Adding a Document for a Requisition, Purchase Order, Leave Request, or Cash Receipt

If the organization has licensed K12Docs, documents can be attached (uploaded) for a requisition, purchase order, leave request, and/or cash receipt if defined to do so within the Web Link Setup Options.  

How to add a document for a requisition, purchase order, leave request, or cash receipt:

Note:  The file size of the document to upload cannot be greater than 50MB.

1. From within the applicable screen, select to view the record for which to add a document, and then click the Documents button located at the bottom of the screen and select Upload New.

   Note:  The Documents button only appears if the organization has licensed K12Docs and the particular screen has been defined within the Web Link Setup Options to allow users to add and view documents.

2. Complete the Upload Document screen:

   • If desired, enter a description for the document in the Description field.

   • If applicable, enter the date listed on the document in the Date field.

   • Click the Upload a File link to select the correct path (drive and folders) and file name of the document to upload, or drag and drop the file into the appropriate area.

     Note: If needed, multiple files can be selected to upload at one time, and will all be uploaded as separate files using the same description and date as specified.

   • Select the Convert Document to Tiff field to have the file saved as a TIFF file when uploading. This field will be selected by default and disabled if the Automatically Convert Documents to TIFF field is selected in the System File.  

     Tip: If this field is selected, only documents with the following extensions are saved as TIFF files:  .PDF, DOC, .DOCX, .TXT, .RTF, .HTM, and .HTML.

   • Click the Upload button.

3. The document is uploaded for the specified record.