Setting up Document Capture
Continia Document Capture comes with a standard configuration that covers all common scenarios and processes, but you can change the configuration to fit the exact needs of your organization.
The standard configuration includes a set of predefined document categories and templates all ready to use, making it easy for you to start processing purchase invoices and credit memos as well as a range of other document types.
To set up and configure Document Capture, you can either follow the various guides included in the app itself or use the following list to set up features manually:
To | See |
---|---|
Connect to the Continia Delivery Network and configure general settings such as OCR, document storage, scanners, and document status codes | Setting up General Business Functionality |
Manage document categories and set up default templates and settings | Setting up Document Categories and Templates |
Define rules and checks when working with purchase documents, purchase allocations, and amount distribution codes | Setting up Purchase Documents |
Set up approval rules and checks, approval flow codes, approval sharing, and reason codes used during approval | Setting up Document Approval |
Set up order and receipt matching | Setting up Order and Receipt Matching |
Set up web approval | Setting up Web Approval |
See also
Setting up General Business Functionality
Setting up Document Categories and Templates
Setting up Purchase Documents
Setting up Document Approval
Setting up Order and Receipt Matching
Setting up Web Approval