View Documents Button

 The View Documents button, which is only enabled if your organization has licensed the K12Docs module, is used to view the documents that were previously uploaded (added) for a specific cash receipt in General Ledger; requisition, purchase order, or invoice in Accounts Payable; leave request (and FMLA leave request, if applicable) or payee in Payroll; asset in Fixed Asset Inventory; benefit or training event in Human Resources; or invoice, prepaid invoice, or payment in Accounts Receivable.  The documents can also be emailed from the View Documents screen, if desired. 

 The View Documents button will appear black if there are not any documents previously uploaded for a selected item.

  The View Documents button will appear green if there are documents previously uploaded for a selected item; or if in a batch of purchase orders or invoices, the View Documents button will appear green if there are documents previously uploaded for the selected item or related items (for example, if there are documents previously uploaded for an invoice or documents uploaded for a purchase order or requisition tied to the invoice, if applicable).

Steps to View Documents

Steps to Email Documents

Note:  The View Documents button is available with the following options:  Accounts Payable – Invoices, Purchase Orders, Receiving, Requisition Entry, Requisition Approvals, Requisition Inquiry (detail), Requisition Status, Purchase Order Inquiry (detail), Vendor Inquiry (detail); General Ledger – Cash Receipts, Cash Receipt Inquiry (detail); Payroll – Leave Request Entry, Leave Request Entry - FMLA, Leave Request Approvals (detail), Edit Leave Request Substitutes (detail), Leave Request Inquiry (detail), Payees; Fixed Asset Inventory – Add New Assets, Asset File Maintenance; Human Resources – Benefits, Training Events; and Accounts Receivable – Invoices, Prepaid Invoices, Payments, Customer Inquiry (detail).  The View Documents button is only enabled if your organization has licensed the K12Docs module and the user logged in has Full Access rights or Read Only Access rights for the particular screen (as defined within the User Security option).

Tip:  If desired, view the tutorial below demonstrating adding and viewing documents.  In order to view the tutorial, you must have an active Internet connection, along with a sound card and speakers installed on your computer.

Adding and Viewing Documents Tutorial