ECMS - Perceptive Content Fundamentals - Content Processing - Linking
| ENTERPRISE SUPPORT (Pick 2) |
NOTE: This product is supported by Help Desk Enterprise Support. If the Help Desk receives a call or email regarding the service, classify the incident, gather handling information and escalate unresolved issues to the US-Help Desk ES WiscIT queue for follow up. If a chat comes in, you can message the Enterprise Support Teams channel to see if any agents are available. If none are available and/or don't respond within 5 minutes you can follow the steps noted above to forward the case. For more information, visit Help Desk - How to Handle an ES (Enterprise Support) Incident. |
Perceptive Content Fundamentals
Linking
After you have finished quality assuring your documents, link them to index keys that have been set up to work with your business application. You do this by matching your documents in Perceptive Content to records in your business application. Linking also gives you a way to group documents in Perceptive Content by storing them in Drawers. For example, documents scanned from different departments can be placed in corresponding drawers.
After documents are linked, you can display their pages whenever you open the corresponding records in your business application. You can also search for documents in Perceptive Content Explorer and inspect them in Perceptive Content Viewer. From there, you can export them, print them, annotate them, and add them to workflows.
Perceptive Content Explorer- Batches: Linking
After passing the QA process, the pages of a batch must be linked. Linking is the process of creating an association between captured objects inside ofPerceptive Content and records inside your host application. You perform this process using the Batch Link mode. Once a page is linked, it is permanently stored within Perceptive Content using the index values from your host application or manually entered index values.
The Perceptive Content Viewer - Link toolbar appears when a batch is displayed in Perceptive Content Viewer - Link mode.
