Installing the Document Capture app
Before you can start using Continia Document Capture, you must install it in your Microsoft Dynamics 365 Business Central tenant. If you’re not completely sure about using this product, sign up for a free 30-day trial with no strings attached. This allows you to explore the features before deciding on a subscription. You’re free to cancel the trial anytime if you find that it doesn’t meet your needs.
Continia Document Capture is available from Microsoft AppSource, and there are various ways to install it. For more information, see Customizing Business Central using extensions (Microsoft article).
Vigtigt
To install Document Capture, you must be assisted by an approved Continia partner. During the activation process, a person from your partner’s organization will be required to log in using their own user credentials.
Also, to install extensions from AppSource or add per-tenant extensions, you must have the right permissions. You must either be a member of the D365 EXTENSION MGMT user group, or you must have the D365 EXTENSION MGMT permission set.
To install Document Capture:
- Search for (
) Continia Document Capture, then select the related link under Get from Microsoft AppSource. - Click Free Trial and complete the installation. For more information, see Customizing Business Central using extensions (Microsoft article).
- Optional: To follow the installation status, search () for and select Extension Management.
- When the Document Capture installation is complete, you receive a notification on the Role Center that Document Capture has been installed.
- In the notification, click Activate now.
- Follow the steps in the Activation Guide.
- When the guide is finished, you see the Continia Document Capture Assisted Setup, which helps you set up the solution.