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:

Connect to the Continia Delivery Network and configure general settings such as OCR, document storage, scanners, and document status codesSetting up General Business Functionality
Manage document categories and set up default templates and settingsSetting up Document Categories and Templates
Define rules and checks when working with purchase documents, purchase allocations, and amount distribution codesSetting up Purchase Documents
Set up approval rules and checks, approval flow codes, approval sharing, and reason codes used during approvalSetting up Document Approval
Set up order and receipt matchingSetting up Order and Receipt Matching
Set up web approvalSetting 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