Experience Navigation Manual

This access method replaces the prior browser access method that was dependent on Internet Explorer.  The use of Java is not required.

Most Perceptive Content functions can be completed using any internet browser via an option called Perceptive Content Experience.   This method of access is recommended for Mac users and users who:

  • Do not need to scan, ImageNow Print or drag/drop files into Perceptive Content
  • Do not need to upload documents with immediate folder assignment
  • Do not need to update document keys using linking to university systems such as Banner
  • Do not need to administer/manage the system

This document provides guidance for navigation within this access method.

System Access Restrictions

The ability to view items and complete actions within Perceptive Content is restricted based on approved system security access.  An FAQ on requesting access updates is available here.  Questions regarding which security group(s) will provide the access needed can be submitted via a Help Ticket.

Accessing the Perceptive Content Experience Home Screen

1.  Launch any internet browser and enter the URL imaging.charlotte.edu.

2.  When prompted, enter you NinerNet credentials and then click Log In.

login

3.  The Home screen for Perceptive Content Experience will then appear.

home

4.  Clicking infinitywill always return you to the Home screen.

5.  From the Home screen you can click the icon for any app you need to access.

General Navigation Tips for Perceptive Content Experience

1.  Use the back icon back or click on the desired navigation point in the breadcrumb to navigate between screens (Ex: bread crumb).

2.  Click expand to expand a view.

3.  Ad hoc quick searches within views can be initiated by entering desired constraints and clicking + button, selecting your search criteria and then clicking the Add button. Click Search to refresh your search results.

view

4.  Within the Perceptive Content Documents explorer window, click the check box beside one or more documents in your search results to trigger the action menu to appear then click the action icon needed related to the checked document(s). Some actions are only available on single documents. Available actions are dependent on user rights.

Icons left to right:

  • Download Document
  • Export to PDF
  • Print Document
  • Send Email
  • Export Grid
  • Apply Retention Hold
  • Version Control
  • Move Content
  • Delete Selected Items
  • Add to Workflow
  • Open in Workflow
  • Remove from Workflow
  • View Workflow History

 

view

NOTE: Hover text is available for all icons

5.  Within the Perceptive Content Workflow explorer window, click the check box beside one or more documents in your search results to trigger the action menu to appear then click the action icon needed related to the checked document(s). Some actions are only available on single documents. Available actions are dependent on user rights.

Icons left to right:
  • Download Document
  • Export to PDF
  • Print Document
  • Send Email
  • Export Grid
  • Apply Retention Hold
  • Version Control
  • Remove from Workflow
  • View Workflow History
  • Apply Workflow Hold
  • Route Back
  • Route Forward

view

NOTE: Hover text is available for all icons

6.  Within the Perceptive Content Folder explorer window, click the check box beside one or more folders in your search results to trigger the action menu to appear then click the action icon needed related to the checked folder(s). Some actions are only available on single folders. Available actions are dependent on user rights.

Icons left to right:

  • Export Grid
  • Move Content
  • Delete Selected Items
  • Add to Workflow
  • Open in Workflow
  • Remove from Workflow
  • View Workflow History

view

NOTE: Hover text is available for all icons

7.  Within the Perceptive Content explorer window private filters can be created, saved and deleted using icons on the right side of the screen.

Icons left to right:

  • Create New Filter
  • Save Filter
  • Delete Filter

icons

8.  After opening a document in Documents view, or Tasks view, or within a folder in Folders view, click icons to access various document features and to toggle views, such as properties and thumbnails, on and off:

icon bar

 

Icons from left to right:

  • LEFT SIDE:
    • Back
    • Save
    • Create Task
    • Annotate Page
    • Add Page
    • Download Document
    • Export to PDF
    • Print Document
    • Send Email
    • Apply Retention Hold
    • Open in Workflow
    • Remove from Workflow
    • View Workflow History

Icons from left to right:

  • RIGHT SIDE:
    • Show or Hide Thumbnails
    • Show or Hide Related Documents
    • Show or Hide Related Tasks
    • Show or Hide Forms
    • Show or Hide Properties

9.  After opening a document in Workflow view, click icons to access various document features and to toggle views, such as properties and thumbnails, on and off:

icon bar

 

Icons from left to right:

  • LEFT SIDE:
    • Back
    • Save
    • Create Task
    • Annotate Page
    • Add Page
    • Download Document
    • Export to PDF
    • Print Document
    • Send Email
    • Apply Retention Hold
    • Remove from Workflow
    • View Workflow History
    • Apply Workflow Hold
    • Route Back
    • Route Forward

Icons from left to right:

  • RIGHT SIDE:
    • Show or Hide Thumbnails
    • Show or Hide Related Documents
    • Show or Hide Related Tasks
    • Show or Hide Forms
    • Show or Hide Properties

10.  Icons on the bottom of the document viewing window navigate between pages/thumbnails, adjust view, allow download of a specific page and allow deletion of a specific page.

navigation bar

11.  From any screen, click the Profile icon and then click Disconnect to logoff.

disconnect

Navigation Notes:

  • A user's last run view is stored for improved navigation.
  • Recently used annotations are stored for quick access.
  • Capture options are available to users based on their access rights.  An FAQ detailing capture within Perceptive Content Experience is available here.
 
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