Prior to scanning, set the default application plan to the most used type of documents being scanned. This will ensure the highest efficiency and decrease the amount of required 'clicks' when scanning a large volume of documents.
Access Perceptive Content.
Left click the drop-down caret next to the Applications button on the Perceptive Content toolbar.
Right click the application plan the user would like to set as a default.
Left click the Set as Default Action.
NOTE: To verify the Application Plan hover the cursor over the Applications button on the Perceptive Content toolbar.
The table below lists and describes Perceptive Content Application Plans utilized for LIEAP.
|
Application Plans |
Description |
Indexing Fields |
When to Use |
Document Example |
See for additional information. |
|
KEES - Case |
Used to Index documents to a LIEAP Case Name and Number. |
Name Received Date Unique ID Document Type |
Use when a document needs to be tied to an existing LIEAP Case Name and Number. |
LIEAP- Forms Documentation |
|
|
KEES New Application(s) |
Used to capture LIEAP applications that do not have a KEES Case Number yet.
|
IN Application ID Last Name Received Date Batch ID Document Type |
Always use the "KEES New Application(s)" application plan when imaging unregistered LIEAP applications. |
LIEAP Application |
|
|
KEES Unknown Case - LIEAP |
Utilized when a single document needs to be captured for an unknown LIEAP Document. |
First Name Last Name SSN Received Date Fax Number\Email Address Document Type |
Use when a document is received and cannot be tied to a LIEAP Case Number. |
Any Documents that cannot be associated to a LIEAP Case Name and Number |