IDOCUMENTS SUPPORT GUIDE

 

The Support Guide describes to customers support services provided by Synantix designed to assist Synantix customers get the most from our support service. It also provides customers with an understanding of how support tickets will be dealt with and resolved.

Support Guide (pdf)

CRM PORTAL LOGIN

Click here for access to our customer support portal.

The iDocuments CRM Portal enables customers to register support tickets and track the status.

Login using your unique User ID and Password which is issued by iDocuments Support.

Online Resources

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PURCHASING


 

Purchase Orders

https://www.youtube.com/watch?v=kYibrFF3or8

Goods & Services Receipts

https://www.youtube.com/watch?v=DlKOQrGy2ak

Purchase Invoice Processing

https://www.youtube.com/watch?v=qSP3ZfIOn_o

Creating a PI Scan

https://www.youtube.com/watch?v=bE_jHi_S5XE

EXPENSES


 

Introduction to Expenses

https://www.youtube.com/watch?v=RCCErfLVIBo

HR, WORKFORCE AND TIMESHEETS


 

Resource Planning

https://www.youtube.com/watch?v=DL1a3yK8aoo

Project & Outlook Integration

https://www.youtube.com/watch?v=xQv7ZHhnLgc

PROJECTS


 

Resource Planning

https://www.youtube.com/watch?v=DL1a3yK8aoo

Project & Outlook Integration

https://www.youtube.com/watch?v=xQv7ZHhnLgc

SALES


 

Sales Contracts

https://www.youtube.com/watch?v=vV1a1p3FeCE

SYSTEM ADMIN


 

Creating Users

https://www.youtube.com/watch?v=9Yi0NMv9MxQ

Creating Workflows

https://www.youtube.com/watch?v=IcCiMF0Qytw

Creating a Proxy User

https://www.youtube.com/watch?v=78syIkDHREs

Creating Groups

https://www.youtube.com/watch?v=RCgrRii26-4

Contact Us

We welcome your comments and suggestions on the quality and usefulness of this documentation.

 

If you have any suggestions, questions, feedback or require any clarification on matters relating to this document or any aspect of iDocuments products or services then please email

 

support@synantix.com

COPYRIGHT

Copyright © Synantix Limited. All rights reserved. No part of the information in this website may be reproduced or transmitted in any form or for any purpose without the express permission of Synantix Limited. We endeavour to ensure that the information in this document is correct and fairly stated, but do not accept liability for any errors or omissions. The information contained herein may be changed without prior notice.

 

Some software products marketed by Synantix Limited and its distributors contain proprietary software components of other software vendors. iDocuments products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Synantix Limited. All other product and service names mentioned are the trademarks of their respective companies.

 

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