SC Strategic Solutions

General Information 18

• 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 9

• Metrofax: Overview
• Marketplace: Generate Amazon Marketplace Connection
• Marketplace: Overview
• Virtual Printer: Overview
• Box Details: 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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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
• Making an ACH Payment in SCView
• Virtual Payments: Overview
• Checks: Check On Demand
• Checks: HB 106 Compliance New Data Field Requirements

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eSigning 3

• eSigning: View Audit of a Request
• eSigning: Dashboard and Create a New Request
• eSigning: Edit an Existing Request

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 5

• 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

Financial Dashboard 5

• 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

Admin 4

• 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

Custom Forms 7

• Custom Forms: Filling Out Sensitivity Levels
• Custom Forms: Filling Out as Anonymous
• Online Forms: How to Fill Out Online Forms through SCView Portal
• What custom forms are currently available in SCView?
• Custom Forms: How Do I Enter a Custom Form?

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Form Campaigns 3

• Form Campaigns: Creating a Form Campaign
• Form Campaigns: Form Merge
• Form Campaigns: Deleting a Form Campaign

Dashboard 1

• Hiring: Hiring Dashboard

Jobs 4

• Hiring: Applying for a Job
• Hiring: How to Create and Publish Departments and Job Openings
• Hiring: Departments
• Hiring: Add Draft Support

Candidates 1

• Hiring: Candidates Page

Invoices 9

• Invoices: Approving Invoices
• Invoices: Submitting to USAS
• How do I submit an invoice from the previous fiscal year?
• How do I approve an invoice via email?
• How to Remove Duplicate Invoices

View all 9

Admin 3

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

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

View all 7

Admin 1

• Leave: Site Settings

Leave 6

• 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 0

Admin 1

• Manage Employees: Payroll Admin

Onboarding 2

• Onboarding: Manage Employees
• Onboarding: Submit New Employees to USPS

Manage Contacts 1

• Manage Contacts: Contacts Manager

Online Indexing 3

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

Admin 2

• Open PO Reports
• Change last PO number used

Purchase Orders 7

• PO Modify/Close/Note Request
• Refresh PO
• PO Details
• Can we use Multi-Vendor POs?
• 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

View all 16

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 13

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

View all 13

Admin 3

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

ProgressBook 2

• 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 6

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

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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

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Tax Docs 3

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

Users 12

• 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

View all 12

Groups 1

• Groups: Create New Group

Admin 5

• Workflow: Create & Edit
• Workflow: Add Approver to Queue
• Workflow: Workflow Summaries
• Workflow: Require Multiple Approvals in Same Queue
• Workflow: Editing Documents through User Permissions

Workflow 6

• 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

View all 6