Coming in the July 2024 Release.

We are thrilled to introduce enhancements to the appearance of the Document Viewer screen.

 

Existing Document Viewer

Becomes the New Document Viewer

The new screen has the same great features but an updated look and feel, making it more user-friendly. We have also updated and improved functionality to allow you to tailor it to your work style.

All functionality may not be available to all users and is based on your user role and security.

  

 

Click the links below to quickly jump to the feature/functionality you want to learn more about.

Document Viewer Top Bar

Current Search                                  Message/Error Pane                                                 Document Actions

 

Document Viewer Toolbar

Workflow  Image Modification Image Output  Image Display/Navigation            Help  Settings

 

Multi-Document  Navigation   More/Less Fields  History

 

Discussion Pane

GL Coding

 

 

Document Viewer Top Bar

Current Search

The name of the current search is displayed in the top left.

Message/Error Pane

Any messages/errors will be displayed in the center.

Document Actions

Undo All Changes

Discards all changes made to the document and reloads the document.

NEW! Save and Update

Save changes and update the document, but allow you to remain on the document for further action.

Save and Close

becomes

Save changes and close the document.

Click the link for more information Document Viewer Top Bar

 

Document Viewer Toolbar

Workflow Buttons

 becomes 

Please note that your workflow options may differ based on your security roles, the document's current status, and your client configuration.

Approve

Non-PO options

Click the link for more information Non-PO Invoices

Match Invoice

PO options-opens the AutoVouch Exception Form

Click the link for more information PO Invoices/AutoVouch

Reject

Click the link for more information  Reject Workflow Button

Hold

Click the link for more information Hold Workflow Button

Return to AP

Click the link for more information  Return to AP Workflow Button

Delete Document

 on Document Viewer Toolbar

becomes

Note: This is only moving the location of the functionality but there is NO change to security. If the user did not have access prior to the release they will not have access after the release. 

 

This option is only available to limited users with security access.

Click the link for more information Delete Document Workflow Button

 

Image Modification

Add Page

becomes

 

This option is only available to limited users with security access.

Delete Page

becomes

This option is only available to limited users with security access.

Click the link for more information  Add/Delete Pages

Rotate

becomes 

There is no longer an Annotate Toolbar. This item has been moved to the Viewer Toolbar

Highlight

becomes

There is no longer an Annotate Toolbar. This item has been moved to the Viewer Toolbar

Annotation

becomes

There is no longer an Annotate Toolbar. This item has been moved to the Viewer Toolbar

Hide or Show Annotations

becomes OR   becomes

There is no longer an Annotate Toolbar. This item has been moved to the Viewer Toolbar.

Click the link for more information Document Highlight and Annotations

 

Image Output

Download to PDF

becomes

Print

becomes 

Email

becomes 

 

Image Display/Navigation

Zoom In/Zoom Out

becomes 

Fit to Width/Height

becomes 

Image Smoothing

becomes 

Image smoothing was located in the lower right corner of the Document Viewer but has been moved to the Viewer Toolbar. It now contains a drop-down with levels of smoothing to select from No to High.

Previous Page/Next Page

becomes 

 

Help

Help/Training

If you click Help/Training, you will be sent to help.dataserv.com

where you can find valuable help and how to articles.

 

Click the link for more information Where to find DataServ Help Documentation?

Open A Support Ticket

Using this option, you can now open a Support ticket from the Document Viewer.

Click the link for more information How to Submit a Support Ticket

 

Click the link for more information Document Viewer Help

Document Viewer Settings

NEW Flip Side Panes Functionality

You can customize the Document Viewer by flipping the Side Panes, including the Index Data and Thumbnails, from right to left. This will also flip the More Fields and the History buttons. The default will be on the right.

Click on the gear icon on the top toolbar and select ‘Flip Side Panes.’ Once selected, the data pane will change from one side to the other. This change will automatically be saved and become the user's default.

RIGHT

LEFT

Save Layout

You still have the same ability to customize your Document viewer layout to meet your needs, but the feature is now located under the new gear icon on the Viewer Toolbar.

becomes

 

Click the link for more information Document Viewer Settings

Multi-Document Navigation

Document Count

becomes 

 

Click the link for more information Document Viewer Toolbar

 

More Fields/Less Fields

More Fields/Less Fields is no longer contained at the bottom of the Index Data pane but is now located above the Index Data on the Document Viewer Toolbar. If you use the Flip Side Panel option, the More Fields/Less Fields will move with the Index Data Pane.

becomes

 

 becomes

 

Audit Information/History

becomes 

Audit Information has been renamed History. It is no longer contained at the bottom of the Index Data pane but is now located above the Index Data on the Document Viewer Toolbar. If you use the Flip Side Panel option, the History will move with the Index Data Pane.

Click the link for more information History

 

Discussion Pane

The Discussion Pane remains at the bottom of the index data panel but has improved usability.

• You can now scroll through the comments instead of clicking through pages.

         Using the scroll bar on the right side of the pane.

• Newest comments will appear at the bottom of the pane.

         The default will automatically take you to the bottom of the pane, showing the newest comment.

• Adding a comment is simple and no longer requires a separate text box.

         Type in your comment and hit Enter or Send

• If you need to edit or delete a comment, click on the comment

• •  To edit, you make your changes and click ‘Save.’

• • To delete an unwanted comment, you click ‘Delete’

Click the link for more information  Discussion Pane

 

GL Coding

The GL Coding has been updated to have an updated look and feel.

becomes

New Drop Down Menu

Non-PO                               PO/AV

     

Apply Past Coding

becomes 

Open in New Window

becomes 

 

GL Coding Form Updates

Columns on the coding form are a default, uniform size for a user with no saved settings

•  Coding Form columns are now resizable.

Expanding the Account column

• You can save these changes for all future documents by using the Save Layout option under the gear icon on the Viewer Toolbar

• If the form is larger than the screen, a horizontal scrollbar is added

• Freeze column for Distribution Amount
  • If the number of columns on the Coding Form is wider than the width of the screen, the Distribution Amount column will be frozen to the right side of the screen, so that it is always visible.

Click the link for more information  Non-PO Invoices  &  Code an Invoice