Perceptive Content: Forms Workflow

The Forms Workflow is unique to UW-Stout.

• It is a temporary holding area for documents to be stored, routed, and signed.
• 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 = Username (automatically populated)
• F3 = Date/Time (automatically populated)
• F4 = Subject (for additional information if needed, can be left blank)
• F5 = Reservation # or Payroll ID (Leave blank, this one is for Dining or HR)
• Document Type (you must select the correct document type - it may affect later archiving and routing)