Documents or files can be captured in Perceptive Experience in several ways. With multiple methods available, depending on your business process, the Document Management Team will help you choose appropriately.
Please read below for an overview of each method and links to more detailed documentation.
Note: The desktop client is not needed for these methods of capturing.
Mimics how you would print a file, but instead of choosing a hardware printer, you will select a virtual printer and send the printed file to Perceptive using your default web browser.
- File Format after import: TIF image file allowing for annotations
- Supported on: Windows
- Required Software: Hyland Virtual Printer and Web Scan Toolkit
Perceptive Experience Print Instructions
Scan
Using a hardware scanner, you can scan a paper document directly into Perceptive in your web browser.
- File Format after import: TIF image file allowing for annotations
- Supported on: Windows
- Required Software: Hyland Virtual Printer and Web Scan Toolkit
Perceptive Experience Scan Instructions
File
Allows you to upload any file to Perceptive. Please note that with this method, if you need to annotate the file in Perceptive, then additional configuration will be required to convert the file to TIF format after upload.
- File Format after import: Native
- Supported on: Windows and Mac
- Required Software: No additional software required
Perceptive Experience File Upload Instructions
|
Initiated from |
To start the import |
File format after import |
Supported O/S |
Local install needed? |
|
|---|---|---|---|---|---|
|
|
Digital file |
|
TIF file |
Windows |
Hyland Virtual Printer |
|
Scan |
Perceptive Experience > Capture & Indexing |
|
TIF file |
Windows |
Hyland Virtual Printer |
|
File |
Perceptive Experience > Capture & Indexing |
|
Native file format* |
Windows Mac |
No |
Note: In order to use annotations, a file needs to be in TIF format. If a file is being captured via the File method and needs to be annotated, please submit a request to the Document Management Team for options to have the file converted to TIF after it has been imported.