The Perceptive Content Copy Document function allows a user to make a copy of a document or one or more pages of a document to a separate KEES case.
Navigate
to the LIEAP Case Summary page the user wants to
Copy the documents to.
NOTE: The user must be in the context of a case and on the Case
Summary page in order to auto-populate the Case Number and
the Case Name in the following steps. Do NOT minimize the Case
Summary page. Perceptive Content is not able to read the
IP Address if the page is minimized and an error displays.
Access Perceptive Content.
Search and open the document the user wants to copy in the Perceptive Content Viewer window. See Retrieve KEES Documents - LIEAP for detailed steps.
Click the File tab on the top left side of the Perceptive Content Viewer window then select Copy Document from the drop-down menu or select the Copy Document icon. The Copy Document dialog box opens.
Select the Application Plan in the Document Keys section.
The Enter Received Date dialog box displays. The date in the Enter Received Date dialog box defaults to the current date and can be manually changed if needed.
Click the OK button.
The Document
Keys dialog box redisplays and is auto-populated with the
LIEAP Case Number, Case Name, Received Date and Unique ID.
NOTE: The Case Number and Case
Name auto-populates with values from the LIEAP Case
Summary page. The Received Date also auto-populates
based on the date entered in the Received Date pop up window. The
user can also manually change the received date in the correct format
(MM/DD/YYYY) on the Document Keys if needed.
Select the Office Location from the drop-down menu if needed. By leaving <Please select location> as the default, the office location associated with the user’s Worker ID is selected.
Select the Document Type from the drop-down menu. See DCF Imaged Forms Desk Aid for guidance on Document Type selection.
Select the appropriate radio button in the Content section. If Page range is selected, enter the pages to be copied.
Confirm the Remove selected pages from current document check box is NOT selected.
Verify the accuracy of the Document Keys then click the OK button. The Copy Document dialog box closes.
Close the Perceptive Content Viewer window.