SC Strategic Solutions

General Information 25

• General: Batch Printing
• General: My Profile
• General: My Chat Bubble is No Longer Showing
• General: Using Connectwise with MacOS
• General: How to Login to SCVIEW

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Misc Modules 8

• HRIS: Overview (Preview Feature)
• Metrofax: Overview
• Marketplace: Generate Amazon Marketplace Connection
• Marketplace: Overview
• Virtual Printer: Overview

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SCView FAQ 7

• FAQ: I submitted my Leave/Time Sheet to USPS but it hasn't processed. What happened?
• FAQ: Setup email/metrofax to go through your own SMTP server
• FAQ: Positive Pay
• FAQ: Recall a document
• FAQ: Time Sheets

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Admins 3

• Notifications: Overview
• Auditing: Overview
• Mail Manager: Overview

New Hire Guides 0

Admin 4

• ARI: Invoice Site Settings
• ARI: Receipts/Refunds Site Settings
• ARI: Change Ownership on AR Invoices
• AR Invoices: Add Manage Customers Button

Invoices 6

• ARI: Invoice Guide
• AR Invoices: Statement Creation
• AR Invoices: Mass Import/Create AR Invoices from Excel Spreadsheet
• AR Invoice: Batch Print - Display of Paid or Partially Paid
• AR Invoices: Summary Report

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Receipts 3

• ARI: Receipt Guide
• Receipts: Update Receipts
• Receipts: By User Dropdown

Refunds 1

• ARI: Refund Guide

Admin 0

Calendar 2

• Calendar: What is the Calendar module?
• Calendar: Calendar Manager Overview

Admin 2

• Checks: Site Settings
• Checks: User Permissions

Checks 8

• Checks: Overview
• Checks: Making an ACH Payment in SCView
• Virtual Payments: Overview
• Checks: Check On Demand
• FAQ: HB 106 Compliance New Data Fields for Checks

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eSigning 7

• eSigning: View Audit of a Request
• eSigning: Allow User to Self-Sign a Request
• eSigning: How to Make an eSigning Request from Search
• eSigning: Dashboard and Create a New Request
• eSigning: Edit an Existing Request

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Admin 5

• Mileage: Site Settings
• Mileage: Invoice Macro
• Expenses/Mileage: Site Settings
• Expenses/Mileage: User Permissions
• Expenses/Mileage: How to Update the Mileage Rate

Mileage 6

• Expenses/Mileage: How do I use the Mileage Manager?
• Expenses/Mileage: How Do I Use the Mileage Form?
• Workflow: Submitting Mileage to Create Invoice/Requisition
• Expenses/Mileage: Account Code Query
• Mileage: Copy To Target Configuration

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Financial Dashboard 12

• Financial Dashboard: Admin Users to Modify Report Category Descriptions
• Financial Dashboard: Overview
• Financial Dashboard: Creating a Custom Tab
• Financial Dashboard: HR Dashboard
• Financial Dashboard: Custom Tabs - Report Years

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Admin 5

• Custom Forms: Creating Drag and Drop PDF Templates
• Custom Forms: Document Type Manager Effective Permissions Report
• Form Group Manager: Adding Forms
• Form Group Manager: Deleting a Form or Form Group
• Document Type Manager: Overview

Custom Forms 8

• My Forms: Regenerate Image Button
• Custom Forms: Filling Out Sensitivity Levels
• Custom Forms: Filling Out as Anonymous
• Online Forms: How to Fill Out Online Forms through SCView Portal
• Custom Forms: Custom Forms that are currently available in SCView

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Form Campaigns 5

• Form Campaigns: Form Campaign Manager
• Form Campaigns: Form Merge
• Form Campaigns: Deleting a Form Campaign
• Form Campaigns: Creating a Form Campaign
• Form Campaigns: Monitor and Update Campaign

Dashboard 1

• Hiring: Hiring Dashboard

Jobs 6

• Hiring: Applying for a Job
• Hiring: Search and Right Click Options
• Hiring: Departments
• Hiring: Add Draft Support
• Hiring: Departments Overview

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Candidates 1

• Hiring: Candidates Page

Invoices 9

• Invoices: Approving Invoices
• Invoices: Submitting to USAS
• Invoices: Submitting Invoices from Previous Fiscal Year
• Invoices: Approving Invoices via Email
• Invoices: How to Remove Duplicate Invoices

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Admin 4

• IPDP: Site Settings
• IPDP: IPDP Admins - Ability to Delete Multi-User Activity
• IPDP: Apply Activity Hours to More than One User
• Certification Templates: Overview

IPDP 7

• IPDP: Create IPDP Plan
• IPDP: Add/Remove Activity Hours
• IPDP: Add Pre-Approval Activity Hours
• IPDP: Add Evaluation
• IPDP: Add Expenses to IPDP Activity Items

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Admin 3

• Leave: Site Settings
• SmartSub: Admin Site Settings
• Leave: Job Calendar Report Setup in USPS

Leave 9

• Leave: Leave Manager Guide
• Leave: How to Use the Leave Form
• Leave: Undo Leave Submitted to USPS
• Leave: Submitting Leave as Future Pay
• Leave: Leave Mgr - Add Email Column

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SmartSub 1

• Leave: Submit a Leave Requests with SmartSub

Admin 1

• Manage Employees: Payroll Admin

Onboarding 5

• Onboarding: Submit New Employee to USPS
• Onboarding: Manage Employees Grid
• Onboarding: Employee Invitation - Send from Workflow
• Onboarding: Submit New Employees to USPS
• Onboarding: Manage Employees New Invites

Manage Contacts 2

• Manage Contacts: Contacts Manager
• Manage Contacts: Import Contacts

Online Indexing 3

• FAQ: Online Indexing
• Online Indexing: Overview
• How to delete documents from Online Indexing

Admin 2

• Purchase Orders: Open PO Reports
• FAQ: Change Last PO Number Used

Purchase Orders 7

• Purchase Orders: Modify/Close/Note Request
• Purchase Orders: Refresh PO
• Purchase Orders: Overview
• FAQ: Purchase Orders
• FAQ: I need to make a change to a PO that is in USAS. How do I fix?

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Admin 2

• Requisitions: Change System to Next Fiscal Year
• Requisitions: Site Settings

Requisitions 17

• Requisitions: Create a Requisition
• Requisitions: Converting Requisitions to Purchase Orders
• Requisitions: Copy Requisition
• Requisitions: Create a Requisition as Anonymous User
• Requisitions: Mass Change PO or Invoice Date on Confirmation Screen

View all 17

Guides 16

• SCScan: Manual
• Scan: Easily Find a Document Missing an Index
• Scan: Update MySCView and USAS Password
• SCScan: How to import files and folders
• SCScan: Using an Invoice multiple times

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Admin 4

• Search: Merge Documents
• Search: How to Setup User Search Filters
• Search: How to View if an Email Was Sent Out
• Search: How to Resend an Email

Search 16

• Search: Send Document to Workflow
• Search: Emailing from Search
• Search: Copy or Cut & Paste to Create New Document
• Search: OCR Search Functionality
• Search: Overview

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Admin 3

• Student Registration: How do I Import Student Contacts?
• Student Registration - ProgressBook Site Settings
• Student Registration: Portal Customization

ProgressBook 2

• Student Registration: How do I use the ProgressBook Registration Confirm Screen?
• Failed Submission to DASL (Progress Book)

Student Registration 6

• Student Manager – Workflow
• Student Manager – Forms Tab
• Student Manager: Students Tab
• Student Manager: Packets Tab
• Student Manager: Forms Tab

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Admin 7

• Time Sheets: Adding Custom Pay Periods
• Time Sheets: User Settings
• Time Sheets: Special Projects Admin
• Time Sheet: Site Settings
• Time Sheets: Special Projects

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Time Sheets 6

• Time Sheets: Time Sheet Manager
• Time Sheets: Submitting Time Sheets for Approval
• Time Sheets: How do I use the Time Clock Widget?
• Time Sheets: Export for USPS Import
• FAQ: Time Sheets

View all 6

Tax Docs 3

• Tax Docs: How to Print My W-2
• Tax Docs: How to Upload and Print
• Tax Docs: User Permissions

Users 13

• User Manager: Display Inactive or Deleted Users with Restore Option
• Users: Creating Signatures/Annotations with Paired Items
• Users: Default Group
• Users: Add and Edit
• Users: Disable User Account

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Groups 1

• Groups: Create New Group

Admin 6

• Workflow: Create & Edit Workflows
• Workflow: Add Approver to Queue
• Workflow: Workflow Summaries
• Workflow: Queue Action Minimum Clicks Setup
• Workflow: Editing Documents through User Permissions

View all 6

Workflow 10

• Workflow: Sync Button Functionality
• Workflow: How do I Approve, Return, or Reject?
• Workflow: Overview
• Workflow: Archiving to Personnel Files
• Workflow: Submitting Leave Request to SmartSub

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Records Retention 4

• Retention: Configuring Retention Policies
• Retention: Expired / Queued / History Tabs
• Retention: Manager Access (Department vs Global)
• Retention: Audit History and Compliance Tracking