General FAQs

General Questions

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

See all 8 articles

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

See all 8 articles

Document Viewer

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

See all 7 articles

AP Invoice Processing

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

See all 7 articles