Perceptive Content Printer for KEES RDB Provider Email and Attachment

1. To capture the email and attachment, the user must set Perceptive Content Printer as their default printer. See Setting Perceptive Content as the Default Printerfor detailed steps.

2. Access KEES.

3. Navigate to the Resource Detail page for the Provider associated to the documents.

   NOTE: The user must be on the Resource Detail page to auto-populate the Resource ID and the Resource Name in the following steps. Perceptive Content is not able to read the IP Address if the page is minimized and an error displays.

4. Access Perceptive Content.

5. Set the default Application Plan. See Setting RDB Default Application Plan for detailed steps.

6. Set Package Mode as the default capture profile. See Setting Default Capture Profile for detailed steps.

7. Open the email to be captured.

8. Click the File tab on the top left corner of the email then select Print from the menu. The Print Preview page displays.

9. Ensure ImageNow Printer is selected as the printer.

10. Click the Print Options button. The Print dialog box displays.

11. Click the “Print attached files. Attachments will print to the default printer only” check box under Print Options.

12. Click Print.

    NOTE: The next two steps happen simultaneously.

13. The ImageNow Print window opens. Select IN Printer – RDB or IN Printer – RDB No Task from the Capture Profile drop-down menu as appropriate. Click the OK button.

14. The Opening Mail Attachment dialog box also displays. Click the Open button.

15. 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.

16. Click the OK button.

17. The Proposed Keys dialog box opens and is auto-populated with Resource ID, Resource Name, Received Date and Unique ID.

18. 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.

19. Select the Document Type from the drop-down menu. See DCF Imaged Forms Desk Aid for guidance on Document Type selection.

20. Click the Capture button. The Perceptive Content Viewer window opens displaying the document.

    NOTE: Two Perceptive Content Viewers open in separate windows.

    • Perceptive Content Viewer 1 window displays the email.

    • Perceptive Content Viewer 2 window displays the attachment.

    • The Document Keys for both documents is the same and auto-populated from the Resource Detail page.

21. Verify the accuracy of the Document Keys.

22. Click the Submit icon on the bottom of the Perceptive Content Viewer window. The Perceptive Content Viewer window closes.