Detailed Changelog for Continia Document Capture 2021 R1

This article lists all new features and bug fixes for each version of Continia Document Capture 2021 R1.

Document Capture 2021 R1, service pack 1

Released: April 7, 2021
App version: 7.1
FOB version: 7.01


Functional areaDescription
Documents and TemplatesDocument Capture now supports the "Feature Update: Conversion templates to convert contacts to vendors and employees" feature introduced in Microsoft Dynamics 365 Business Central 2020 release wave 2 (BC17) when creating new vendors or customers from the Document Capture Journal.
General ApplicationIn multiple captions, we have replaced "NAV" with "BC" for objects used with BC14 or newer versions.
Platform and TechnologyThe Continia Web Approval Portal has been updated to version 1.17.1.
Platform and TechnologyThe Document Capture Service has been updated to version 7.00.
Platform and TechnologyWith Document Capture 2021 R1 service pack 1 (7.01), we have released Document Capture for Microsoft Dynamics 365 Business Central 2021 release wave 1 (BC18).
Purchase DocumentsFrom Document Capture Setup, it is now possible to control if the standard Business Central fact boxes "Attach Documents" and "Incoming Documents" on the Purchase Invoices and Purchase Credit Memos are always shown. This applies to BC15 and newer versions.

Bug fixes for Document Capture 2021 R1, service pack 1

Released: April 7, 2021
App version: 7.1
FOB version: 7.01


Functional areaDescription
Documents and TemplatesOn documents with lines recognized: When enabling "Match Unit Cost" under "Line Matching" on the template card, the matching parameters, "Unit Cost - Variance Amt (LCY)" and "Unit Cost - Variance %", would not become visible until the template card was closed and reopened. The visibility of the two fields is now updated immediately when changing the value of "Match Unit Cost".
Documents and TemplatesAdded actions for document attachments on the Document Card and Document Journal (NAV 2009).
Document ApprovalWhen Advanced Approval was enabled, and when at the same time applying an Approval Flow code, a mixture of the two approval methods was used. It was never intended to support the combination of Advanced Approval and Approval Flow simultaneously. We have now disabled the use of Approval Flows and hidden the Approval Flow Code field on the invoice and credit memo pages when Advanced Approval is enabled.
Document ApprovalWhen trying to approve entries in the approval portal, the following error could occur:
  • The length of the string is "String Length", but it must be less than or equal to 1024 characters. Value: "String Value"
Document ApprovalThe Amount in approval entries could be wrongly calculated (doubled) if another add-on manipulated the VAT amount lines on the document.
General ApplicationThe following error message was displayed when you tried to open Manual Setup. :
  • You do not have the following permissions on CodeUnit 'CEM Business Setup Management' : Execute
General ApplicationThe Ready to Import tile in the Document Capture Role Center was not updated with the Continia Delivery Network documents in the web clients or Business Central clients.
General ApplicationHaving auto-generation of rules enabled on a template field and recognizing a value exceeding 250 characters could cause an error message similar to:
  • The length of the string is "XXX", but it must be less than or equal to 250 characters. Value: [0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0..."
The error message has been updated to show the following:
  • This field has auto rule generation enabled. You cannot generate rules that exceed 250 characters.
General ApplicationThe following error message was displayed when using Approval Flow codes and when the user only had access to one company:
  • Continia User: Access is denied to company "Company Name".
General ApplicationAction "Upgrade Data to Latest Version" has been removed in App versions of Document Capture because the upgrade is handled automatically.
Order & Receipt MatchingThe wording of the match message created for a document with lines recognized and matched within document-wide (total amount) variance has been changed.
Message before:
  • Completely Match "Matched Document numbers".

New message:
  • Completely matched within document variance "Matched Document numbers".
Order & Receipt MatchingWhen matching against purchase order lines or purchase receipt lines related to a production order, the following error occurred if the item on the line had tracking requirements:
  • Matched Quantity for item "Item No." on "Purchase Document Header Name" "Purchase Document No." Line "Purchase Line No." differs from Matched Quantity on Item Tracking Entries.
Order & Receipt MatchingWhen matching against a purchase receipt line with tracking, where base quantity had more than 5 decimals, the tracking was not always copied from the receipt line.
Furthermore, when trying to apply the tracking, the following confirmation message would pop up:
  • The corrections cannot be saved as excess quantity has been defined. Close the form anyway?
Order & Receipt MatchingWhen trying to match order lines that had order tracking or reservation entries, the following error occurred:
  • Match to Order is not supported for items with purchase inbound tracking enabled or for order lines where tracking lines exists.
Order & Receipt MatchingMicrosoft Dynamics 365 Business Central 2021 release wave 1 (BC18) includes the following feature: Feature Update: Use tracking by package number in reservation and tracking system Unfortunately, the feature is not yet supported when using Document Capture. We will support the feature in an upcoming service pack.
Platform and TechnologyThe following objects was released in DC7.00 with the wrong version in the Version List:
  • Page 6085800 CDC Approval Comments ListPart
  • Page 6086078 CDC App. Entr. by App. Listpar
Platform and TechnologyWhen not having the XML Import granule in the License and posting a Sales Document the following error occurred:
  • You do not have the following permissions on CodeUnit CTS-CDN Subscriber Mgt.: Execute.
Platform and TechnologyThe following External Procedures have been removed:

Codeunit 6086239 CTS-CDN DO Page Helpers:
  • IdTypeLookup2
  • GetCDNParticipDisplayName2
  • ValidateParticipInfo
  • ValidateParticipIDValue
  • CDNParticipationLookup
  • ShowCDNParticipation2

Codeunit 6086225 CTS-CDN Document Output Mgt.:
  • IsCDNActive

Document Capture 2021 R1, hotfix 1

Released: March 1, 2021
App version: 7.0.0.1
FOB version: 7.00.01


Functional areaDescription
General ApplicationWhen importing PDF Documents using Cloud OCR, the following error occurred:
  • Invalid format of GUID string. The correct format of the GUID string is: CDEF7890-ABCD-0123-1234-567890ABCDEF where 0-9, A-F symbolizes hexadecimal digits.
Platform and TechnologyThe following object was (by mistake) left out of the 7.00 release, it is included in this release:
  • OBJECT Codeunit 6086215 CDC CDN Proxy Implement.
Platform and TechnologyThe Core objects mentioned in the 7.00 changelog are included in this release with the correct version numbers.

Document Capture 2021 R1

Released: March 1, 2021
App version: 7.0.0.0
FOB version: 7.00.00


Functional areaDescription
Documents and TemplatesAdded an action to the Template Fields Subpage, which allows the user to copy a template field from a Master template to all templates created from that specific Master Template.
Documents and TemplatesIt is now possible to force the registration of documents. A new "Force Register" button is added to the actions ribbon in the Document Journal. The "Force Register" button is only visible for users allowed to force the registration of Document Capture documents. A new field, "Allow Force Registration", used for controlling which users are authorized to force register documents, is added to the Continia User Setup card and list.
Documents and TemplatesAdded the possibility to attach additional files to unregistered documents in the document journal. The attached files will be associated with the created document when registering the OCR document in the journal. The attachments will be moved to the created purchase documents during registration.
Documents and TemplatesDocument Capture now supports the new "Item Reference" table introduced as a feature in BC17.
Document ApprovalAdded support for the IC fields "IC Partner No.", "IC Partner Ref Type", and "IC Partner Ref No." on the Continia Web Approval Portal. To display the new Intercompany fields in the Web Approval Portal, you must enable "Intercompany Fields" on the Web Approval page.
Document Approval"Unit Cost" and "Line Amount" from the purchase order have been added as optional columns on page "CDC Purch. Approval Entries".
Document ApprovalWe have added the possibility to choose whether an "Out of Office" (OOO) approval sharing record should be copied to all companies when setting up out of office from the approval entries list. We have also updated the functionality to enforce the following rules:
  1. After an OOO is inserted/modified, this will be the only OOO left in the company (for the owner of the OOO).
  2. If a user changes or inserts an OOO with "Copy to all Companies" = TRUE, the OOO will be copied to all companies available to the user and will be the only OOO for the owner in each company.
  3. If a user changes or inserts an OOO with "Copy to all companies" = FALSE, that will be the only OOO for the owner in that company. All other companies are not affected.
  4. If a user deletes an OOO with "Copy to all Companies" = FALSE, there will be no OOO left in that company (for the OOO owner). All other companies are not affected.
  5. If a user deletes an OOO with "Copy to all Companies" = TRUE, there will be no OOO left (for the OOO owner) in all companies available to the deleting user.
The 5 rules apply to OOO changes made in the Approval Sharing list and the "Out of Office" Setup page, which is available from the Approval Entries page.

If multiple sharings are needed, back-office staff can still configure multiple approval sharing setups by using sharing type = Normal (not OOO).
General ApplicationDocument Capture will show a notification in the Role Center if one or more assisted setups are incomplete. The user can choose to display a list of the incomplete setups or decide not to show this notification again. Two new actions, Assisted Setup and Manual Setup have been added to the Document Capture Setup page. Each action opens a list of available setup areas, providing direct access to the relevant setup pages.
General ApplicationWe have added the option to open related OCR documents (pdf) directly from the Vendor Ledger Entries and General Ledger Entries pages. Please note, the feature is only available in BC15 and newer versions (page extension), as we do not want to change standard NAV/Business Central objects.
General ApplicationThe Document Capture profile is now automatically created when completing the Setup Wizard.
Platform and TechnologyThe Continia Web Approval Portal has been updated to version 1.17.0.
Platform and TechnologyMost functions have been made internal in Document Capture 2021 R1 (7.00). For details and to request that a function is made external, please see the following article. https://continia.zendesk.com/hc/en-us/articles/360018499999-Important-notice-about-internal-functions-in-the-next-versions-of-our-products
Platform and TechnologyIn Document Capture 2021 R2 (8.00), we plan to limit the number of pages that can be processed to a maximum of 500 pages.
Platform and TechnologyAltered EWS setup for document categories enabling you to configure one authentication email for all email accounts checked by the Document Capture service.
Platform and TechnologyWith the release of Document Capture 2021 R1 (7.00), we continue to support the following Dynamics NAV/Business Central Clients: 3.70.00 / 4.00.00 / 4.00.01 / 4.00.02 / 4.00.03 / 5.00.00 / 5.00.01 / 6.00.00 / 6.00.01 / 6.00.10 / 7.00.00 / 7.10.00 / 8.00.00 / 9.00.00 / 10.00.00 / 11.00.00 / 13.00.00 / 14.00.00 / 15.00.00 / 16.00.00 / 17.00.00

Please note, when we release Document Capture 2021 R2 (8.00) in September 2021, we will not support the Dynamics NAV 2009 RTC (role tailored client).

We will still support the NAV 2009 classic client, and for Dynamics NAV 2013 and newer versions will still support the RTC. Even though we will not support the Dynamics NAV 2009 RTC in Document Capture 2021 R2 (8.00), we will continue to support the Dynamics NAV 2009 RTC in service packs released for Document Capture 2021 R1 (7.00).
Platform and TechnologyThe following events are added to the solution:

Codeunit 6085706 CDC Purch. – Register
  • OnBeforeCreateWithMatchGetPurchLine (in function CreateWithMatch).
Codeunit 6085770 CDC Sales - Management
  • OnBeforeGetDocType
Codeunit 6085808 CDC Document No. Series Mgt.
  • OnBeforeGetMainNoseriesCode
Platform and TechnologyThe following events have been renamed:

Codeunit 6085709 CDC Purch. Doc. – Management
  • OnBefAutoMatchSetDocMatchStatu has been renamed to OnBeforeAutoMatchSetDocumentMatchStatus
  • OnBefAutoMatchTryMatchAmounts has been renamed to OnBeforeAutoMatchNoLinesTryMatchAmounts
Platform and TechnologyThe following Continia Core objects have been released with a wrong version:

Table 6192815 - CSC Usage Entry
  • Version in release: CCW13.70.00.3.00
  • Correct version: CCW13.70.00.4.00
Codeunit 6192851 - CSC Company Triggers Subscr.
  • Version in release: CCW19.00.00.3.00.02
  • Correct version: CCW19.00.00.4.00
Codeunit 6192852 - CSC Core Session Manager
  • Version in release: CCW13.70.00.3.00
  • Correct version: CCW13.70.00.4.00
Codeunit 6192863 - CSC Credential Management
  • Version in release: CCW13.70.00.3.00
  • Correct version: CCW13.70.00.4.00
Page 6192831 - CSC Solution Mgt. (Onprem)
  • Version in release: CCW16.00.00.3.00
  • Correct version: CCW16.00.00.4.00
Page 6192832- CSC Client Credential
  • Version in release: CCW16.00.00.3.00
  • Correct version: CCW16.00.00.4.00
Page 6192835 - CSC End Subscr. Wizard (Cloud)
  • Version in release: CCW110.00.00.3.00
  • Correct version: CCW110.00.00.4.00
Page 6192836 - CSC Client Credentials (Cloud)
  • Version in release: CCW110.00.00.3.00.01
  • Correct version: CCW110.00.00.4.00
Platform and TechnologyThe following Continia Core objects have been released without updating the version, even though the objects include caption changes:
  • Table 6192823 - CSC Notification Context
  • Page 6192815 - CSC Suspend Reason
Platform and TechnologyAll the objects mentioned in the bullets above will have their versions corrected in the next service pack.

Bug fixes for Document Capture 2021 R1

Released: March 1, 2021
App version: 7.0.0.0
FOB version: 7.00.00

All relevant bugfixes released in service pack 1 to 2 for DC6.50, service pack 1 to 5 for DC6.00, service pack 1 to 8 for DC5.50 are also included in DC7.00. The description of these bugfixes is not repeated in this document.


Functional areaDescription
Country and RegionalCaptions on the "CDC Update Storage Settings" page was wrong in languages different from Danish, English, and Norwegian,
Country and RegionalMultiple German translations on the master template have been corrected.
Country and RegionalSome German translations in the matching area have been corrected.
Country and RegionalThe words "split" and "merge" has been changed to "opdel" and "flet" in the Danish localization.
Country and RegionalThe French caption "Exportation fichiers de OCR configuration" has been changed to "Exportation de fichiers de configuration OCR".
Documents and TemplatesOn page 6085581 "CDC Document Comment Sheet", the automatic population of the "Date" field has been aligned with standard Business Central. The field "Code" is now hidden by default.
Documents and TemplatesThe tooltip for the Amount Validation field on the Template Card page has been changed.
Documents and TemplatesThe lookup from the "No. Series" template field on documents with category PURCHASE and type C (Credit Memo) has been corrected. Before the fix, the lookup displayed No. Series for Purchase Orders. Now it shows the correct No. Series for Credit Memos.
Documents and TemplatesWhen using the rotate functionality, the document was not rotated when running as App and using File System as the storage type.
Document ApprovalWhen exporting users to the Continia Web Approval Portal and one of the companies was not activated, the following error occurred:
  • There is something wrong with the Continia setup. Please reactivate your Continia product before you can continue.
Document ApprovalFixed an issue where users could get errors regarding companies that they did not have access to when they were setting up Out Of Office.
Document ApprovalFrom NAV 2018 and newer versions, approval emails now using the company "Display Name" instead of "Company Name".
Document ApprovalIn Dynamics NAV versions 6.00 and 6.10 (2009 an 2009 R2), the Company GUID field was not shown correctly on the "CDC Web User Company (WS)" page. Because of this, the approvers were not able to log in to all the companies they had access to.
General ApplicationIn Business Central online when pressing Submit Document, the message has been updated to show what required setup is missing in order to submit documents.
General ApplicationThe menu item "Continia Web Portal" in the Document Capture Application Setup menu has been renamed to "Continia Web Portals".
General ApplicationWe have added more Document Capture menu items to the page opened when using "Try Exploring" from "Tell me..." (search) in Business Central.
General ApplicationOn multiple pages, the text "e-mail" has been replaced with "email".
General ApplicationIn Business Central online when pressing Submit Document, the message has been updated to show what required setup is missing in order to submit documents.
General ApplicationThe menu item "Continia Web Portal" in the Document Capture Application Setup menu has been renamed to "Continia Web Portals".
General ApplicationWhen using the "Navigate" function on an entry with a DC document attached, the following error could occur:
  • The record in table Document Entry already exists. Identification fields and values: Entry No.='<Entry No.>'
General ApplicationWhen using Drag & Drop for an email from Outlook into Business Central, the email got deleted in Outlook.
General ApplicationFixed an issue where split and merge did not work when using Azure Blob storage. When merging, you got an error that the PDF file did not exist. Note, this was only an issue when using the on-premises app.
General ApplicationOn multiple pages, the text "e-mail" has been replaced with "email".
Platform and TechnologyWhen importing an XML file using the classic clients where the NATHash.dll standard component is not installed or properly registered, the client crashed. The event viewer showed an Application error specifying the NATHash.dll component.
Platform and TechnologyFixed an issue where the Document Capture service would fail when running EWS and checking an email with no attachments.
Purchase DocumentsWhen subscribing to the event OnAfterFindVendorBeforeModify in Codeunit 6085702 "CDC Purch. Doc. - Identificat.", the following error could occur:
  • The length of the string is <String Length>, but it must be less than or equal to 10 characters. Value: <String Value>