Steps to View File DocumentsThe View/Add File Documents option is only available to organizations with the K12Docs module licensed. With the View/Add File Documents option, employees are able to view their employee documents in Web Link that were scanned and are saved in K12Docs. Only the documents in the selected subfolders within the SUI_PR_Employees application in K12Docs (as designated within the Web Link Setup Options in the School Accounting System) can be viewed using the View/Add File Documents option.
If defined to do so within the Web Link Setup Options in the School Accounting System, employees are also able to use the View/Add File Documents option to upload documents in Web Link that need to be filed in their employee folder in K12Docs. Then the employee documents uploaded in Web Link are indexed and filed to K12Docs using the Process Employee Uploaded Documents option in Payroll and/or Human Resources. The system can be set up to send notification emails to specific users when employee documents are uploaded and waiting to be processed (indexed and filed to K12Docs).
Note: In order for the View/Add File Documents option to be available in Web Link, a user must be defined with rights to view/add file documents and have the Employee ID field completed (within the User Security option in the School Accounting System); and also the Web Link Setup Options must be completed to allow access to the desired subfolders within the SUI_PR_Employees application in K12Docs and allow employee documents to be uploaded, if applicable.
Note: In order to view the tutorial, you must have an active Internet connection, along with a sound card and speakers installed on your computer.
