The Gift & Endowment ImageNow system is a document repository that provides schools and units easier access to documentation relating to their gift and endowment accounts that previously was accessible only through the central UVA Finance Investment Accounting unit.
Users seeking access to the Gift & Endowment ImageNow system must sign a non-disclosure agreement, submit an ESHARP request, and have the ImageNow software installed on their computers.
Non-Disclosure Agreement
Each user of the Gift & Endowment ImageNow system is required to sign a non-disclosure agreement prior to submitting an ESHARP request for access. This document can be found on the Investment Accounting webpage within the Financial Reporting & Operations website. Signed agreements must be forwarded to UVA Finance prior to the ESHARP request being approved.
ESHARP Request
After forwarding the signed non-disclosure agreement to UVA Finance, users may submit an ESHARP Document Imaging System (ImageNow) request. Departmental eSharp requests will be forwarded by UVA Finance to the appropriate Dean’s office for approval. ESHARP responsibilities for the system are broken down by MBU Prefix and users in units and administrative offices should only request access to ONE related MBU Prefix.
Note that the “ADV_FINANCE_ALL_VIEWER” responsibility is available only to central UVA Finance and University Advancement staff.
LSP ImageNow Software Installation
Once an ESHARP request has been approved, users should contact their Local Support Partner (LSP) to have the ImageNow software installed on their computer. The ImageNow Client (Perceptive Content) software can be found on the UVA Software Gateway. Additional information related to the installation of the ImageNow software can be found on the Document Imaging System website (Step 5: Prepare Computer for Access).
The Gift & Endowment ImageNow system allows users to search for data in a variety of ways. Users should familiarize themselves with the Gift & Endowment ImageNow system document keys (listed below) prior to executing searches.
As noted above, users will be granted access only to documents relating to the gifts and endowments held by their MBU. Users will not have access to documentation relating to gifts and endowments held by other University business units.
Searchable Fields
The searchable fields below are also known as the “Document Keys”:
- Advance_ID = Development/Gift Accounting Reference Number
- EntityName = Oracle Award Short Name
- Date-YYYYMMDD = Oracle Award Active Start Date
- Project = Oracle Project Number
- Award = Oracle Award Number
- Type = Document Category:
- Gift Agreement = document utilized by University Advancement and signed by the donor in securing a gift/endowment
- Project Create = information/documentation utilized by Investment Accounting for creating the gift/endowment project and award in the Integrated System
- Transactions = transactional documents related to the gift/endowment
- Correspondence = important communications regarding a gift/endowment account
Visit here for a visual-walk-through of searching options
ImageNow provides a number of useful options to meet user viewing needs. The demo will pick up after a single condition search has been executed and show how to open informational viewing panes and utilize other navigational and viewing features (i.e., rotate, zoom, etc.).
Visit here for a visual walk-through of viewing documents.