Tell Me

Perceptive Content Experience common features are listed below along with their functional uses.

NameIconDescription
Basic Navigation and Search Functionality
Home

 

This icon takes you back to the main Home page with all of the Experience Content Apps
Back

This icon provides the opportunity to go back to the previous screen when a document is open in both Workflow and Document views.
Route Forward

This icon enables one to route a document forward to continue processing or archival while in Workflow
Search 

This icon (similar to Go in the client) allows for the execution of an entered search criteria
Document Status
Workflow

This icon indicates that a document is in Workflow (for processing)
Hold

This icon indicates that a document has a hold placed on it
Document Modification Features & Functionality
Add Page

  

This icon allows for additional pages to be added to a document
Annotate

Based on your access, this icon allows for documents to be annotated (e.g. stamp, sticky note)
Rotate Document

This icons allows for rotation of a document 90 degrees either direction
Retention Hold

This icon allows one to apply a retention hold to archived documents 
Workflow Hold

This icon allows one to apply a hold to a document while in workflow
Save, Download, and Export Functionality
Export

This icon enables one to export documents to a PDF (i.e. Portable Document Format)
Print

This icon enables one to print documents
Email

This icon enables one to email documents
Download

 

This icon enables one to download documents to a local drive
Save

 

This icon enables one to save a document after making any changes (e.g. adding pages, updating custom properties, adding annotations)
Experience Layout via Hide/Show Features
Forms

This icon offers the ability to show or hide forms (i.e. view forms on screen)

Thumbnails 


This icon offers the ability to show or hide the thumbnails (i.e. attached pages, form)

Properties

This icon offers the ability to show or hide the property section (e.g. document keys, custom properties)

Related Documents

This icon offers the ability to show or hide related documents 
Logoff Features and Functionality
Logoff

This profile icon allows one to log off properly from the Perceptive Content Experience by opening the menu options enabling one to click the Disconnect icon

Disconnect

This icon disconnects you from Perceptive Content Experience within the Profile menu

Related FAQs

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