Moving a document to another company

• 28/03/2025
• 6 minutter at læse

When you have multiple companies set up in Microsoft Dynamics 365 Business Central, you may sometimes want to move a document in Continia Document Capture from one company to another. This could be relevant if you’ve set up Document Capture to import all documents to one particular company, or if somebody by mistake sends a document to the wrong company.

For example, some organizations ask their vendors to send all purchase invoices to the same email address, from which the organizations can then manually distribute the documents to the intended recipient companies. In such cases – and other cases requiring manual transfer – the manual method described below can be used.

As detailed further below, it’s also possible to have incoming documents moved automatically to another company.

For app versions of Business Central, no matter which of the two methods you use, vendor and field recognition is carried out automatically for every document that's moved from one company to another.

Moving documents to other companies manually

To manually move a document from one company to another:

1. Choose the icon, enter Document Categories, and then choose the related link.
2. Select the code of the relevant document category – for example, PURCHASE – to open the document journal.
3. In the document list, select the document you want to move. Select the document line – not the number in the No. column, as this opens the document card.
4. In the action bar, select Actions > Functions > Move to Company.
5. On the Move to Company page, in the Name column, select the name of the company that you want to move the selected document to.
6. In the Document Category Code column, select the category code that you want to move the selected document to. If the same document category exists in the destination company, the category code is automatically filled out.
7. If the document transfer is successful, a dialog box confirms that the selected document has been moved to the selected company. Select OK to close the dialog box and return to the document journal.

If the document transfer is unsuccessful in step 7 above, a dialog box with an error message appears instead. The reasons for this may be:

• Document Capture wasn't activated or set up correctly in the destination company. To solve this, select OK to close the dialog box, and then make sure that Document Capture is activated and fully functional in all relevant companies.
• The configuration of the Import and Archive Emails field differs between the origin and destination categories. To solve this, align the configuration of the Import and Archive Emails field on the respective Document Category pages – under the Source Table and Fields section.

Moving documents to other companies automatically

As an alternative to moving documents manually, you can set up Document Capture to automatically forward incoming documents to the intended recipient companies immediately after import. In order to do so, follow these steps:

To set up automatic forwarding of documents:

1. Follow the guide in Setting up company identification texts to set up a number of company identification texts, that is, free-text keywords that you can map to specific companies.
2. Make sure that Document Capture has been activated and set up in both of the companies that you want to move documents between.
3. Choose the icon, enter Document Categories, and then choose the related link.
4. Open the relevant document category. For example, to open the purchase document category, select the PURCHASE line (not the PURCHASE code itself, as this opens the document journal), and then choose Edit in the action bar.
5. On the OCR Processing FastTab, enable the Auto Move to Company setting.

See also

Installing the Document Capture app
Setting up company identification texts