Etrieve Content

Etrieve Content is a browser-based document repository that is replacing Perceptive Content.

View a document

On the home tab, select the search box and type in a users information (Name, Student ID, Employee ID).
Document Type and Area are optional fields
Select Search
Documents will appear in the area below based on your Document Type permissions
Selecting a document from the Document column will take you to the Tree in Etrieve Content where this document is stored

Select Advanced in the upper menu
You can select the drop down arrows indicated in red below, or type in your desired key field
Select Save Search or Search to finalize your search
After selecting Save Search, name your search and select Save to come back to the search at a later time or Save and Run to view the results
To delete a saved search, select Edit in the upper middle corner of your screen
Then select Delete Search in the lower left corner of your screen

From Etrieve Content
- Adding a single document
- Scanning documents
Web Capture
- Document Upload: Upload one or multiple documents that will be uploaded and filed at one time
- Document Batching: Upload a larger number of documents that can be worked on for up to 2 weeks. Batches will automatically close after 2 weeks
Virtual Printer
- File - Print from email, word documents, pdf documents, and web-pages
- Drag and drop files from an email or folder

Login to Etrieve Content and sign in with your Western credentials
Select Upload Document in the upper right corner of your screen
You can drag and drop a file from File Explorer or select Browse Files to navigate to the file you would like to upload. Then select Upload or Upload and Open to also view the document in the Tree
If the document is uploaded successfully you will see this notification in the lower right corner of your screen.

Login to Etrieve Content and sign in with your Western credentials
Select the drop down menu in the upper right corner of your screen and select Web Capture
Web Capture has two upload options. The Document Upload Page is for one or multiple documents that will be uploaded and filed at one time. Document Batching is for a larger number of documents that can be worked on for up to 2 weeks. Batches will automatically close after 2 weeks.

Select Document Upload
Select documents on your computer or drag and drop files in the box
Enter the key fields for each document in the menu on the right.
Press Send
When the document is filed to Etrieve, you will see a green check-mark indicating the file was sent successfully
Once the last document is filed, the window will close and return you to the upload screen.

Select Document Batching
Select Create Batch
Under Batch Settings, choose the appropriate key fields for the documents you will be uploading.
Select documents on your computer or drag and drop files in the box
Upload Status will show green check-marks when all documents have been uploaded to the batch
Select Create in the bottom right corner
Select the batch ID to check out the batch. One user can work in a batch at a time. If a batch is checked out and should not be, contact your department administrator to release the batch.
Enter the key fields for each document in the menu on the right.
Select Send.
As a batch processor you can select these three dots to Merge Documents in the batch.
If documents need to be added to the batch, the area or document type needs to be changed, or the batch needs to be deleted, please contact your batch manager.
If the documents are scanned or uploaded as one large file consisting of several pages, you can select the split tool in the upper menu.
Then select each page that needs to be split into a new document
Select Split

If you would like to Virtual Printer installed on your device please reach out to pcservice@westerntc.edu

Drag and Drop:

Fill in your key fields in the right hand menu and select Send.

File-Print:

Print from an email, word documents, pdf documents, and web-pages. Select Softdocs Printer from the list of printers when prompted.
Follow the same key field prompts as the above method to file the document.