Using the Document Capture Assisted Setup

  • 04/02/2025
  • 4 minutes to read

The Continia Document Capture assisted setup guide allows you to handle three different tasks in Microsoft Dynamics 365 Business Central: import a configuration, export a configuration, and set up company.

Note

This assisted setup was only designed to import and export configuration, therefore it doesn’t include data such as G/L accounts, items, customers, etc.

Importing a configuration

Importing a configuration allows you to reuse configurations that had already been set up in a different company or a different environment, such as a test environment. These configurations include templates related to document categories, eDocuments, and the Document Capture Setup.

To import a configuration:

  1. Choose the Search icon, enter Set Up Document Capture, and then choose the related link.
  2. In the Action dropdown menu, select Import Configuration.
  3. In the Import from dropdown menu, select the source of the configuration. If you select File, you need to add the file that contains the configuration under File Name.
  4. If the correct localization isn't automatically set, select the three dots by the Localization field and select the correct localization. This is only required when importing from online.
  5. Select or clear the checkboxes by each configuration to include them or exclude from the import. When you're done, select Next.
  6. When the process is completed, select Finish to close the popup.

Exporting a configuration

Exporting a configuration allows you to reuse configurations set up in the current company. These configurations include templates related to document categories, eDocuments, and the Document Capture Setup.

To export a configuration:

  1. Choose the Search icon, enter Set Up Document Capture, and then choose the related link.
  2. In the Action dropdown menu, select Export Configuration.
  3. Select or clear the checkboxes by each configuration to include them or exclude from the export. When you're done, select Next.
  4. The configuration file is generated and automatically downloaded. Select Finish to close the popup.

Setting up a company

Setting up a company ensures that Document Capture has the basic configuration to handle most tasks. This includes master templates and identification templates.

To set up a company:

  1. Choose the Search icon, enter Set Up Document Capture, and then choose the related link.
  2. In the Action dropdown menu, select Set up Company.
  3. If the correct localization isn't automatically set, select the three dots by the Localization field and select the correct localization.
  4. When the process is completed, select Finish to close the popup.