Setting up General Business Functionality
The default Continia Document Capture configuration enables you to start processing documents immediately. However, Document Capture also offers a wide range of other configuration options that allow you to adjust the app to fit the exact needs of your organization.
The table below lists the most important of these:
| To | See |
|---|---|
| Sign up to the Continia Delivery Network in order to start receiving PEPPOL invoices and credit memos | Setting up the Continia Delivery Network |
| Define where to store documents if you prefer other locations than your Business Central database | Setting up Document Storage |
| Change the company policy in order to allow or prevent the deletion of documents in your company | Preventing the Deletion of Documents as a Company Policy |
| Define document status codes used in the document journal | Defining Document Status Codes |
| Set up a job queue to import documents at predefined intervals instead of importing them manually | Setting up Job Queues |
| Set up company identification texts | Setting up Company Identification Texts |
| Enable and set up the Secure Archive, including document activity logging | Setting up the Secure Archive |
| Set up retention periods for data maintenance and perform data maintenance actions | Setting up Data Maintenance |
When you run Document Capture on-premises or in a private cloud environment, the following additional configuration steps must also be taken before you can start working:
| To | See |
|---|---|
| Configure whether to use cloud or on-premises OCR | Setting up Cloud and On-Premises OCR |
| Enable Document Capture to scan from a desktop scanner | Connecting a Desktop Scanner |
See also
Setting up the Continia Delivery Network
Setting up Document Storage
Preventing the Deletion of Documents as a Company Policy
Defining Document Status Codes
Setting up Job Queues
Setting up Company Identification Texts
Setting up Cloud and On-Premises OCR
Connecting a Desktop Scanner