Adding Document Folders

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• Adding Document Descriptions

  1. Click "Admin" 2. Click "Manage Document" 3. Click "Document Descriptions" 4. Click "Add" 5. Enter Description & Comment (These will typically be the same) 6. Select Show on Portal Option 7. Select Used In Option(s) 8. Click "Save" 1000.4.4

• Creating Document Portal Upload Links

  Creating Document Portal Upload Links 1. Click "Admin" 2. Click "Manage Document" 3. Click "Upload Links" 4. Click "Add" 5. Click the "Server Docs" field. 6. Enter a description for the document 7. Select the header if you want to group documents ...

• Viewing & Adding Documents in Accounts Receivable

  Viewing & Adding Documents in Accounts Receivable 1. Click "Admin" 2. Click "Accounts Receivable" 3. Select AR Account 4. Click "Docs" tab Viewing Documents 5. Select the Document 6. Click the Magnifying Glass Icon to View Adding Documents 7. Click ...

• Creating Document Security Levels

  Creating Document Security Levels 1. Click "Settings" 2. Click "Security Settings" 3. Click "Doc Security Levels" 4. Click "Add" 5. Enter a description and select the databases that will hold this document. 6. Click "Save" 6500.3.5

• Creating Document Profiles

  Creating Document Profiles 1. Click "Settings" 2. Click "Security Settings" 3. Click "Document Profiles" 4. Select the document profile you need to add a document access to. 5. Click "Add" 6. Select the document. 7. Check the actions you want this ...