KB Category: K12Docs

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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:
School Accounting System
K12Docs

Training Tidbit: Am I able to upload a report from the School Accounting System to K12Docs?

Yes, for organizations who have licensed K12Docs, reports from within the School Accounting System can…Read More

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: Am I able to setup two-factor authentication for use with K12Docs?

Yes, two-factor authentication can be set up for use with K12Docs and also Host Site…Read More

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:
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:
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
Web Link

FAQ: How can I set up my auditor to view documents and reports in K12Docs?

Define a K12Docs user for your auditor by adding a user in the Host Site…Read More

Knowledge Base Categories:
K12Docs

Training Tidbit: Did you know documents scanned in batches to a list can be indexed from within K12Docs?

Documents scanned in batches to a list can be indexed from within K12Docs by clicking…Read More

Knowledge Base Categories:
Accounts Payable
K12Docs

Training Tidbit: Is there a way to view all the documents from K12Docs tied to a specific Accounts Payable check?

Yes, use the Document Inquiry option in the School Accounting System to view (and email,…Read More

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