Accessing the Document Archive

  • 29/07/2025
  • 4 minutter at læse

The document archive allows you to access all previously imported and processed documents anytime you want, as it automatically stores all documents registered in the document journal.

The full archive can be accessed via Microsoft Dynamics 365 Business Central or the Continia Web Approval Portal. The most common access methods are described below, along with a number of alternative ways to locate and open archived files individually.

To access the archive in Business Central

To access the document archive in Business Central:

  1. Search (Search) for and select Document Categories.
  2. Click the code of the relevant document category – for example, PURCHASE – to open the document journal.
  3. In the upper-right corner, above the action bar, go to Status Filter and select the box to display the filter options. Then, click Registered.

The document list is filtered to display all registered (i.e.: archived) documents.

To access the archive in the Web Approval Portal

To access the document archive using the Web Approval Portal:

  1. Open the Web Approval Portal.
  2. On the menu bar at the top, click Purchase > Archive to open the document archive.
  3. To search the document archive, enter your search criteria in the provided fields, and click Search in the upper-left corner.

This lists all archived documents that meet your criteria.

To open archived documents from general ledger entries

To open an archived document from a general ledger entry:

  1. Search Search for and select General Ledger Entries.
  2. On the General Ledger Entries page, in the list of entries, select the entry for which you want to view the original PDF.

    Bemærk

    You can only select entries for registered purchase documents that have been processed in Document Capture. Otherwise, the PDF File option mentioned in step 3 below isn't visible.

  3. On the action bar, click Entry > PDF File to open the original PDF.

To open archived documents from vendor ledger entries

To open an archived document from a vendor ledger entry:

  1. Search Search for and select Vendor Ledger Entries.
  2. On the Vendor Ledger Entries page, in the list of entries, select the entry for which you want to view the original PDF.

    Bemærk

    You can only select entries for registered purchase documents that have been processed in Document Capture. Otherwise, the PDF File option mentioned in step 3 below isn't visible.

  3. On the action bar, click Entry > PDF File to open the original PDF.

Basic concepts in Document Capture