Loyola University Maryland

Technology Services

Frequently Asked Questions

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Frequently Asked Questions

  1.  Installing ImageNow
  2.  Logging into ImageNow and WebNow
  3.  Alternating between Production and Test 
  4.  How to use the Help Tool
  5.  Resize and Zoom on Documents
  6.  How to display Message Center
  7.  Rotate and save Rotated Documents
  8.  How to create filters
  9.  How to have Toolbar Always On Top
  10.  Modifying column display in documents/Folders/Workflows
  11.  How to Use Annotation
  12.  How to Customize the Toolbar
  13.  How to Modify Workflow
  14.  Define General Display
  15.  View Workflow History
  16.  How to Find out who has a Record Locked
  17.  How to Search for a Document or Folder in Workflow
  18.  How to Copy, Move and Merge Documents
  19.  How to Copy a Page Using Thumbnail

How to Install ImageNow on your Computer

  • Click START menu
  • In Search Programs and Files, Type Software Center
  • Check the box next to Perceptive Content / ImageNow
  • Click Install in the bottom right hand corner
  • Allow time for the ImageNow deployment software to update the program

Logging into ImageNow and WebNow

Run the Perceptive ImageNow software by selecting the software through searching "ImageNow" in the computer search bar.

Once the software displays its login screen, choose the correct platform ("Test" or "Production") by clicking Connection Profiles. You can also click on Edit Connection Profiles to choose your default option when opening ImageNow. Enter your username and password (Loyola account) and click "Connect" to proceed.

Test - Is the environment used for testing code and quality assurance, changes will not affect Production.

Production - Is the "Live" environment, actual implementation will occur when working in Production. 

 

Alternating between Production and Test

Select Connection Profiles in the top bar section in ImageNow's login screen. Choose the desired platform by clicking on the displayed options. 

Change Connection Profile

 

How to use the Help Tool

On the ImageNow toolbar, select the Help menu to locate the ImageNow User Help (Shortcut key: F1)

ImageNow Toolbar

 

Resize and Zoom on Documents

Open the document in ImageNow Viewer. Go to View in the menu bar, and select Zoom In or Zoom Out to modify the document, repeat the process if necessary. (Shortcut key: Ctrl+Num + or or Ctrl+ Num -  / Click on the Zoom icon)

 

How to display Message Center

On the ImageNow toolbar, select the Settings menu to click on Show Message Center to display Message Center (Shortcut key: Ctrl + M) 

Rotate and save Rotated Documents

In ImageNow Explorer, double-click to open the document in ImageNow Viewer. In ImageNow Viewer, select View in the toolbar section, modify the document rotation by clicking on the rotation options desired. 

To save the image rotation. Go to View in the document menu bar, click Rotate and select Save image Rotation to Server.

Rotate Document

 

How to Apply a Filter

You can use this procedure to apply a filter to an existing view in the Views pane of ImageNow Explorer. 

  1. In ImageNow Explorer, in the Views pane, select a document, folder, task, or workflow view to show its filters.
  2. Click the filter you want to apply to the view.
  3. If the Select a Search Value dialog box appears, select or type a value as instructed and then click OK

Create a private filter:

You can use this procedure to save a search you performed as a filter accessible to you in the Views pane of ImageNow Explorer. 

  1. In ImageNow Explorer, in the Views pane, select the view you want to use as a basis for your filter.
  2. In the right pane, define your quick search or create conditions for an advanced search. 
  3. If the search returned the results you want, in the Current View toolbar, click the Save private filter button. If not, refine your search and then repeat this step. 
  4. In the Save Filter dialog box, type a name and an optional description for the filter and then click OK.

Notes:

  • To save the search as a private filter, you must have the Filter privilege.
  • After you save the private filter, it appears below the view you used to create it in the Views pane.

How to have Toolbar Always On Top

On the ImageNow toolbar, on the Settings menu, click Always on Top to have the ImageNow toolbar to appear at the top of your screen and stay visible.

 

Modifying column display in documents/Folders/Workflows

Select the tab of your choice (Documents, Folders, or Workflows) in the menu bar and wait for the ImageNow Explorer to show up.

ImageNow Toolbar View

Click on View at the top of ImageNow Explorer, and choose Columns (Shortcut key: Ctrl + T) 

Check / Uncheck the option box to the left of your desired field, and select OK to apply changes to your column display.

 

How to Use Annotation

In ImageNow Viewer, open a document. Locate the Annotation icon in the document tool bar.

Annotation Icon

Select/Deselect the icon by clicking on the icon once. [Image showing select/deselect] Selecting the annotation icon allows you to view or edit the existing annotation, deselect the icon to view only the document itself.

To add annotation, right click on the icons to the right of the Annotation icon to view and select the desiring form. With a form selected, drag your mouse across the document to create annotation. 

To delete or modify an existing annotation, turn on the Annotation icon in the document toolbar. Right-click on the existing annotation to delete or edit the content/appearance of the annotation.

 

How to Customize the Toolbar

Hide the ImageNow menu bar:

1. On the ImageNow toolbar, on the Settings menu, click Options.
2. In the ImageNow Options dialog box, in the left pane, click Toolbar.
3. In the right pane, on the General tab, in the Menu bar list, select Off.

Note: To redisplay the menu bar, select On.

4. Click OK.

Change button appearance:

1. On the ImageNow toolbar, on the Settings menu, click Options.
2. In the ImageNow Options dialog box, in the left pane, click Toolbar.
3. In the right pane, on the General tab, perform one or both of the following actions:

To hide the toolbar button captions, in the Button text list, select Off. To show the toolbar button captions, select On.
To hide the command lists next to the buttons, in the Split buttons list, select Off. To show the command lists next to the buttons, select On.

4. Click OK.

Change the icon size

1. On the ImageNow toolbar, on the Settings menu, click Options.
2. In the ImageNow Options dialog box, in the left pane, click Toolbar.
3. In the right pane, on the General tab, in the Icon size list, select Small, Medium, Large, or Extra Large.
4. Click OK.


Set default ImageNow toolbar selections


1. On the ImageNow toolbar, on the Settings menu, click Options.
2. In the ImageNow Options dialog box, in the left pane, click Toolbar.
3. In the right pane, on the Defaults tab, under Default Actions, perform any of the following options:

In the Applications list, select the default application plan.
In the Batches list, select the default batch.
In the Documents list, select the default search query.
In the Folders list, select the default folder.
In the Reports list, select the default report.
In the Tasks list, select the default task.
In the Workflow list, select the default workflow queue.
In the Capture list, select the default capture profile.
In the Help list, select the default Help module.

4. Click OK.

 

How to Copy a Page Using Thumbnail

The following steps explain how to copy a page from one document to another. You must have the Create/Append privilege for the associated drawer.

1. Open the document that contains the page you want to copy.
2. In ImageNow Viewer, if the Thumbnails pane is not visible, on the View menu, click Thumbnails.
3. In the Thumbnails pane, click on the page you want to copy, and then, in the Thumbnails pane toolbar, click the Copy button.
4. Open the document to which you want to copy. If the document is in version control, check it out.
5. In the Thumbnails pane toolbar, click the Paste button. You can move the page thumbnail to a different position in the document.
6. If applicable, check in any documents you checked out. ImageNow Explorer shows the updated page count for the document following check in.