Activating Continia eDocuments

This article explains how you activate Continia eDocuments. The activation is the first part of the overall setup process, which consists of the following steps:


If you're an existing user of Continia Document Capture, you must activate Continia eDocuments as described below under To activate Continia eDocuments. If you're a new user, it will be activated and set up for you automatically.

To activate Continia eDocuments

In order to activate Continia eDocuments and convert any existing XML templates, follow these steps:

  1. Choose the Search icon, enter Continia Feature Management, and then choose the related link.
  2. In the list of features, locate Continia eDocuments. In the Enabled column on the right side of the table, select the box to enable Continia eDocuments.
  3. A dialog appears, asking if you're sure that you want to enable the feature. Select Yes to confirm.
  4. The Continia eDocuments Wizard assisted setup guide opens. Select Next to start the guide.
  5. In the Import from dropdown menu, select the method you want to use to import your eDocuments configuration settings. Select Next to continue.
  6. The Continia eDocuments Wizard page opens. This allows you to copy your existing customer and vendor templates and convert them into templates that can be used with Continia eDocuments. Do one of the following:
    • If you want to copy and convert your existing templates, select Next in the lower-right corner of the page.


      Note that no existing templates will be deleted or replaced – they'll only be copied and then converted, and nothing will be lost.

    • If you don't want to copy and convert your existing templates but want a fresh start instead, enable the Do not copy and convert any XML templates toggle, and then select Next in the lower-right corner of the page. You can always copy and convert the templates later, if you change your mind.
  7. In the lower-right corner of the page, select Finish to complete the assisted setup guide.

Continia eDocuments has now been activated. To be able to start using it to send and receive business documents, you must also set it up. This process is described in Setting up Continia eDocuments.


If you choose to copy and convert existing templates in step 6 above, note that no XML master templates will be copied and converted – only supported XML templates (vendor templates). This is because the master template setup is different for Continia eDocuments: Continia eDocuments only requires one master template per document type (covering all electronic formats, such as PEPPOLBIS3 and OIOUBL), whereas until now there has been one master template per electronic format for every document type.

This also means that any configuration you may have previously carried out for existing XML master templates (for example, in terms of automatic matching or approval) must be performed again once you've migrated to Continia eDocuments. You only have to do this once though – then you're all set.