ImageStout: Quick Reference Sheet

Quick Reference to some of the most popular problems/questions.

Quick Reference Sheet

Preparing for New Faculty or Staff – A department guidePreparing for new faculty and staff, a department's guide for technology resources
New Faculty and Staff Technology Orientation:  New Faculty and Staff Technology Orientation
Requesting new software (for faculty and staff)Requesting new software (for faculty and staff)

ImageNow Client vs. WebNow Client vs. Perceptive Experience

ImageNow client can be used on all Windows PC’s, Academic staff as well as support staff, ImageNow client isn’t supported for Macs
WebNow client is only supported for Internet Explorer.  Safari has stopped supporting the Java plugin, which is needed for WebNow to work.
Perceptive Experience – works on all browsers ease of signing documents.  Perceptive Experience can be used on mobile devices after VPN has been turned on.  ImageStout: Perceptive Experience Workflow
  • Perceptive Experience URL:  https://experience.uwstout.edu
  • This version of Perceptive Experience is not intended to view or process "folders".  If a folder is in workflow the workflow queue will appear empty in Perceptive Experience

ImageNow Links to KB articles:  http://www.uwstout.edu/lit/ECM/How-To.cfm
UW Stout Knowledgebase is a great resource for many services on campus:  https://kb.uwstout.edu/
Route Forward Lists: To update your route forward list or request your route forward list, please put in a HelpDesk Ticket:  https://kb.uwstout.edu/ then choose the Create Ticket (Log in)

Logging in

Full UW Stout email address is required for the username because UW River Falls is using our ImageNow Server and this tells the server which database to use.

ImageNow Client/WebNow/Perceptive Experience

  • ImageNow –Finding the ImageNow client on windows computer?  ImageNow: Finding the Desktop Client
  • UW Stout’s Enterprise Content Management System has many names on campus (use the name you are comfortable with)  ImageNow
    • ImageNow = ImageNow Desktop Client
    • ImageStout = ImageNow Desktop Client
    • Perceptive Content = ImageNow Desktop Client 
    • WebNow (supported browsers Internet Explorer/Safari)   https://imagenow.uwstout.edu/webnow/ 
    • Perceptive Experience (new workflow option)  https://experience.uwstout.edu

Moving between Documents and Workflow queues

Viewing documents in documents, workflow or folders without going back to the ImageNow Toolbar each time:  ImageStout - Viewing documents without going back to the ImageNow Toobar

Printing into ImageNow

Views (Searching for Documents)

All Documents Search

Use only if all other searches have failed.

L_Frequent Searches Academic or ADA’s or Business Managers (replaces all document search option)

  • Created by
  • Created date
  • Created date (doc type)
  • Frequent Search – Is Equal To
  • Frequent Search – Contains
  • Frequent Search – Ends with
  • Frequent Search – Starts with
Webforms (aka – fly away forms)  73076

  • Webforms can easily be found here.  The newest form will be listed at the top.  To activate the search, choose the document type and then choose Go

What are webforms?:  ImageStout - WebForms

Activate the Thumbnails pane:  ImageStout - Thumbnails (How to Activate)

Substitution or Waivers Forms 

Credit by Exam and Portfolio process


Searching for Student Information:    ImageStout - Searching for Student Information

Searching for Curriculum Information:    

Merging Documents

  • Merging documents:  Merging Documents
    • How to merge documents:  ImageStout: Merging Documents
    • Documents MUST be in the same drawer to be merged.  If documents are in different drawers the “merge’ option won’t appear.
    • Right click on the document to keep the indexing properties when merging documents.

Emailing Documents from ImageNow

  • Email permissions are set at the drawer level.  If you can’t email, it may be because email isn’t allowed from that specific drawer.  If it is something you would like to do, let us know at imageing@uwstout.edu 
  • Email documents that are in ImageNow:  Document 50103 is unavailable at this time.

Thumbnails

Workflow

L_1Forms Complete Workflow Queue

  • The L_1Forms Complete workflow queue is a “routing” queue.  Documents will automatically route to their processing department using the document type on the document.
    • Typically, the last signer should route to the L_1Forms Complete workflow queue.
    • Or the document may indicate to route to L_1Forms Complete

Annotations 

  • How to use the Stamp for signature approval 
  • Sticky notes – how to use – read- add information
  • KnowledgeBase article for these:  Document 48506 is unavailable at this time.

New Documents Feature or re-index a page within ImageNow

Sibling Documents

  • Sibling documents happen with a document is routed to multiple workflow queues at the same time for approvals.  Currently HR is using this method for approvals: samples below:
    • ES Forms
    • Summer Contracts
    • LTE Requests
    • There may be others……
  • The sibling documents join up in one of two “join” queues.  L_HR Join(docs) and HR ES Complete workflow queues
  • Checking sibling history:  ImageStout - Checking properties of a document

Delete a Form in Workflow

  • How to delete an unneeded form in ImageNow:  
    • Sub/Waiver Forms Route forward to:  L_AC_1Sub/Waiver Deny
      • Sub Waiver forms are not deleted from the system at this time.
    • L_Forms Workflow can be routed to “L_Forms Delete Forms”.




Keywords:ImageNow Image Now Perceptive Experience WebNow Web Now Reference   Doc ID:87494
Owner:Sue K.Group:UW Stout
Created:2018-11-02 14:31 CDTUpdated:2019-02-07 09:13 CDT
Sites:UW Stout
Feedback:  0   0