K12Docs Setup Checklist

Recording

1 Hour

During the K12Docs Setup Checklist Webinar, participants will review the steps on the K12Docs Setup Checklist in order to set up K12Docs and integrate it with the School Accounting System and the Web Link module, if applicable.  The instructions for completing the document management information in the System File, Web Link Setup Options, and User Security will be covered, along with the Create Document Management Folders option.  The steps for accessing K12Docs, in addition to adding and viewing documents, from within the School Accounting System and the Web Link module will also be reviewed.

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I think this is a great accounting system.

I love the SU program. It is user friendly and your Help desk is wonderful.

ACA reporting was awesome! It worked so well and the direct connection with the IRS was the best!

Customer service is efficient, friendly, helpful, knowledgeable and clear with instructions.