Setting up customers and vendors for Continia eDocuments

• 31/03/2026
• 9 minutter at læse

Once you've activated Continia eDocuments and set it up, you must set up your vendors and/or customers to use it. This process is described in the sections below.

Checking a business partner's eDocument receiving capabilities

Although you can take for granted the fact that a customer or vendor you're doing business with is able to physically receive documents, it's not always clear if they can also receive eDocuments. However, Continia eDocuments allows you to do just that: check if the customer/vendor you need to send an eDocument to is capable of receiving it.

To enable this feature:

1. Search () for and select Continia eDocuments Setup.

2. On the Automations FastTab, enable the Update Documents Receiving Capabilities setting.

3. The status of Update Documents Receiving Capabilities changes to Ready, indicating that the task responsible for updating the eDocuments participation cache is running.

   Bemærk

   The receiving capabilities cache is refreshed every two weeks.

You can now verify if a customer or vendor is part of an eDocuments network. The instructions below use vendors as an example:

1. Search for () and select Vendors.
2. On the Vendors page, click Related > Vendor > Continia eDocuments Vendor Setup.
3. If the eDocuments Receiving Capabilities FactBox is empty, click Recheck eDocuments Receiving Capabilities on the action bar. Once the FactBox is populated, you can go through the types of document the vendor can receive – and via which network.

Additionally, if you attempt to send an eDocument to a customer or vendor who's unable to receive it, an error is shown to indicate why. For example, the receiver might not be registered on the network.

Setting up customers and vendors

There are two ways to set up business partners, so their network connection settings match the settings configured on your end.

The recommended way is to use the eCandidates feature, which offers automatic discovery and network registration of participants. Identified participants can then be connected individually or in batches, considerably speeding up the process.

However, it’s also possible to manually set up customers and vendors. Both methods are covered here.

To automatically set up customers and vendors

1. Search () for and select eCandidates.

2. If you don’t see any eCandidates in the table, click Refresh > Refresh List with Customers/Refresh List with Vendors on the action bar.

3. Before selecting a connection method, check the values under the Network Registrations column – as you might have eCandidates registered in different networks.

4. Select the desired eCandidates and, on the action bar, click Connect. Alternatively, click Batch Connect on the action bar to connect all listed eCandidates in one go.

5. In the Connect eCandidates dialog box, select a value for Output Profile. This value must be tied to a valid sender profile, otherwise you’re asked to select one. Note that, if using the batch connect method, all eCandidates must be registered in the same network selected in From Participation – and they must be able to receive the format shown in Electronic Format.

6. A dialog box confirms how many, if any, eCandidates have been connected. If needed, go through the process again using a different value for Sender Profile.

You're now ready to use Continia eDocuments to send electronic documents to the connected business partners.

To manually set up customers

1. Search () for and select Customers.

   Tip

   Alternatively, click Customers on the navigation bar on the Role Center.

2. On the Customers page, in the list of customers, click the name of the customer you want to set up to use Continia eDocuments. This opens the Customer Card.
3. On the eDocuments FastTab, using the Sender Profile field, specify how you as a vendor would like to exchange documents with the selected customer. This setting encompasses the electronic format and send-from participation. For more information on participations, see Setting up the Continia Delivery Network.
4. In Recipient Type, select the type of ID within the network with which the recipient can receive electronic documents. E.g.: VAT.
5. In Scheme ID, select the scheme associated with the recipient type. E.g.: GB:VAT.
6. In Recipient Type, select the value that identifies the customer.

You're ready to use Continia eDocuments to send electronic documents to this customer.

To manually set up vendors

1. Search () for and select Vendors.

   Tip

   Alternatively, click Vendors on the navigation bar on the Role Center.

2. On the Vendors page, in the list of vendors, select the name of the vendor you want to set up to use Continia eDocuments. This opens the Vendor Card.
3. On the eDocuments FastTab, using the Sender Profile field, specify how you as a customer would like to exchange documents with the selected vendor. This setting encompasses the electronic format and send-from participation. For more information on participations, see Setting up the Continia Delivery Network.
4. In Vendor ID Type, select the type of ID within the network with which the vendor can receive electronic documents. E.g.: VAT.
5. In Scheme ID, select the scheme associated with the vendor ID type. E.g.: GB:VAT.
6. In Vendor ID Value, select the value that identifies the vendor.

Bemærk

If you selected VAT or GLN as the vendor ID type, the Scheme ID and Vendor ID Value fields are automatically set, based on your selection and the related metadata available in the Continia Delivery Network. Therefore, they can't be edited.

7. On the General FastTab, go to Document Sending Profile and select CONTINIAEDOCUMENTS.

You're ready to use Continia eDocuments to send electronic documents to this vendor.