Getting Started with Continia Document Capture
Document Capture is an end-to-end solution for Microsoft Dynamics 365 Business Central that enables you to import, OCR-process, register, approve, and archive invoices and other business documents. It’s easy to sign up and get started, and there’s no need for complex integrations, as Document Capture is already fully integrated into Business Central.
The following pages provide a good overview of key Document Capture features as well as insights into the latest developments:
As Document Capture is built inside Business Central, the user interface will be familiar to existing users of Business Central. Some things will be unfamiliar to both new and experienced users though. To get help with anything you’re unsure about, check out one of the valuable resources listed below. Which resource to use depends on your situation:
- Continia Docs (this site) – the official Continia documentation site, which features a large number of helpful articles for beginners, IT professionals, and anyone in between
- Continia Learn – Continia's online learning platform with educational articles, videos, and exercises, completely free and accessible to anyone who's curious to know more about Document Capture and other Continia solutions
- Continia partners – the go-to point of contact for end users
- Continia PartnerZone – Continia’s dedicated learning portal exclusively for partners
All certified Continia partners are also official Business Central partners, and they’re all expert users of both Document Capture and Business Central in general. To find out more, see Resellers and Partners.
Only partners have access to the Continia PartnerZone and Continia Learn. As an end user, you’ll have to contact your existing Business Central partner for any queries that you can’t find answers to on Continia Docs.
Document Capture is an add-on that greatly enhances the user interface and functionality of Business Central. It does so by extending some of the standard Role Centers in Business Central, adding a whole new section that features a number of useful cues and action tiles.
This section, Continia Document Capture Activities, is divided into several cue groups, each of which contains multiple relevant cues or action tiles. The various cues relate to the OCR-processing, import, registration, and approval of invoices and credit memos, while the action tiles perform different tasks and operations when selected.
The following standard Business Central Role Centers have been extended with this section:
- Accounting Manager
- Accounts Payable Coordinator
- Business Manager
In addition to the above Role Centers, which have been extended by default, Continia partners can extend any additional Business Central Role Center with the Continia Document Capture Activities section as well. This is done using the page 6085573 CDC Doc. Capture Activities. If this is relevant to you, reach out to your Continia partner.
The free-trial option is only available to users of Business Central online.
If you’re thinking about subscribing, you can try out Document Capture for free for a 30-day trial period. To do this, simply go to Microsoft AppSource and search for Continia Document Capture. Choose the related link, and then select Free trial in the upper-left corner. This will install Document Capture, which is then ready for activation and setup using assisted setup guides.
You must be assisted by your Continia partner when activating any version of Document Capture, including trials. This ensures that everything is done correctly, and that you’re off to a good start with the app.
Once activated and set up, Document Capture can be used to its full extent at absolutely no charge for up to 30 days or until the maximum number of free-trial documents have been registered. Toward the end of the free-trial period, you’ll be asked if you’d like to subscribe to Document Capture in order to keep using it. If you decide to subscribe at any point during the trial period, you’re already up and running, and you can then continue your work and keep using the same data as in the trial period.
To learn more about trials and subscriptions, including information about sandbox environments, see Continia Document Capture Trials and Subscriptions. If you have any questions, please reach out to your certified Continia partner. For more information, see Where do I go if I have questions? and Resources for Help and Support.
If you have questions about functionality or are unsure about anything else in Document Capture, you may be able to find the answers you’re looking for in the actual user interface of the app. Most fields have an associated tooltip that describes the field in question, and which usually also includes a Learn more link for further information.
If you’re unable to find what you’re looking for in the tooltips, please contact your Continia partner or check out the other resources mentioned above under Get familiar with Document Capture.
You can always subscribe to Document Capture to get the full version of the app on a more permanent basis, with absolutely no limitations. If you like, you can subscribe right away and get started immediately, but you’re also very welcome to subscribe at any point during or directly following your free trial period. If you start off with a trial period, you’re already up and running at the time of subscription, and you can then continue working with the same data as in the trial period.
As mentioned above, you must be assisted by your Continia partner when activating any version of Document Capture, in order to ensure that you get up and running properly.
Continia offers a range of other useful apps that streamline and enhance Business Central, and which you should really know about. To find information about any of these, check out their individual entries here on Continia Docs. You can also find out more on the Continia website or by selecting the AppSource link either here or in the navigation bar at the top of this page.