training.qcdocs.com

QCDocs Systems: Training

Get Started With QCDocs Systems. Your QCDocs sales representative will guide you through our installation process. Download Installation files. If you would like to make a request for a training video please email request@qcdocs.com. Setting Up A New Company. To help you get started, we provide Tutorials on the Basics. Logging Into The Portal. Status Bar and Menu. Adding and Removing Tags. Logging Into The Desktop. Acquire) Scanning Documents Into QCDocs. Filing) Drag or Paste Documents Into QCDocs.

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Get Started With QCDocs Systems. Your QCDocs sales representative will guide you through our installation process. Download Installation files. If you would like to make a request for a training video please email request@qcdocs.com. Setting Up A New Company. To help you get started, we provide Tutorials on the Basics. Logging Into The Portal. Status Bar and Menu. Adding and Removing Tags. Logging Into The Desktop. Acquire) Scanning Documents Into QCDocs. Filing) Drag or Paste Documents Into QCDocs.

<META> KEYWORDS

1 bookkeeper specific training

2 manager specific training

3 employee specific training

4 desktop installation

5 scansnap setup

6 printable quickstart guides

7 start learning

8 portal

9 key concepts

10 the instruction button

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bookkeeper specific training,manager specific training,employee specific training,desktop installation,scansnap setup,printable quickstart guides,start learning,portal,key concepts,the instruction button,the policy button,sorting grids,desktop,filing,sync

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QCDocs Systems: Training | training.qcdocs.com Reviews

https://training.qcdocs.com

Get Started With QCDocs Systems. Your QCDocs sales representative will guide you through our installation process. Download Installation files. If you would like to make a request for a training video please email request@qcdocs.com. Setting Up A New Company. To help you get started, we provide Tutorials on the Basics. Logging Into The Portal. Status Bar and Menu. Adding and Removing Tags. Logging Into The Desktop. Acquire) Scanning Documents Into QCDocs. Filing) Drag or Paste Documents Into QCDocs.

INTERNAL PAGES

training.qcdocs.com

1

QCDocs Systems: Training

http://training.qcdocs.com/tutorials/portal/policy.html

Every company has its own policies and workflows for accounting processes, such as expense reports and purchase orders. Click the Policy button to view the policy associated with the Accounting Form for details. How to attach policies.

2

QCDocs Systems: Training

http://training.qcdocs.com/tutorials/portal/keyconcepts.html

Documents are core to every accounting process, from purchasing a widget or selling a product to paying a vendor. Traditionally, these documents have been paper-based, making the processes surrounding them very slow. QCDocs uses Attributes to describe documents. Attributes are generally required information that lets QCDocs process documents and initiate workflows correctly. Some sample Attributes include:. Adding and Removing Tags.

3

QCDocs Systems: Training

http://training.qcdocs.com/tutorials/portal/messages.html

Instant messages can be sent throught the Desktop. A list of messages in your Inbox will be displayed. Select Sent Messages to view a list of messages you have sent. Select Compose to write a new message. Like the Desktop version, you can link documents in your message by putting the document id in square brackets. E.g. [ 11059].

4

QCDocs Systems: Training

http://training.qcdocs.com/tutorials/desktop/acquire.html

Acquire - Scanning Documents. QCDocs includes integrated scanning software for use with Twain compatible scanners. Proper configuration of the scanning functions is important to ensure that the QCDocs system works as efficiently as possible in your workflow processes. If you have a twain compatible scanner configured correctly, QCDocs will automatically detect the scanner and list it in the Device drop down field. If you have multiple scanners connected, please select the relevant scanner. Put the docume...

5

QCDocs Systems: Training

http://training.qcdocs.com/tutorials/portal/settings.html

The Settings page contains your user profile information and photograph. Most of these fields are used in the Corporate Directory. The Email work field is your primary email address and all QCDocs Alerts will be sent to this address. Please be sure that this address is entered correctly. Your position, Employee ID, and Department is edited through the Desktop Applciation. How to edit Personal Information. This is your username and cannot be changed. Click this link to change your password.

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Get Started With QCDocs Systems. Your QCDocs sales representative will guide you through our installation process. Download Installation files. If you would like to make a request for a training video please email request@qcdocs.com. Setting Up A New Company. To help you get started, we provide Tutorials on the Basics. Logging Into The Portal. Status Bar and Menu. Adding and Removing Tags. Logging Into The Desktop. Acquire) Scanning Documents Into QCDocs. Filing) Drag or Paste Documents Into QCDocs.

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