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    Docs to Process
    • 02 Jul 2024
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    Contents

    Docs to Process

    • Updated on 02 Jul 2024
    • 1 Minute to read
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    Article summary

    This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release.

    The Document Library provides Users the ability to utilize Documents to Process directly from the Smart Ops window. The Document Library hosts all uploaded PDFs and/or scanned images of AP Transactions that can later be entered in to R365 by Restaurant Managers or other Users assigned to each document. 

    To learn more about Documents to Process, review these related training articles:

    Security

    Docs to Process Permissions are found in the Permission Tree as follows:

    These Permissions are for Smart Ops only and do not provide access to Docs to Process within 'Accounting'. 

    • Food

      • Docs To Process

        • View Docs to Process Within Document Library

        • View Docs w/Unassigned Location

        • Edit Docs to Process Documents

        • Upload Docs to Process Documents

        • Delete Docs to Process Documents


    These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

    All other Users (including non-users, such as Vendors) will have the ability to Upload Documents to Process via AP Automation or FTP when granted access to those Upload Methods (R365-generated email address and FTP site credentials, respectively).

    Navigation

    To access this page, first navigate to Smart Ops. In the left navigation pane, click 'Docs to Process' under 'Document Library' to open Documents to Process.

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