Setting up Web Approval
Documents can be approved using either the Microsoft Dynamics 365 Business Central web client or the Continia Web Approval Portal. The Web Approval Portal is built on the standard approval functionality used in Business Central, but it’s a separate service that can be accessed by licensed users from any supported web browser.
The Web Approval Portal can be hosted either by Continia (continiaonline.com) or by your own organization on a local server. Both types are accessed via web browsers, so the difference only has to do with how they’re hosted. Which of the two types of hosting you can use depends on your Business Central deployment:
- If you’re using Business Central online, you can't use the locally hosted version of the Web Approval Portal – only the Continia-hosted version can be used.
- If you’re using Business Central on-premises, you can use either the locally hosted version or the Continia-hosted version of the Web Approval Portal.
This means that there are slight differences in the way you set up the Web Approval Portal, depending on your overall setup. For more details on how to set up the Web Approval Portal, see the links provided in the table below:
| To | See |
|---|---|
| Enable the Web Approval Portal online and sign in using Office 365 credentials | Enabling the Web Approval Portal (online) |
| Enable the Web Approval Portal on premises and sign in using Office 365 credentials | Enabling the Web Approval Portal (on-premises) |
| Configure users for the Web Approval Portal and decide whether they can edit posting lines and which documents they can search | Configuring Users for the Web Approval Portal |
| Select which fields to show in addition to the mandatory fields and enable your own custom fields in the Web Approval Portal | Customizing the Web Approval Portal |
| Process approvals using the Web Approval Portal | Continia Web Approval Portal |