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:


The Permissions listed here are associated with Documents to Process. These Permissions can be added to Custom User Roles or single Users. Learn more about managing Permissions and Custom User Roles here.

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

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

  • 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


The Permission Access report can be used to determine which User Roles or Users already have these Permissions assigned.


Learn more about User Setup and Security here.

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).


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.