Selected Setup and User Guides
Wondering what Continia Document Capture is all about? The tables below provide a selection of useful links to setup and user guides that show you how to carry out various business processes, including installation and configuration. Simply go to the relevant table(s) and select the entries that apply to your situation.
Installation and configuration for cloud
| To | See |
|---|---|
| Install Continia Document Capture in a Business Central online tenant | Guide |
| Submit documents to start working with them | Guide |
| Set up the Continia Web Approval Portal for approval | Guide |
Installation and configuration for on-premises
| To | See |
|---|---|
| Install ABBYY and Document Capture services | Guide |
| Import fob objects into Business Central | Guide |
| Install extensions in Business Central | Guide |
| Install client and server components | Guide |
| Activate Document Capture | Guide |
| Configure basic Document Capture settings | Guide |
| Configure email addresses for on-premises OCR processing | Guide |
| Change the default document file storage setting | Guide |
| Configure advanced OCR settings | Guide |
| Learn how and when to export OCR configuration files | Guide |
| Install the Continia Web Approval Portal on a local server | Guide |
| Set up the Continia Web Approval Portal – hosted on-premises | Guide |
| Set up the Continia Web Approval Portal – hosted by Continia | Guide |
Documents and templates
| To | See |
|---|---|
| Submit documents to Document Capture | Guide |
| Import documents to start working with them | Guide |
| Learn how to work with PDF documents | Guide |
| Set up document posting accounts | Guide |
| Recognize document lines | Guide |
| Set up posting accounts for lines | Guide |
| Set up document purchaser and approver | Guide |
| Learn how to split and merge documents | Guide |
| Add fields to a template | Guide |
| Understand the template card | Guide |
| Learn how to work with XML documents | Guide |
| Search for documents | Guide |
Order and receipt matching
| To | See |
|---|---|
| Match purchase invoices to orders | Guide |
Purchase approval
| To | See |
|---|---|
| Set up approval emails | Guide |
| Set up users | Guide |
| Learn about working with documents for approval | Guide |
| See how to add comments and attachments to documents | Guide |
| Approve documents on the Continia Web Approval Portal | Guide |
| See how to add comments and attachments in the Continia Web Approval Portal | Guide |