Fund 233 - Gift Documents Documents created 7/1/14 and after are available in WISDM from the Associated Docs tab of a Project Search for a fund 233 project Document types available: Gift Check Routing Form Regent Notices Invoices Clearances Other Document types not available – Could include sensitive information: Checks/Check Stubs Wires/UWF ACH Correspondence Not all document types will exist for all projects WISDM won’t know if a doc type doesn’t exist in Perceptive Content, so it can’t hide the link - Other could be correspondence, emails, etc.

WISDM Project Search Transaction Detail View

WISDM Project Search Associated Docs View

Perceptive Experience Grid View Ignore Field 5 in all cases, not useful to campus, it is how we need to separate documents in a journal entry. Different than Invoice links when there is more than 1 of a document type for a project. Invoices were strictly 1 document per voucher. Fields 1 through 5 entered by Gift Management Team Field 1: Project Field 2: Department Field 3: Donor Field 4: Journal Entry Number Field 5: Unique ID (For indexing purposes)

Perceptive Experience Document View Please allow a week after revenue entry is posted before document will be available in WISDM