General FAQs

General Questions

• My Profile
• How To Log In
• Forgot Password
• How Do I Send Documents to DataServ?
• Change Your Password
• User Management

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Dashboard

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

Searches

• Grid Size
• Default Search
• Search Type Filters
• Advanced Search
• Refine Search
• Search Overview

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Document Viewer

• Audit Information
• Discussion Pane
• Thumbnail View
• Indexed Data
• Annotate Toolbar
• Viewer Toolbar

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AP Invoice Processing

• PO Invoices/AutoVouch
• Standard Published Searches
• Approver's Standard Published Searches
• Processor's Standard Published Searches
• Approval Email Notification
• Non-PO Invoices

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Quick Start

• What is Quick Start?
• Non-PO Invoices - Quick Start
• PO Invoices - Quick Start
• Potential Duplicates
• Vendor Not Found