Perceptive Experience: Index a Document

Indexing a Document

You can index a document by adding identifying document keys and/or properties to assist in future document retrieval.

1. Launch Perceptive Experience:
   1. Production
   2. Test
   • Note: For Testing only. All files uploaded here will not be in Production.
2. Select the Capture and Indexing Card
   
3. Open up the document you want to index (each file set needs to be indexed individually)

• Note: If you used patchcodes (optional) at time of scan, Perceptive will automatically split the files in the same location.
  1. Once your batch file is open, you will see separate documents
     
• Note: You must index each document individually before routing the entire batch

1. In the Document Properties menu, you can either manually type the required data into the index fields or use one of the search options below to auto-populate data from an external system (ex: PeopleSoft). You may choose the search method that works best for you.

Using the Quick Search Option

You can use Quick Search, a preset search that does an automated lookup against an external system, in order to update the document keys and/or properties.

1. Enter the appropriate value into the field with the magnifying glass (this is usually the first field)
2. Press the tab key or enter key and a lookup will happen and populate the required fields for the document type you are working with
   
3. Fill in all other required fields manually
   •  Note: All required fields are outlined in red

Using the Advanced Search Option

You can use Advanced Search to do a manual lookup against an external system in order to update the document keys and/or properties.

1. Select the magnifying glass (this is usually in the first field) to bring up the search window
   
2. Select the plus icon to add search criteria
   
3. Select the field you want to search by (ex: Name), enter a value in the field, then select Add
4. Once your search criteria is entered, select the Search button
5. Choose a result from the list
6. The result will be populated in the document fields

Routing the Document forward

When you are done entering the necessary index data into the document properties, be sure to route the document forward per your business process.

1. Select the Send To button and/or choose the appropriate workflow queue from the drop down