ImageStout Enterprise Content Management Systems Learning and Informaiton Technology Learn more at www.uwstout.edu

ImageStout Imaging Team UNIVERSITY OF WISCONSIN-STOUT Dan Dunbar, Server Administrator Sue Krings, Project Manager Eber Nascimento, Web Forms Technology Help Desk

ImageStout Different Names UNIVERSITY OF WISCONSIN-STOUT ImageNow Perceptive Content ImageStout WebNow

ImageStout What is it? UNIVERSITY OF WISCONSIN-STOUT Enterprise Content Management System Secure electronic document storage Electronic workflow Document sharing

ImageStout Security UNIVERSITY OF WISCONSIN-STOUT ImageStout Server Security Drawer Security Document Type Security Group Permissions

ImageStout Benefits UNIVERSITY OF WISCONSIN-STOUT Convert paper documents to electronic Print E-mail, Word and Excel documents Web Forms Faster Retrieval of Documents Regain Office Space Sharing of Documents Across Campus No Lost Documents No More Paper

Logging In WebNow UNIVERSITY OF WISCONSIN-STOUT WebNow – Located under logins on the UW Stout home page.

Logging In UNIVERSITY OF WISCONSIN-STOUT Username UW-Stout e-mail address Password password

Logging In WebNow UNIVERSITY OF WISCONSIN-STOUT Logging into WebNow using the URL within the body of your e-mail.

Logging In Client UNIVERSITY OF WISCONSIN-STOUT Finding the ImageStout Client Perceptive Content is pre-installed on Windows 10 machines. How can I find it? Install from the Appstore: https://appstore.uwstout.edu/CMApplicationCatalog/

Logging In UNIVERSITY OF WISCONSIN-STOUT ImageStout Client Login ImageStout Client Toolbar Windows 10 toolbar

Logging In WebNow vs. Client UNIVERSITY OF WISCONSIN-STOUT Printing document into the system WebNow – No ImageStout Client – Yes

Logging In Off Campus Access UNIVERSITY OF WISCONSIN-STOUT VPN Click on the wireless or wired icon on lower right of screen Double click on UW-Stout VPN Login with your UW-Stout email address and password

Permissions Access Given to Everyone UNIVERSITY OF WISCONSIN-STOUT Accounting Documents – Invoices, Travel Docs Curriculum Documents – Courses, Minutes, Program Instructional Recourses – Books for Courses Purchase Orders Declaration of Authority Fleet Vehicle Reservation Registration & Records Curriculum Changes Senate Information

Permissions UNIVERSITY OF WISCONSIN-STOUT Program Director/Department Chairs Admissions Student Transfer OIE Study Abroad Credits Advisement Change of Major Graduation Guarantee Registration and Records Credit by Exam Substitution and Waivers PARQ Alumni Follow up Surveys

Views and Searching Quick Search Search Views UNIVERSITY OF WISCONSIN-STOUT Views and Searching Views Customized searching all ready setup Searches that are used most often Quick Search Has similar searching options Search Create your own searching criteria

Views and Searching Where are the “View” options. UNIVERSITY OF WISCONSIN-STOUT Views and Searching Where are the “View” options.

Views and Searching Views UNIVERSITY OF WISCONSIN-STOUT Accounting Instructional Resources Fleet Vehicle Reservation Forms Purchase Orders RR Credit by Exam/RR.Shared RR Curriculum – Classroom changes Course Syllabus Upload Substitution/Waiver forms SBS Waivers Accounting Admissions - Student Information Campus Card Curriculum Information Forms Drawer HR Shared – Contracts

Views and Searching Curriculum Information UNIVERSITY OF WISCONSIN-STOUT Views and Searching Curriculum Information

Views and Searching PARQ Follow-up Surveys UNIVERSITY OF WISCONSIN-STOUT Views and Searching PARQ Follow-up Surveys

Views and Searching PARQ Follow-up Surveys (Remember the Rocket) UNIVERSITY OF WISCONSIN-STOUT Views and Searching PARQ Follow-up Surveys (Remember the Rocket)

Views and Searching Searching for Student Information UNIVERSITY OF WISCONSIN-STOUT Views and Searching Searching for Student Information L_All Documents

UNIVERSITY OF WISCONSIN-STOUT Annotations

Annotations Right Click for more options UNIVERSITY OF WISCONSIN-STOUT Stamp Options Text Options Highlighter Options Sticky Note Options

UNIVERSITY OF WISCONSIN-STOUT Annotations

Workflow UNIVERSITY OF WISCONSIN-STOUT What is Workflow? Workflow Queue? Electronic “In” Basket

Workflow Multiple workflow queues UNIVERSITY OF WISCONSIN-STOUT L_Forms Workflow L_Forms LastName, FirstName L_AC-Advisement L_AC_ Apparel Design Develop Change of Major Forms Substitution/Waiver Forms L_ACDC Apparel Comm Tech Credit by Exam L_Graduate School Workflow GS Applied Psychology Graduate Application Other Graduate Info L_HR Forms Workflow L_HR_Prof Apparel Com Tech HR Documents Only Two routing choices

UNIVERSITY OF WISCONSIN-STOUT Workflow Email from the workflow queue.

Workflow Forms Workflow What is the L_Forms drawer? UNIVERSITY OF WISCONSIN-STOUT Workflow Forms Workflow Forms Workflow is UW Stout’s campus workflow What is the L_Forms drawer? Holding drawer for processing documents all documents are re-indexed once processed all documents should be in workflow

Workflow Forms Workflow has more than one section UNIVERSITY OF WISCONSIN-STOUT Workflow Forms Workflow has more than one section UW Stout has 2 Forms workflow sessions L_Forms Workflow (most active users) L_Faculty Workflow (mostly faculty members) This affects the route anywhere list

Workflow UNIVERSITY OF WISCONSIN-STOUT L_HR Forms Session Special workflow queues for HR forms Limited route forward options L_HR Accept (routes to HR Join(Docs) or L_HR Deny

UNIVERSITY OF WISCONSIN-STOUT Routing

UNIVERSITY OF WISCONSIN-STOUT Routing

Routing Different Routing Options UNIVERSITY OF WISCONSIN-STOUT Route Anywhere Different Routing Options Route Forward Route Up Route Back Routes back to the last queue it was routed from – no options here, the document will automatically route and disappear.

Routing Grants and Contracts UNIVERSITY OF WISCONSIN-STOUT Created by Research Services Research Services routes the folder for approval Folders are routed, transmittal form inside the folder Folders are listed and routed differently than documents

Routing UNIVERSITY OF WISCONSIN-STOUT The open folder shows the document(s) inside. This folder has 4 documents.

Routing UNIVERSITY OF WISCONSIN-STOUT Location of Routing Options Stamp the document for approval Notice who needs to sign next No routing options here Close the document for routing Stamp and notice where to route next No Routing Options here.

Routing UNIVERSITY OF WISCONSIN-STOUT Routing Folders vs. routing a single document Closing the document reveals the folder Routing options are at the top of the folder Actions – show routing options on the left

Routing What is L_1Forms Complete? UNIVERSITY OF WISCONSIN-STOUT Workflow queue with Automated Routing Rules Setup When you are the last signer Route based on Document Type Route to the processing department Route Forward Route Anywhere

Routing Deleting Documents UNIVERSITY OF WISCONSIN-STOUT Route documents to “L_Forms Items to be Deleted” Route Forward Route Anywhere

Web Forms What are Web forms UNIVERSITY OF WISCONSIN-STOUT How do I know if I am using a Web form Where do they go when I choose submit Samples of Web forms Course Syllabus Upload Credit by Exam Fleet Vehicle 3 and 4 year Graduation Guarantee Substitutions Waivers

UNIVERSITY OF WISCONSIN-STOUT Web Forms

Web Forms UNIVERSITY OF WISCONSIN-STOUT http://www.uwstout.edu/admin/provost/intranet/Course-Syllabi-Upload-Page.cfm

UNIVERSITY OF WISCONSIN-STOUT Web Forms

Who Uses ImageStout? UNIVERSITY OF WISCONSIN-STOUT University of Wisconsin-River Falls

UW-Stout Knowledgebase UNIVERSITY OF WISCONSIN-STOUT UW-Stout Knowledgebase https://kb.uwstout.edu/ Search All Topics Enterprise content management ImageStout WebNow Create a HelpDesk Ticket

UW-Stout Knowledgebase UNIVERSITY OF WISCONSIN-STOUT UW-Stout Knowledgebase

Questions? UNIVERSITY OF WISCONSIN-STOUT Call the Technology HelpDesk @ 5000 E-mail questions to: imaging@uwstout.edu