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This article explains how to view Documents that are stored in Perceptive Content, and use Filters to modify the list of documents. Shared Views and Filters are created centrally by Information Technology, individual users can also create personal filters within Views (some are restricted, depending on content.) Visibility of documents to view is restricted by a user’s role and permissions.

\uD83D\uDCD8 Instructions for using Views and Filters

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  1. From the main menu, select Documents

    1. image-20240529-154758.png

  2. The left-hand menu will display the Document Views available to you.

  3. List of Document Views, with an arrow showing an example View to click on.Image Modified

  4. Click on the Document View that you want to see

  5. Documents that are selected by that View will appear in a list on the screen

    1. You can sort the list of documents by any visible column by clicking on the column. If you would like to sort in the opposite direction, click again.

  6. If a filter is available, there will be a carrot icon to the left of the View

    1. Click the carrot to expand to see the filters

    2. Select the filter you want to use (if there are multiple)

    3. Showing image when the carrot next to a view is clicked to expand to see filters.

    4. Some filters will run automatically, others may have a selection prompt

      1. If prompted, enter your search selection, then click the blue Search button.

      2. Filter selection prompt with instruction to enter last name first if using a name filter.

Info

Perceptive does not return results as you type your criteria - if you do not see documents, click the blue search button in the upper right-hand corner.

Info

Note: When searching by person’s name, the protocol is Last Name, First Name. You can generally enter just a partial last name to begin your search.

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