Setting up Document Capture
Continia Document Capture comes with a standard configuration that covers all common scenarios and processes, but you can reconfigure the solution to fit the needs of your organization.
To set up features such as document storage, the secure archive, and the Continia Delivery Network, see Setting up general business functionality.
Although the standard configuration includes a set of predefined document categories and ready-to-use templates, you can adjust them if you have specific requirements. It's also possible to create categories to process additional types of documents. For more information, see Setting up document categories and templates.
To configure other features in Document Capture, go through the in-app guides or refer to the following overviews:
- Setting up document approval - configure approval rules and checks, approval flow codes, approval sharing, and more.
- Setting up order and receipt matching - configure automatic matching, line matching, matching checks, and more.
- Setting up purchase documents - configure amount validations and amount distribution codes, enable the import of PDFs with embedded XML documents, and more.
- Setting up web approval - enable, configure, and customize the Continia Web Approval Portal.