Re-Indexing eForm - LIEAP

NOTE: The re-index function in KEES moves a document from one case to another or from the SSP

Re-Index LIEAP Document with Unknown Case Number or if needed to the Correct Case

1. Access KEES.

2. Access Perceptive Content.

3. Left click the drop-down caret next to the Documents button on the Perceptive Content toolbar then select KEES Unknown Case Documents. The Perceptive Content Explorer window opens.

4. Double click the document the user wants to view. The document opens in the Perceptive Content Viewer window.

5. Click the View tab on the top left side of the Perceptive Content Viewer window then select Forms from the drop-down menu or use the shortcut key F12. The KEES Indexing eForm displays.

6. Enter the Case Number to re-index documents to and press the Tab key. The Case Name auto-populates.

7. Update the Document Category and Doc Type if needed.

8. Click the eForm Submit button to assign the document to the correct LIEAP case.

9. A pop-up window stating, “Are you sure you want to route this document forward in workflow to the KEES Doc Reindex Queue?” displays. Click the OK button.

10. Close the Perceptive Content window.