Search for an Unknown Case Document

 

  1. Access Perceptive Content.

  2. Left click the drop-down caret next to the Documents button on the Perceptive Content Toolbar.

  3. Select KEES Unknown Case Documents as the desired Documents View filter.  The Perceptive Content Explorer window opens.

  4. Select desired search parameter from the first drop-down under Quick Search tab.

    NOTE:  Best practice is to utilize the default value in the second drop-down button which displays ‘starts with’. Although, any search parameter can be selected from the drop-down menu.

  5. Enter the Received Date in the search box.

  6. Click the Go button.  The search results display.

    NOTE:  The list of search results may be very long.  Select parameters that narrow the search as appropriate. Example: SSN, Last Name or Received Date.

  7. Double Click the document to view it.  The document opens in the Perceptive Content Viewer.