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  1. DataServ
  2. DataServ 101

DataServ 101

Access to resources centered around DataServ's standard offerings.

Dashboard

  • Dashboard Overview
  • Creating Tiles
  • Moving Tiles
  • Recommended Searches/Tiles by Role
  • Search Bar
  • Is there a limit on tiles?

Searches

  • New Search Screen Updates
  • Search Results Toolbar
  • Default Search
  • Search Columns
  • Search Overview
  • How to Search for Documents
See all 11 articles

Document Viewer

  • Audit Information
  • Discussion Pane
  • Thumbnail View
  • Indexed Data
  • Annotate Toolbar
  • Viewer Toolbar
See all 7 articles

Invoice Processing

  • Transfer Errors
  • Reject Workflow Button
  • Return to AP Workflow Button
  • Hold Workflow Button
  • Invoice Escalation
  • Receipts Entered Workflow Button
See all 19 articles

User Management

  • Steps to Set Up User to Approve
  • Setting Security Groups
  • Can You Update A User ID
  • User Management Overview
  • Create User & Clone User
  • Edit User
See all 13 articles

Matrix Management

  • Matrix Management Overview
  • Approval Matrix
  • Initial Routing Matrix
  • Confidential Vendors Matrix
  • Default Coding Matrix
  • Locations Matrix
See all 7 articles
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