Document Imaging

Best Practice

During monthly project monitoring and project review, there may be items related to a specific transaction that should be captured electronically (e.g. e-mails authorizing a purchase, e-mails related to a journal entry, or Financial Aid Item Type (FAIT) forms). Additional documentation regarding transactions the unit wishes to retain should be uploaded using Perceptive Content.

If you are interested in using Document Imaging contact Imaging Services to get started.

The Document Imaging system serves as storage system for many university captured documents and also enables units, at their discretion, to create an electronic version, or “image”, of important documentation that pertains to transactions. Per University guidelines, if supporting documentation is available via a central imaging system, it is not necessary to save or print a copy for your unit records. All University of Michigan departments are eligible to use the centralized Document Imaging System.

Document Imaging can help you:

Document Imaging can be accessed via a web-based interface or using desktop client software. The web-based interface allows users to view documents in the system while the desktop client version of the software allows users to scan, index, and store document into the Document Imaging System on their own. For example, documentation related to all purchases from vendors that do not have a strategic contract with the University of Michigan are imaged by Accounts Payable. Documentation related to purchases from vendors that do have a strategic contract with the University of Michigan are not imaged by Accounts Payable and can be imaged by the department.

The Document Imaging System is supported by ITS. Information regarding getting started, system access and system requirements can be found on the Document Imaging System webpage.

Important

Imaging cannot be used to capture any information related to patient (subject) billing or clinical-related documents from the University Health System.