Perceptive Content Experience

Introduction to Perceptive Content Web 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 Experience using any browser.

2.    Log in with your Norse key credentials.

Maneuvering

Using Workflow (Examples are from Financial Services)

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

Searching using Document Views (Examples are from Financial Services)

  1. You can search for past invoices using the "documents" option on the home 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 user icon and then disconnect (power) 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. There are a limited number of concurrent licenses, so freeing up a license is important.

Help and Common Problems

"The system cannot establish a connection. Re-enter User name and/or password"

This error message means you have typed in your username and/or password incorrectly. Or that your account has not yet been created in Content by an administrator.

"The network connection to Image Now server has been disconnected"

This error message means that your client is unable to connect to the server. There could be a few different possible reasons for this:

  1. You are not on campus internet or the VPN. Content is only available on campus, on Citrix, or when connected to the VPN.
  2. The connection profile is pointing to an old server. Contact the ITS Technology Help Desk to resolve.
  3. The server is down. Contact the ITS Technology Help Desk to let them know so this can be resolved.

You can always contact the ITS Technology Help Desk if you have difficulties.