1. ImageStout Enterprise Content Management Systems
Learning and Informaiton Technology Learn more at

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

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

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

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

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

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

8. Logging In UNIVERSITY OF WISCONSIN-STOUT
Username UW-Stout address Password password

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

10. 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:

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

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

13. 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 address and password

14. 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

15. 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

16. 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

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

18. 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

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

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

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

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

23. UNIVERSITY OF WISCONSIN-STOUT
Annotations

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

25. UNIVERSITY OF WISCONSIN-STOUT
Annotations

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

27. 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

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

29. 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

30. 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

31. 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

32. UNIVERSITY OF WISCONSIN-STOUT
Routing

33. UNIVERSITY OF WISCONSIN-STOUT
Routing

34. 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.

35. 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

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

37. 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.

38. 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

39. 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

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

41. 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

42. UNIVERSITY OF WISCONSIN-STOUT
Web Forms

43. Web Forms UNIVERSITY OF WISCONSIN-STOUT

44. UNIVERSITY OF WISCONSIN-STOUT
Web Forms

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

46. UW-Stout Knowledgebase
UNIVERSITY OF WISCONSIN-STOUT
UW-Stout Knowledgebase
Search All Topics
Enterprise
content
management
ImageStout
WebNow
Create a HelpDesk
Ticket

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

48. Questions? UNIVERSITY OF WISCONSIN-STOUT Call the Technology HelpDesk
@ 5000
questions to: