.
  • Text.

​ImageNow: Annotations​​​

​ImageNow: Perceptive Experience Signature Stamp​​​
​ImageNow: Annotations​​​

• Users will only see the application plans they have permissions to see.
• Application plans predefined the drawer.
  • The list of document types is predefined by the application plan.
  • Application plans can use Access Stout to “scrap” information to the index keys.
• These values store additional information about your documents and enable users to easily filter and retrieve documents stored in Perceptive Content
  • Application plans are used to set the values that are used for easy retrieval of electronic documents.

• ImageNow can automatically set the index values using Field 5.
• ImageNow automatically pulls information using day old data (RDS database (Access Stout/PeopleSoft)).
• We use our standard student records indexing.
  • Specific application plans are designed for this process.
  • Enter the persons, campus ID or empl ID in Field 5.
• Fields that can be automatically populated are:
  • F1 = Empl ID
  • F2 = Last Name, First Name
  • F4 = Program
  • F5 = Campus ID
• Human Resources uses the payroll ID in their automated process.

• Multiple documents are scanned or printed into ImageNow and indexed later.  
• A batch can be indexed individually or the whole batch can be indexed all at once.  

ImageNow: Print Options_Batch settings​​​
​ImageNow: Capture Profile Batch Mode​​​

• Multiple documents can be scanned or printed into ImageNow all at once.
• The documents can be indexed later or by someone other than the originator.
• The group of documents can be indexed to multiple individuals.
• "Batches" listed on the ImageNow tool bar.
  • Batched documents are stored here until indexed for processing or storage.

• Capture Profiles:
  • Printing options when printing documents into ImageNow/Perceptive Content Desktop client.
  • Users can have as many capture profile options they need.
  • Capture profiles are saved locally on computers under the users login.
  • Capture profiles can route the document to a specific workflow queue.
  • Capture profiles are backed up and easily put back in place when needed.

​ImageNow: Capture Profile Forms Workflow​​​
​ImageNow: Capture Profile HR ES Forms​​​
​ImageNow: Capture Profile Card Access​​​
​ImageNow: Capture Profile Batch Mode​​​

• Additional index fields that are searchable.

• Unlimited options.

• Can auto populate with automated indexing.

• Used by multiple departments including but not limited to the following:

  • Admissions

  • Human Resources

• ImageNow:  Documents that are no longer needed, can be routed to:
  • "L_Forms Delete Forms" workflow queue,
  • Use the route anywhere or route forward for this option
• The document will route to the delete queue based on the prefix of the document type
• Most delete queues are set with an automated delete timer
  • and will delete the document from workflow queue after 30 days. 
  • Human Resources documents will automatically delete after 120 days.

ImageNow: Digital Signatures 

• This Digital signature is a legally binding signature and can be used in court.
• Digital Signatures are used on Grants and Purchase orders, but not limited to.
• Only a few people have permission to use this option on campus.
• A password is required when using the electronic/digital signature.
• Once an electronic/digital signature is applied to a document the annotations are grayed out and no longer available.
• This is different from the All Forms Name/Date Signature Stamp.
  • The All Forms Stamp are used for internal approvals.

Technical Definition:  

Electronic/Digital signatures are used with all the legal authority of "wet ink" but without the cumbersome and time-consuming tasks of printing, faxing, mailing and manually validating signed paper.

ImageNow: 

• The values that are needed to find the electronic document later. 
• Document properties are used to:
  • Store
  • Secure
  • Retrieve documents

Technical Definition: 

• Document properties are the values added to the document for retrieval purposes example:
  • Drawer
  • Field 1
  • Field 2
  • Field 3
  • Field 4
  • Field 5
  • Document type
  • Custom properties qualify as document properties also.  

ImageNow: Document Type

Document type tells us what kind of document it is.

Technical Definition: 

• Document type uniquely categorizes a document.
• Permissions can be assigned at the Document Type level as well.
• We use the document type for automated routing, especially in the L_Forms Complete workflow queue.
• Document types begin with the department prefix.

ImageNow: Drawers

• Drawers are where the documents are stored in the electronic file cabinet. 
• Permissions are usually set at the drawer level.

Technical Definition: 

• Drawers provide the first hierarchical level of organization for ImageNow/Perceptive Content documents.
• A drawer is used to separate documents and folders into logical categories.
• Some users think of drawers as individual departments or as a file cabinet drawer.  
• Drawers are created based on permissions – who needs to view/process the documents that live in a specific drawer.

Perceptive Content (ImageNow) email option.

• Permissions are set at the Drawer level for e-mailing documents from ImageNow.
  • E-mail icon will be grayed out if the user doesn't have this permission.
  • Not all departments allow emailing of documents.
• E-mail icon is located on the toolbar at the top of the document.
• See the name of the icons by hoovering over each one.
• Clicking on the the e-mail icon will automatically open Microsoft Outlook.
• Emails options are:
  • PDF attachments.
  • ImageNow Desktop Client Link.
  • Perceptive Experience Link.

ImageNow: Email Documents 

• Folders bundle documents together in groups, similar to a manila folder.
• The Office of Research and Sponsored Programs uses folders for routing grants for approvals.
• Admissions uses folders for their student records.
• When routing folders through workflow.
  • Desktop Client: The routing options are found at the top of the folder, all documents need to be closed in-order to route the folder.
  • Perceptive Experience: Routing options will be at the top of the page, all documents need to be closed in-order to route the folder.

  ImageNow: Routing Folders 

Forms workflow is unique to University of Wisconsin Stout’s campus.

• The L_ Forms drawer is a holding drawer.
• No documents permanently live in L_Forms drawer.
• Once the documents are processed, they are re-indexed into their permanent drawer.

Forms Application plan:   ~L_Forms

• F1 = Last Name, First Name (can be left blank if document isn’t associated to a person)
• F2=User ID (automatically populated)
• F3=Date/Time (automatically populated)
• F4=Subject (for additional information if needed, can be left blank)
• F5=Reservation No (Leave blank, this one is for Dining to use)
• Document type (need to select the correct document type for your document)

Forms Workflow is UW Stout’s campus workflow session.

• UW Stout has 2-Forms workflow sessions
• L_Forms Workflow  (most active users)
• L_Faculty Workflow  (mostly faculty members that only need to access their workflow queue once in a while)
• This affects the route anywhere list.

University of Wisconsin-Stout:  Index Standards for Perceptive Content (ImageNow)

• Date:   yyyy-mm-dd  (ex. 2015-07-01 must show leading zeros)  
• PO Number:   FY#### (ex. 150001 this is a six digit number)  
• Campus ID:  ####### (seven digit number)  
• Employee ID:  ######## (eight digit number)  
• Payroll ID:  ######## (eight digit number)  
• Name:  Last, First (legal name versus preferred name)  
• Course ID:  SUBJECT course# section# (ex. MUSIC 396B 903C) no dashes used  
• Term:  yyyyXXX (ex.  2015FA, 2015WIN, 2015SP, 2015SU)  
• Funding:  ###-#-###### (FUND-PROG-UDDS)  (EX.  102-1-811001)  
• UDDS:  ######  (six digit number) (ex. 811001)

ImageNow-Percetpive Content Linking:   The process that assigns the document keys for document retrieval.

• This process is currently used by a couple of departments on campus.
•  Indexing:
  • Application plans are used during the linking/indexing/scraping process.
  • Defines designated fields that will be used to hold data in order for fast and seamless document retrieval.
• Scraping:
  • Is the process of using Access Stout (also known as PeopleSoft) to populate the fields.
  • This process helps to eliminate human error.
• Auto indexing process:
  • Routing a document through workflow to set the index values of the document.
  • Most common re-indexing work flow queues are:
    • global_reindex_ft5: uses field 5 campus ID.
    • global_reindex_ft5_empl: uses field 5 empl ID.
  • Scripts within the workflow queue will set the Campus ID, Name, and Empl ID.
  • Scripts use the Access Stout database for this process.
• Scraping:
  • Is the process of using Access Stout (also known as PeopleSoft) to populate the fields.
  • This process helps to eliminate human error.
• Re-linking
  • The L_Forms drawer documents will be “re-linked” once they are processed
  • The document will be assigned its permanent index fields.
• Custom Properties
  • An option when more index fields are needed.