ImageNow information

How can I get training for ImageNow Version 6.1?

An online tutorial is available for ImageNow 6.1. This tutorial covers the same material as the ImageNow Basics 6 classroom course, but without the hands-on learning. The classroom course has been in high demand and many people have found themselves on a wait list. With the online tutorial, you can view the content whenever it is convenient for you. Though this tutorial from UTTC is not EFS specific, it does cover most of the basic tasks and features that ImageNow users need to know. Many of the topics are broken out into subtopics as well, so you can view only those topics you need to learn about, and in any order. You can view the tutorial at http://uttc.umn.edu/training/tutorials/imagenow/. To learn more about financial imaging, follow this link.

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Issue: How do I get access to ImageNow?

Solution: If you are a financial user and have access to FSUMPRD, you are automatically granted access to view documents in ImageNow. If you perform cluster duties such as Voucher/Journal Preparer, you will be granted additional access to see documents in the cluster imaging workflow queue.

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Issue: What is my ImageNow password?

Solution: Your ImageNow password is neither the internet password nor MKey. You should have received the password either via campus mail or contacted by Data Security by phone. Call 1-HELP if you have not received the password/misplaced it.

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Issues: ImageNow: I can only see Help icon OR
WebNow: I get an error message when I log in to WebNow saying "Your user account does not have search privilege or access to any workflow queues. Please contact your ImageNow administrator for these privileges."

Solution: Your account was created but has not been granted the proper access in ImageNow. If you just received your ImageNow password, please try again in a couple of days. There is a script that grants user the proper access in ImageNow based on their PeopleSoft role.

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Issue: What is WebNow? Do I need WebNow or ImageNow?

Solution: WebNow is simply a web interface of ImageNow. It doesn't require any software installation on the user machine. Departmental users/inquiry users and approvers are recommended to use WebNow. Voucher and Journal Preparers are required to have ImageNow client installed on their desktop.

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Issue: How do I login to WebNow?

Solution: https://imagenow.umn.edu/webnow/. Browsers compatible with WebNow are Internet Explorer, Firefox, and Safari. Be sure to bookmark the site so you can return to it easily.

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Issue: When I try to login to WebNow, I get a message "Hey, it worked. The SSL/TLS-aware Apache web server was successfully installed on this website."

Solution: Incorrect URL was printed on the letter that Data Security sent along with your password. Please see section "How do I login to WebNow"

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Issue: I get a "No Internet Explorer page match found" when I tried to link.

Solution: Make sure you're using IE with PeopleSoft. Version 6 and 7 are compatible with ImageNow.

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Issue: I get an " Error in get keys. Couldn't find a template to match the data screen" message when I tried to link even though I use Internet Explorer.

Solution: Linking through multiple tabs should work in ImageNow. If this happens, open the Voucher page on a new browser window and try to link again.

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Issue: How do I delete a document in ImageNow?

Solution: Once a document has been linked to the voucher and routed forward to completion, it cannot be deleted. If the document is still in the workflow queue, route the document forward then choose F AP Voucher Delete on the prompt window.

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Issue: How can I find user guides or training on ImageNow?

Solution: Please visit http://www.finsys.umn.edu/imaging/imagingoptions.html#training to download user guides and view online tutorials.

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Issue: When I try to search, I can only see the option to search by "Drawer, Folder, Tab, F3, F4, F5" OR my headings say "Drawer, Folder, Tab, F3, F4, F5" - what do those mean?

Solution: These are the default names used to identify document keys in ImageNow. Users are recommended to change this default setting so they can easily identify search criteria and result.

ImageNow client users:

• Open ImageNow Explorer > File > Options > Column Headings
• Choose an applet from drop down menu then click Apply.
• Go back to drop down menu, select Default Applet then click Apply.
• Document keys are tied to the applet so be sure to select the correct Applet once you're logged in to ImageNow.

WebNow users:

• Go to Options > Column  Headers  >  General  tab  then  choose  your  Applet  

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Issue: How do I fix the document keys if the PeopleSoft voucher is deleted or if I linked it to the wrong voucher?

Solution: Voucher Specialists have the privilege to modify the keys in ImageNow.

• Search the document to be fixed.
• When you open the document, keys are modifiable so you can modify the Voucher ID. (If Properties tab is not shown, press F7)
• Click File > Save or click on the Save icon (floppy disk icon).

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Issue: Can I make a copy of a Voucher supporting document and link it to a different voucher?

Solution: Yes you can, voucher supporting document can be copied and linked to another voucher.

• Search the document to be copied.
• File > Copy Document
• Update the document keys or select F AP Voucher dropdown menu to link it to a new voucher. (Be sure to have Voucher entry page open in PS).
• Update Voucher Origin key, if the Origin ID has changed.
• Update the Document Type to UMN01 or UMNIS.
• Click OK.