Setting up General Business Functionality

24/12/2024
3 minutes to read

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 and NemHandel 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

Important

Document Capture connects documents with transactions in Microsoft Dynamics 365 Business Central via the transaction number. Therefore, it's important that the number series in Business Central are kept separate, and overlapping is avoided.

Table of Contents

Setting up General Business Functionality

See also

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