Perceptive Content Interface Training

Introduction to WebNow to learn how to login, navigate the system, upload documents, search documents, approve documents, and move them forward in the workflow.

1.    First navigate to WebNow using internet explorer.

2.    After navigating to the site you will see a prompt at the bottom of your screen stating that Java has been blocked. You will click on the button that says, “Run this time”.

3.    After this you will see a box that says, “Do you want to run this application?” In this box You will check the box that says, “Do not show this again for apps from the publisher and location above”. After that you will click on the box that says run. Screenshot shown below:

Run Java

4.    After this you should see a screen in which you will login with your Norse key and credentials. Screenshot shown below:

Content Login Screen

 

 

 

Logging In

When you log into WebNow you will use your Norse key in order to log into the web client. You should see a screen in which you will login with your Norse key and credentials.

Maneuvering

Using Workflow (Examples are from Financial Services)

  1. Select the Workflow Queue Group
  2. Select your Workflow Queue
  3. Select an invoice to be approved by double clicking
  4. Click on the stamp on the toolbar in order to approve the invoice
  5. Click on an open part of the invoice to place the stamp (it can be moved by selecting and dragging)
  6. Route the invoice forward  

Searching using 'Documents'

  1. You can search for past invoices using the "documents" option on the top of the page
  2. Select the view for your department
  3. Search for specific invoices by selecting one of the filter criteria buttons
  4. A pop up window will ask you to enter a value. For names you only need to enter the first part of the name
  5. You can search using the "quick search" function as well
  6. Enter term you would like to search and then press "Go"
  7. You can now double click on any invoice to view it.

Bring In Documents

Documents are brought into content via email, scanning, and printed to Perceptive Content. The documents then go through their appropriate workflows. Documentation/Instructions specific to your workflow are in the folder Content ImageNow on the shared google drive accessible to the document imaging group.

Changing Passwords

  • Perceptive Content uses your Norse Key credentials. Visit norsekey.luther.edu to change your password.

Exiting

  • You can click on the disconnect button on the top right of the screen
  • You can exit the browser as you normally would using the "x" on the top right of the window.
  • Please exit when you are done to free up a Content license.

Help

Please contact the ITS Technology Help Desk if you are unable to login to Perceptive Content.