1. Fund 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, s, etc.

2. WISDM Project Search Transaction Detail View

3. WISDM Project Search Associated Docs View

4. 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)

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