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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.

Workflow

  • 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.
Routing