Set the appropriate application plan as the default selection. (See Setting Default Application Plan.)
Search and Open the document you wish to copy in the Perceptive Content Viewer. (See Retrieve Document.)
Select File and Copy Document or select the Copy Document icon. The Copy Document dialog box displays.
Select KEES DCF Non-Medical from the Application Plan drop-down menu. The Enter Received Date window opens.
NOTE: Re-select KEES DCF Non-Medical from the Application Plan drop-down menu; even if it is already selected.
NOTE: If appropriate, change the Date Received.
Click the OK button. The Enter Received Date window closes.
Copy the Case Number from KAECSES for the document into the Case Number field.
Copy the Case Name from KAECSES for the document into the Case Name field.
Select the appropriate Document Type from the drop-down menu.
Select the appropriate radio button in the Content section. Enter the pages to be copied in the Page Range section.
Confirm the Remove selected pages from current document check box is NOT selected.
Click OK. The Copy Document dialog closes.
The original document is now present in the Perceptive Content Viewer.