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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

  • Default Search
  • Search Columns
  • Search Overview
  • How to Search for Documents
  • Refine Search
  • Advanced Search
See all 9 articles

Document Viewer

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

Invoice Processing

  • Receipts Entered Workflow Button
  • Touches
  • Hot Batch
  • Confirm Workflow Button
  • Non-PO Invoices
  • PO Invoices/AutoVouch
See all 14 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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