Manage Documents Button

 The Manage Documents button is available on most screens in the School Accounting System and is used to open the K12Docs module in order to view and add documents directly within K12Docs.  The Manage Documents button is only enabled if your organization has licensed the K12Docs module and the Document Management User ID field is completed within the User Security option for the User ID of the user logged in.

Note:  If the Manage Documents button is clicked while a specific record is displayed (or selected) and there is a corresponding application (filing cabinet or drawer) for the applicable record type, the K12Docs module will open for the respective folder and application, providing the user has access to that application in K12Docs; otherwise, if there is not a specific record displayed, the K12Docs module will open and display the main K12Docs screen.