FAQ

For each App, learn how to get started, manage your subscription or watch video tutorials.

SkyDoc

Getting Started

  1. What is SkyDoc?
  2. What is AWS?
  3. How long does SkyDoc take to Implement?
  4. SkyDoc VS Box
  5. What is SkyDoc Portal?
  6. Is the AWS subscription cost included in my SkyDoc purchase?

Bulk Email Invoices

Getting Started

  1. What is Bulk Email invoices?
  2. How long does Bulk email Invoices take to Implement?
  3. Bulk Email Invoices and NetSuite Consolidated Invoices

Vendor Statement

Getting Started

  1. What is Vendor Statement?
  2. How long does Vendor Statement take to Implement?

Inventory Count

Getting Started

  1. What is Inventory Count?
  2. How long does Inventory Count take to Implement?

Manage My Subscription

  1. SkyDoc User Manual
  2. SkyDoc Installation Process
  3. SkyDoc Upgrades
  4. SkyDoc Upgrade Process
  5. Best Practices
  6. New Hire Training Guidelines – Admin
  7. New Hire Training Guidelines – Non-Admin
  8. Roles and Permissions
  9. SkyDoc Folders
  10. What is Block Public Access?
  11. Merging Records
  12. Why Does SkyDoc Tab not Appear?

Manage My Subscriptions

  1. Bulk Email Invoices User Manual
  2. Bulk Email Invoices Upgrades
  3. Best Practices
  4. New Hire Training Guidelines

Manage My Subscription

  1. Vendor Statement User Manual
  2. Vendor Statement Upgrades
  3. Best Practices
  4. New Hire Training Guidelines

Manage My Subscription

  1. Inventory Count User Manual
  2. Inventory Count Upgrades
  3. Best Practices
  4. New Hire Training Guidelines

Tutorials

  1. How to Set Up AWS
  2. Drag and Drop
  3. Version Control
  4. Categories
  5. Create Categories
  6. Move/Copy Files
  7. SkyDoc Folders
  8. Create Folders
  9. Upload a Document to a Folder
  10. Give Portal Access to Folders
  11. SkyDoc Portal
  12. Give SkyDoc Portal Access
  13. Send a Document for Approval Through SkyDoc Portal
  14. Automatic Folders
  15. Approval timestamp
  16. Line level drag and drop in vendor bills
  17. Docusign integration
  18. Hide AWS credentials
  19. Email related transaction files
  20. Enable/disable approval workflow and file upload
  21. Line level view of files in expense reports and vendor bills
  22. CheckOut
  23. Add Note to Files
  24. Add Note to Record
  25. Line Level Drag and Drop
  26. Subsidiary Based Folders
  27. Search Files
  28. Attach Files
  29. Send SkyDoc Files Through Messages
  30. SkyDoc Gallery
  31. View Files
  32. Download Files
  33. View Files From Saved Search
  34. Folder Hierarchy
  35. Copy Parent Folder Permissions
  36. Create New Folders From Portal
  37. Default Folder Based on File Type
  38. File Privacy
  39. Video Preview
  40. Attaching Files to Entity
  41. Edit Folder Access Permissions
  42. View Message Files from Message Record
  43. Sign from Portable

Tutorials

  1. How to Set Up Bulk Email Invoices
  2. Consolidated Invoices
  3. Email Open Credit Invoice
  4. Date ranges for statements
  5. Dunning email templates
  6. Give access to BEI role
  7. Exclude Consolidated Invoices from BEI
  8. Excluded Invoices
  9. Automate sending of emails
  10. Open Credit Memo
  11. Send as Multi-Attach
  12. Include Customer Statement
  13. Select Email templates
  14. Select Email Author
  15. Select Email Source
  16. Enable Automation
  17. Memo Inline Edit
Tutorials

  1. Generate a statement during a particular time period
  2. Choice of email templates
  3. Filter by vendor category
  4. Filter by zero-balance transactions
  5. Filter by open transactions
  6. Choose to exclude aging balance from statement
  7. Multiple recipients (up to 10) for a statement
  8. Choose currencies to display in statement
  9. Works on NetSuite OneWorld
  10. Process up to 25 statements in one batch

Tutorials

  1. Item Worksheets
  2. Inventory Count Using CSV Import
  3. Count Items Using Item Scan Page
  4. Count Items in Configuration CSV
  5. Create Inventory Adjustments
  6. Inventory Count Screen
  7. Inventory Count Custom Record

  10. View Errors And Processed Records
  11. Schedule next count date
  12. Count Interval Feature to update Next count date periodically
  13. Option to filter Items based on Location/ Bin/ Item Name on worksheet
  14. Interface to monitor the imported or scanned item quantity variance
  15. Analytics to track counted items
  16. Unit of Measure
  17. Classifications on Item Worksheets