Selected Setup and User Guides

Wondering what Continia Document Capture is all about? The tables below provide a selection of useful links to setup and user guides that show you how to carry out various business processes, including installation and configuration. Simply go to the relevant table(s) and select the entries that apply to your situation.

Installation and configuration for cloud

ToSee
Install Continia Document Capture in a Business Central online tenantGuide
Submit documents to start working with themGuide
Set up the Continia Web Approval Portal for approvalGuide

Installation and configuration for on-premises

ToSee
Install ABBYY and Document Capture servicesGuide
Import fob objects into Business CentralGuide
Install extensions in Business CentralGuide
Install client and server componentsGuide
Activate Document CaptureGuide
Configure basic Document Capture settingsGuide
Configure email addresses for on-premises OCR processingGuide
Change the default document file storage settingGuide
Configure advanced OCR settingsGuide
Learn how and when to export OCR configuration filesGuide
Install the Continia Web Approval Portal on a local serverGuide
Set up the Continia Web Approval Portal – hosted on-premisesGuide
Set up the Continia Web Approval Portal – hosted by ContiniaGuide

Documents and templates

ToSee
Submit documents to Document CaptureGuide
Import documents to start working with themGuide
Learn how to work with PDF documentsGuide
Set up document posting accountsGuide
Recognize document linesGuide
Set up posting accounts for linesGuide
Set up document purchaser and approverGuide
Learn how to split and merge documentsGuide
Add fields to a templateGuide
Understand the template cardGuide
Learn how to work with XML documentsGuide
Search for documentsGuide

Order and receipt matching

ToSee
Match purchase invoices to ordersGuide

Purchase approval

ToSee
Set up approval emailsGuide
Set up usersGuide
Learn about working with documents for approvalGuide
See how to add comments and attachments to documentsGuide
Approve documents on the Continia Web Approval PortalGuide
See how to add comments and attachments in the Continia Web Approval PortalGuide

See also

Business Functionality