KB Category: K12Docs

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• Knowledge Base Categories:
• School Accounting System
• K12Docs
• Negotiations
• Web Link

FAQ: How can I simplify the process of obtaining signatures on teacher contracts and filing them in K12Docs?

Below are the two most common options that can be used to obtain signatures on…Read More

• Knowledge Base Categories:
• Accounts Payable
• K12Docs

Training Tidbit: Is there a way to import invoices into Accounts Payable if using the Intelligent Document Processing feature in K12Docs?

Yes, the invoice information can be imported into the Accounts Payable module for organizations with…Read More

• Knowledge Base Categories:
• School Accounting System
• Accounts Payable
• K12Docs

Training Tidbit: How can I attach documents to invoices in Accounts Payable?

For organizations with K12Docs, there are a few different ways to attach documents to invoices…Read More

• Knowledge Base Categories:
• School Accounting System
• Payroll
• Human Resources
• K12Docs
• Web Link

Training Tidbit: Can employee documents be uploaded in Web Link for processing and filing to K12Docs?

Yes, for organizations who have licensed K12Docs, Web Link can be set up to allow…Read More

• Knowledge Base Categories:
• School Accounting System
• Accounts Payable
• K12Docs
• Web Link

Training Tidbit: After converting requisitions to purchase orders, how do I view the documents that were attached to the requisitions for the newly created purchase orders?

From within a batch of purchase orders, to view the documents attached to the requisitions…Read More

• Knowledge Base Categories:
• K12Docs

Training Tidbit: Is there a way to find a list of folders missing a certain document type using the Audit Shield feature in K12Docs?

Yes, use the Audit Shield feature in K12Docs to search for missing documents of a…Read More

• Knowledge Base Categories:
• K12Docs

FAQ: How do you delete a document in K12Docs?

To delete a document that was previously uploaded in K12Dcos, complete the following: 1.  In…Read More

• Knowledge Base Categories:
• School Accounting System
• K12Docs

Training Tidbit: Can I email documents uploaded in K12Docs from within the School Accounting System?

Yes, for organizations with K12Docs licensed, when viewing documents from within the School Accounting System,…Read More

• Knowledge Base Categories:
• K12Docs

Training Tidbit: What is the E-Sign feature in K12Docs?

The E-Sign feature in K12Docs displays at the top of the preview screen when viewing…Read More

• Knowledge Base Categories:
• K12Docs

FAQ: What is the search activity feature in K12Docs?

The search activity feature in K12Docs is used to create workflows to have users review…Read More