Use Capture

Use Documents

Platform: Perceptive Content
Product: Use Documents
Release: Foundation 24.1
License

Documentation Notice
What is a document?
What is a folder?
What is a page?
Use Capture
Capture
What is desktop capture?
Select location
Create a document without pages
One page at a time
Drag a file to Perceptive Content
Drag a folder of files to Perceptive Content
Drag a file to a workflow queue
Import a file using a Single mode capture profile
Import a file into a folder
Scan a page into a folder
Scan a page using a Single mode capture profile
Packages
Import a package of files
Scan a package of pages
Batches
Import a file using a Batch mode capture profile
Scan a page using a Batch mode capture profile
Quality assure a batch
What is quality assurance?
Quality assure a batch
Commit a batch as QA complete
Rescan a page in a batch
Process a batch
Set the number of pages to link
Remember document key values in batch processing
Confirm when discarding pages
Suspend linking a batch
Use ImageNow Printer
What is ImageNow Printer?
ImageNow Printer properties
Create an ImageNow Printer document
Add a watermark to an ImageNow Printer document
Reset ImageNow Printer properties
Print a file to ImageNow Printer using a Batch mode capture profile
Print a file to ImageNow Printer using a Single mode capture profile
Use Identify
Identify
Assign custom and composite properties
What is a custom property?
Create a custom property overview
Create a date custom property
Create a flag custom property
Create a list custom property
Create a number custom property
Create a string custom property
Create a user custom property
What is a composite property?
Create a composite property
Edit custom or composite property data
Assign document properties
What is a document property?
About assigning document property values
Modify document property values
Manually assign properties to a document
Manually assign properties to a batch
Assign properties to a document using an application plan
Add a note
Document properties
Document property types
Assignable document properties
Definable document properties
Assign folder properties
Folder properties
Assignable folder and shortcut properties
Use Organize
Organize
Use folders
What is a folder?
About moving folder content
Modify a folder's type
Use shortcuts
What is a shortcut?
Shortcut actions
Create custom shortcut keys
Create a document shortcut
Create a folder shortcut
Create shortcuts by dragging
View document shortcut locations
View folder shortcut locations
Search for shortcuts in a container
Open a shortcut
Rename a shortcut
Move a shortcut to a folder
Assignable folder and shortcut properties
Delete a shortcut
Add physical file references
Create a physical file reference
Add a physical file reference to an item
Override an inherited physical file reference
View an inherited physical file reference
Use Process
Process
Use workflow
Add an item to workflow
Process an item in workflow
Route an item in workflow
Change document keys in workflow
Set the status of an item in workflow
View workflow history
View next item in workflow
Open a workflow item
View item start date and time
View recently routed items
Mark an item as pending
Mark an item as idle
Mark item priority
Recall an item in workflow
Merge with viewed item
Place a workflow item on hold
Archive an item in workflow
Delete an item from workflow
Remove an item from workflow
Customize workflow
Add a custom property column
Change how items are fetched
Change item color when it revisits a queue
Change how a workflow alerts you
Change how workflow closes
Monitor workflow with Message Center
What is the Message Center?
Show the Message Center
Show the queue status list
Resize the queue status list
Select queues for status list
Change Message Center window animation
Modify the Message Center marquee
Use tasks
What is a task?
About using tasks with a versioned document
Create Tasks
What is a task series level?
What is a task series hierarchy?
Create a signing task
Create a document deficiency task
Create a pointer task
Work with Tasks
Open a task
Sign a task
Complete a task
Return a task
Reassign a task
Modify a task
Cancel a task
Delete a task
Skip a task
Reset a skipped task
Add a comment to a task
Open completed version of a task
Create an Out of Office event
What is an approval task?
Process an approval task
Search for approval tasks
Skip an approval task
Return an approval task
Delete an approval task
What are Folder Viewer tasks?
Create a folder task
Create a document task with a folder association
Set My Assigned view task options
Revisit skipped tasks
Set Tasks pane view
Work with folders
What is a folder?
About moving folder content
Modify a folder's type
Use annotations
What is an annotation?
Add an annotation overview
Add a check annotation
Add a highlight annotation
Add a line annotation
Add a pen annotation
Add a rectangle annotation
Add a stamp annotation
Add a sticky note annotation
Add a text annotation
Add a URL annotation
Add an arrow annotation
Add an oval annotation
Add an image, sound, or video as an annotation
Apply annotations to a document in version control
Hide annotations
View annotation properties
Move or resize an annotation
Delete an annotation
Stamp annotation codes
Modify an annotation instance
Redact information
What is redaction?
Add a redaction to a page
Work with digital signatures
What is a digital signature?
Sign a document
Automatically verify signatures
Move a signature representation
Delete a digital signature representation
Set digital signature time out
Show a digital signature representation
Void a digital signature
View digital signature properties
Verify digital signatures
Troubleshoot digital signatures
Modify content
Delete a page
Copy
Copy a page using a thumbnail
Move
Move a page
Share content
Export an item to a file
Fax an item
Send documents from the client
About sending documents
Send a document to users
Email items
Email an item link
Email an item as an attachment
Output items
Output file name variables
Output items as individual files
Output items as a single PDF
Output item as a multi-page TIFF
Troubleshoot item output
What are ImageNow links?
Create an ImageNow link overview
Create an ImageNow task link
Create an ImageNow workflow link
Open an ImageNow document link
Share an ImageNow link
Print items
Print an item
Print a form
Use Search
Search
Types of search interfaces
Excluded search characters
Set maximum user display limit
Search within the results grid
Create a prompted search
Create an application plan search
Search documents
About searching for documents
Create a document search with multiple values
Document search conditions
Search for a document
Search for documents by date or time
Search for text in an item
Search on composite properties for a document
Search on document notes content
Search for documents by user
Search folders
About searching for folders
Folder search conditions
Search for a folder
Search for record folders by date
Search for record folders by status
Search for folders by user
Folder content
About searching folder contents
Folder content search conditions
Search for content in a container
Search for shortcuts in a container
Search for results in a container hierarchy
Search tasks
About searching for tasks
Task search conditions
Search for a task
Search for container tasks
Search for tasks by task property
Search for tasks by user
Search for tasks assigned to a group
Search for tasks by date
Search for tasks by an item’s key
Search for tasks by due date
Search for tasks by status
Search for items or containers by task count
Search for items or containers by task due date
Search for items or containers by task status
Search custom properties
About searching on custom properties
Search on custom properties
Search on composite properties for a document
Search retention items
Search for documents with an applied hold
Search for documents with a physical file reference
Search for approval tasks
Search for documents by physical property
Use conditions
What is a condition?
Create a condition
Grouping and ordering evaluation of conditions
Modify a condition
Delete a condition
Group two conditions
Ungroup conditions
Record search conditions
Types of conditions
Variable condition components
Use filters
Create a public filter
Delete a filter
Create a private filter
Delete a private filter
Modify or rename a private filter
Add a container search to a public filter
Add a container search to a view
Work with search results
What is column layout?
Change grid lines and text
Select columns to display
Rename a column
Reorder a column
Add a custom property column
Sort view or search results
Group view or search results
Group search results by document keys
Ungroup view or search results
Number search results
Copy a grid
Use View
Use View
Get started with view
What is Viewer?
What is a view?
Open an item in the viewer
Types of views
What are manual and automatic views?
What is a related view?
What is a variable?
What is a column layout
What is an associated viewer?
Customize your view
Smooth images
Fit image to window size
Resize an item
Invert an item’s colors
Rotate an item
Reposition action panes
Set Folder Viewer options
View documents
View a document in its original application
View an earlier version of a document
Edit a text file
View a document page
View document properties
View related documents
View multiple pages
View folders
View a document's folder
View related folders
View the folder one level higher
View folder properties
View search results
Export a grid
Work with zoom regions
What is a zoom region?
Create a zoom region
Rename a zoom region
Delete a zoom region

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