Skip to content

Knowledge Base

← Back to Knowledge Base Home

Training Tidbit: K12Docs Training Resources

Did you know there are several training resources available for help with K12Docs?  The resources below are available to help with setting up and using K12Docs, and provide instruction or assistance on using the options within K12Docs.

  • K12Docs Setup Checklist:  The K12Docs Setup Checklist in the Help File lists the steps to complete in order to set up K12Docs and integrate it with the School Accounting System (and the Web Link module, if applicable).
  • K12Docs Webinars and Handouts:  There are five webinars available for K12Docs:  K12Docs Webinar, K12Docs Setup Checklist Webinar, K12Docs Host Site Manager Webinar, K12Docs Advanced Topics Webinar, and K12Docs GX Webinar.  To register for an upcoming live presentation of the webinar, access the Training Calendar on our website, or to request a link to a recording of the recent webinar, contact the Training Department.  The handouts reviewed during a webinar can be accessed during the live presentation or also from within the webinar recording; if desired, click the links below to access and print the webinar handouts:

K12Docs Webinar Handouts
K12Docs Setup Checklist Webinar Handouts
K12Docs Host Site Manager Webinar Handouts
K12Docs Advanced Topics Webinar Handouts
K12Docs GX Webinar Handouts

  • K12Docs End User Manuals:  The full documentation for K12Docs, and the GX and Host Site Manager applications used with K12Docs, is available in the End User Manuals.  To access and view (or print) the End User Manuals for K12Docs, GX, and Host Site Manager, click the links below:

K12Docs End User Manual
K12Docs GX Indexing End User Manual
K12Docs GX End User Manual
K12Docs Host Site Manager End User Manual

  • K12Docs Structure Template of Applications, Folders, Indexes, Subfolders, and Document Attributes:  The structure template of all the default applications defined within K12Docs, along with all the folders, indexes, subfolders, and document attributes within each application, is available at:  https://docs.su-inc.com/training/K12Docs_Applications_Indexes_And_Attributes.xlsx.  The template can be downloaded and then edited as necessary to track changes made with applications, indexes, and attributes at your organization.
  • K12Docs Informational Handouts:  There are multiple methods to ingest documents into K12Docs.  Please click the following link to learn more:  Document Import Methods Handout.
  • Video Training Tutorials:  Click here to view video training tutorials available for a variety of topics within K12Docs.  An additional site for video training tutorials (referred to as IntelliCloud Vue on the tutorials) and GX (referred to as IntelliCloud GX on the tutorials) are available here.