Hyland Perceptive Experience - Processing documents in workflow

Owned by Gianna Goodermuth
May 30, 2023
2 min read

  1. Log into Perceptive Experience and choose "Workflow" from the home page.

     

  2. Choose a workflow queue from the navigation panel on the left-hand side of the page. The list of documents in the queue will display automatically.

     

  3. Click on a document to open it, or use the search bar to add constraints and find specific documents.

     

  4. The document will display. Use the toolbar at the top to route the document forward or backward as well as other functions, e.g. annotations. Mouse over a button to view its function.

     

  5. The drop-down menu under the Route Forward button contains the Route Anywhere option.