This article explains how end users can access and use Perceptive Content for document viewing, searching, workflow processing, and basic capture/import tasks.

Perceptive Content is used to store, organize, review, and route documents electronically. Depending on your role and department permissions, you may use either:

• Perceptive Content (ImageNow) – the client application in Secure Desk.
• Perceptive Experience – the web version of Perceptive Content

Your available views, drawers, queues, and document actions depend on your assigned permissions.

Before You Begin

You will need:

• A valid Perceptive Content account
• Access to the correct department drawer, document views, or workflow queues
• Access to the desktop client or Experience web version
• Department instructions for how your area processes documents

Accessing Perceptive Content Client (ImageNow)

Use the desktop client when you need to perform actions such as:

• Viewing documents
• Searching documents
• Processing workflow items
• Capturing or importing documents
• Using ImageNow Printer
• Linking documents with application plans
• Performing administrative actions, if authorized

Steps

1. Open Perceptive Content Client from your desktop in Secure Desk.
2. Log in using your SHU username and password.
3. After logging in, confirm you can see the appropriate menus, such as:
   • Documents
   • Workflow
   • Capture
   • Applications
   • Batches
4. If expected menus are missing, contact IT to confirm your permissions.

Accessing Perceptive Experience (Web Version)

Use Perceptive Experience when you need browser-based access to approved views, documents, and workflows.

Steps

1. Open the Perceptive Experience web URL provided by IT or your department.
2. Log in using your assigned credentials.
3. Select the appropriate application area, such as:
   • Documents
   • Workflow
   • Views
4. Open the document view or workflow queue assigned to you.
5. Use the available search/filter options to locate records.

Understanding Common Terms with Perceptive Content

Drawer

A drawer is a high-level storage area, usually tied to a department or business area.

Document Type

A document type identifies what kind of document is stored, such as an application, form, transcript, receipt, approval, or request.

Document Keys

Document keys are searchable fields attached to a document. Examples may include:

• Name
• Student ID
• Term
• Date
• Department
• Document Type

View

A view is a saved way to search for or display documents. Views may be filtered by department, document type, status, date range, or workflow process.

Workflow Queue

A workflow queue is a work area where documents wait for review, approval, correction, or routing.

Capture

Capture is the process of bringing a document into Perceptive Content. Capture may happen through scanning, importing files, using the ImageNow Printer, or other approved methods.

Searching for Documents in Perceptive Content

Use document search or views to locate records.

Basic Search Tips

1. Open the appropriate Documents area or view.
2. Enter search criteria, such as:
   • Name
   • Student ID
   • Date range
   • Document Type
3. Click Search.
4. Open the document from the results list.

If No Results Appear

Check the following:

1. Are you using the correct view?
2. Are your search criteria too narrow?
3. Do you have access to the drawer/document type?
4. Are you searching in the desktop client or Experience, and is the record available there?
5. Did the document actually complete processing?

If another user can see the document but you cannot, contact IT to review your permissions.

Processing Workflow Items

Workflow queues contain documents waiting for action.

General Workflow Steps

1. Open Workflow.
2. Select the queue assigned to your department or role.
3. Open the next document.
4. Review the document and related information.
5. Complete the required department action.
6. Route, approve, reject, complete, or move the item according to your department’s process.

Capturing or Importing Documents

Depending on your role, you may capture documents using one or more of the following methods:

1. Scan documents into Perceptive Content
2. Import documents from a folder or shared drive
3. Use ImageNow Printer
4. Add pages to an existing document
5. Use a department-specific capture profile

Best Practices

1. Confirm you are using the correct capture profile.
2. Confirm the document is being saved to the correct drawer/document type.
3. Confirm required keys, such as Name or Student ID, are entered.

Using the ImageNow Printer

ImageNow Printer allows you to “print” a document into Perceptive Content.

General Steps

1. Open the document you want to send to Perceptive.
2. Choose Print.
3. Select ImageNow Printer.
4. Confirm the capture profile.
5. Enter required document keys.
6. Save or route the document according to your department process.

Common ImageNow Printer Issues

If printing fails or the capture window does not appear:

• Confirm you are logged into Perceptive Content.
• Close and reopen the Perceptive client.
• Confirm your session can access temporary/local folders.
• Contact IT if you receive errors such as:
  • “ImageNow Printer failed to capture images into ImageNow”

Linking Documents with Application Plans

Some workflows use an Application Plan or Window Walker to connect a document to a student, employee, application, or external system record.

Common Requirements

Before linking, required document keys may need to be populated, such as:

1. Student ID
2. Name
3. Document Type
4. Term
5. Department

If a required key is missing, Perceptive may display errors such as:

1. “Enter at least one more document key”
2. “Could not find CARD”
3. “This application plan does not allow the following keys to be blank”

Common Issues and What They Mean

I can log in, but I do not see the view I need.

You may not have access to that specific view. Contact IT and provide the view name.

I can see the view, but no documents appear.

You may be missing access to the drawer, document type, workflow queue, or document keys behind the view.

I can open Perceptive, but the Capture button is missing.

You may be missing capture permissions or a required capture-related role.

I receive “The application failed to upload the pending batch.”

The client may be trying to upload a previously created batch but cannot access or upload the local pending files. Contact IT.

I receive “ImageNow Printer failed to capture images into ImageNow.”

The ImageNow Printer may not be able to stage or hand off the document to the Perceptive client. Contact IT.

I receive “Your linking window may not have loaded.”

The linking process or application plan may not have loaded correctly. Confirm the correct external application or browser page is open, then try again. If it continues, contact IT.

When to Contact IT

Contact IT if:

1. You cannot log in.
2. The Perceptive client or Experience web page does not open.
3. A required view, drawer, queue, or button is missing.
4. You receive application errors.
5. ImageNow Printer or Batch Upload fails.
6. You believe your permissions are incorrect.

Please include:

1. Whether you are using the desktop client or Experience web version
2. The view, drawer, queue, or document type involved
3. The exact error message
4. A screenshot, if possible

When to Contact Your Department

Contact your supervisor, department lead, or another trained user if:

• You do not know which queue to monitor.
• You do not know how to process a specific document.
• You are unsure where to route a document.
• You need to know what a document means.
• You need department-specific training.

IT can provide access and troubleshoot errors, but the department owns the business process.