Managing Continia solutions (online)

From the Continia Solution Management page, you can manage all Continia solutions and modules in one place. This includes starting or stopping a subscription, managing installed modules, and updating your invoicing and partner details.

To activate a solution

When you activate the solution for the first time, assistance from a Continia partner is required. During the initial activation guide, the partner logs in using their Continia credentials to help complete the setup.

To activate a new subscription or change from a trial to a subscription:

1. Search () for and select Continia Solution Management.
2. Select the solution you want to activate or update.
3. On the action bar, click Manage Subscription.
4. In the assisted setup guide, in the Activation mode field, click Start Subscription.
5. Follow the instructions.

If a client credential generation error occurs during the activation process:

1. On the action bar of the Continia Solution Management page, click Actions > Advanced > Subscription Administration.
2. On the Cloud Subscription Management page, click the () icon > Personalize in the top-right corner.
3. On the action bar, click Actions > Delete All Activations > Show to make this action visible.
4. In the personalization banner, click Done.
5. Click Actions > Delete All Activations and try the activation procedure again.

To deactivate a solution or cancel your subscription

There are two ways to stop using a Continia solution, and they have very different effects. Choose based on what you want to stop:

• Use Deactivate App when you want to stop using a solution in a specific company while continuing to use Continia in other companies or solutions. This affects only the selected company and does not change your subscription.
• Use Cancel Subscription when you want to discontinue Continia altogether. This applies to all companies in the environment and ends your subscription.

To deactivate a solution for a company

You can deactivate a Continia solution for a single company without affecting the overall subscription or other companies in the environment. This is useful when a solution is no longer needed in a specific company, but should remain active elsewhere.

When you deactivate a solution:

• Applies only to the selected company
• Does not cancel your subscription
• Does not affect other companies or solutions

To deactivate a solution:

1. Search () for and select Continia Solution Management.
2. In the list of installed Continia solutions, select the solution you wish to deactivate.
3. On the action bar, click Actions > Advanced > Deactivate App.

To cancel your subscription

Use this option when you want to stop using Continia services completely.

When you cancel your subscription:

• Applies to all companies – the cancellation affects the entire environment.
• Ends your use of Continia services – you can no longer use Continia features after cancellation.
• Billing for usage – you’re billed for usage during the month of cancellation or the minimum monthly fee.
• Access to existing data – you still have access to previously processed data, including images and PDF files.

To cancel your subscription:

1. Search () for and select Continia Solution Management.
2. Select the solution.
3. On the action bar, click Cancel Subscription.
4. Follow the instructions.

To enable or disable modules

To enable or disable a module:

1. Search () for and select Continia Solution Management.
2. In the list of installed Continia solutions, select the solution for which you want to enable or disable modules.
3. On the action bar, click Manage Modules.
4. Follow the instructions in the assisted setup guide to turn modules on or off.

To activate a trial module

When you have an active subscription, you can try certain modules free for 30 days. This option is currently only available for a limited number of specific modules, but it may be extended to more modules in the future.

To start a trial:

1. Search () for and select Continia Solution Management.
2. In the Subscription Modules FactBox, locate the relevant module.
3. Click to open the dropdown menu for the module, and then click Start Trial to activate the module in trial mode.

To stop a trial, click Stop Trial instead.

To update company information

On the Continia Solution Management page you can view or change your company information. This includes the company's address, contact details, VAT number, and customer account number.

To view or update company information:

1. Search () for and select Continia Solution Management.
2. In the list of installed Continia solutions, select the solution for which you want to update invoicing details.
3. On the action bar, click Update Company Information.
4. Update the relevant fields and click Update.

To transfer the partner of record

When you turn on Update all Continia Solutions, the partner details you provide are applied to all installed Continia solutions, even if individual solutions previously used different partner information.

To switch to a new Continia partner:

1. From within the organization's environment, search () for and select Continia Solution Management.
2. In the list of installed Continia solutions, select the solution for which you want to update partner details.
3. On the action bar, click Update Partner Information.
4. Enter your Continia PartnerZone credentials.
5. Click Update.

To copy a company

The following instructions apply only to cloud instances. For on-premises environments, see the on-premises version of this article for instructions on how to copy a company.

To safely create a company based on another company in a production or sandbox environment:

1. Copy the company, and give it a new name. For details on how to do this, see Copy a company (Microsoft article).
2. When you're done copying the company, choose the company switcher icon and select your new company.
3. Search () for and select Continia Solution Management.
4. In the list of installed Continia solutions, select the solution you wish to activate.
5. On the action bar, click Activate Solution and go through the setup – making sure to either activate as Trial in a Sandbox or as Trial or Subscription as required in production.
6. Search () for and select Set Up [Name of the Solution].
7. Complete the assisted setup.

Copying a company

The following instructions only apply to cloud instances. For instructions on how to copy a company on-premises, see Managing solutions.

To safely create a company based on another company in a production or sandbox environment:

1. Copy the company, and give it a new name. For details on how to do this, see Copy a company (Microsoft article).
2. When you're done copying the company, choose the company switcher icon and select your new company.
3. Search () for and select Continia Solution Management.
4. In the list of installed Continia solutions, select the solution you wish to activate.
5. On the action bar, click Activate Solution and go through the setup – making sure to either activate as Trial in a Sandbox or as Trial or Subscription as required in production.
6. Search () for and select Set Up [name of the Solution].
7. Complete the assisted setup.
8. Search () for and select Export OCR Configuration Files.