This article explains how to view Documents that are stored in Perceptive Content, and use Filters. 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.)
\uD83D\uDCD8 Instructions for using Views and Filters
Begin by logging into Perceptive Content with your Valpo short username and password.
From the main menu, select Documents
The left-hand menu will display the Document Views available to you.
Click on the Document View that you want to see
Documents that are selected by that View will appear in a list on the screen
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.
If a filter is available, there will be a carrot icon to the left of the View
Click the carrot to expand to see the filters
Select the filter you want to use (if there are multiple)
Some filters will run automatically, others may have a selection prompt
If prompted, enter your search selection, then click the blue Search button.
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.