Copy Document

  1. Access KEES.

  2. Navigate to the Case Summary page for the case the user wants to copy the documents to.

    NOTE: The user must be in the context of a case and on the Case Summary page in order to auto-populate the Case Number and the Case Name in the following steps. Do NOT minimize the Case Summary page. ImageNow is not able to read the IP Address if the page is minimized and an error displays.

  3. Access ImageNow.

  4. Search and open the document the user wants to copy in the Perceptive Content Viewer window. See Retrieve Documents for detailed steps.

  5. Click the File tab on the top left side of the Perceptive Content Viewer window then select Copy Document form the drop-down menu or select the Copy Document icon. The Copy Document dialog box opens.

  6. Select the Application Plan in the Document Keys section.

  7. 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.

  8. Click the OK button.

  9. The Document Keys dialog box opens and is auto-populated with Case Number, Case Name, Received Date and Unique ID.

    NOTE: The Case Number and Case Name auto-populates with values from the Case Summary page. The Received Date also auto-populates based on the date entered in the Received Date pop up window. The user can also manually change the received date in the correct format (MM/DD/YYYY) on the Document Keys if needed.

  10. 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.

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

    NOTE: The user may have to scroll through the entire list as all values may not be alphabetized.

  12. Select the appropriate radio button in the Content section. If Page range is selected, enter the pages to be copied.

  13. Confirm the Remove selected pages from current document check box is NOT selected.

  14. Verify the accuracy of the Document Keys then click the OK button. The Copy Document dialog box closes.

  15. Close the Perceptive Content Viewer window.