Prior to scanning, set the default application plan to the appropriate plan for the type of RDB Provider documents being scanned.
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.
The table below lists and describes RDB Provider Perceptive Content Application Plans.
|
Application Plans |
Description |
Indexing Fields |
When to Use |
Document Example |
|
KEES RDB |
Used to Index documents to a RDB Provider. The Resource Detail page is leveraged to pull and index documents to the Provider. |
Resource ID# Resource Name Received Date Unique ID Document Type |
Use on and document tied to a Resource and the Resource ID number is known. |
Application Forms Copy of License AA Forms EIN Documentation |
|
KEES RDB Registration |
Manual Application Plan used to index new Providers that do not have a Resource ID yet. |
IN Application ID Resource Name Received Date Batch ID Document Type |
Use when a Resource Application Form is received and a Resource ID has not been created. |
Application
Forms not processed |
|
KEES RDB Unknown |
Utilized when a single document needs to be captured for an unknown RDB Provider.
|
Resource Company Name Resource Last Name Resource Tax ID Received Date Unique ID Document Type |
Use when a document is received and cannot be tied to a RDB Resource. |
Any Documents |