Left click the drop-down caret for the Applications button on the Perceptive Content Toolbar.
Set KEES Unknown Case - DCF as the default application plan. (See Setting Default Application Plan.)
Left click the drop-down caret for the Capture button on the Perceptive Content Toolbar.
Select Package Mode as the capture profile.
The Perceptive Content Viewer - Package screen and the Type Last Name Here dialog box display.
Enter the Last Name of the consumer associated to the document.
Click the OK button.
The Enter Received Date dialog box displays with the current date auto-populated.
NOTE: The Default Date is the current date and the user can manually change the date if needed.
Click the OK button.
Verify the user can see all document types under the Case – No Task on the left side of the Perceptive Content Package Mode screen.
Select the appropriate Document Type.
Load all the customer’s paper documents into the scanner. Click the Capture icon on the bottom of the Perceptive Content Viewer - Package screen. The scanner should be invoked and start to scan the document(s).
The scanned image goes directly into the document type that was selected and displays in the Perceptive Content Viewer. Drag and drop all other documents to their appropriate document type(s).
NOTE: The Perceptive Content session may be blinking in the Toolbar at the bottom of the monitor. Click to view.
QA the images of the documents for clarity and verify the accuracy of the document keys for all images.
NOTE:
Person First Name and Person Last Name are required indexing fields.
If First and/or Last name is not known, staff are to enter Unknown in the corresponding field(s).
Staff should enter the office location in the Last Name field along with the name.
SSN and Fax Number/Email Address indexing fields are not mandatory.
Once you have determined the correct Document Type, drag and drop the images into that basket which will automatically change the Document Type on the Document Keys.
Click the Submit button on Perceptive Content Viewer - Package screen. The Perceptive Content Viewer closes.