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ImageNow: Perceptive Experience Folders

This document will show how to process Grant folders in Perceptive Experience.

All documents within the folder need to be closed in order for the routing options to be available.

If your workflow queue appears empty, please click on the Search button in the upper right of the screen, to 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.  It is easy to see if you are working with a single document or a folder.

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.

You will use the signature stamp to add your approval signature and then click on the name of the folder in the left pane to close the document.

When finished with the documents, please click on the name of the grant/folder to close the document.

Please click the routing option to route to the next signer..  The routing option will list your route forward options first and then at the bottom of the list you will find the route anywhere option.

See Also:

Keywords:Folders 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 ID:93815
Owner:Sue K.Group:UW Stout
Created:2019-08-13 08:53 CDTUpdated:2019-08-27 09:54 CDT
Sites:UW Stout
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