Changelog for Document Capture Docs
This article lists all relevant changes to Docs for Continia Document Capture, covering both new and updated articles.
Note
You can find the detailed changelogs for the Document Capture application itself by following this link.
September 2023
| Article | Description |
|---|---|
| Detailed Changelog for Continia Document Capture 2023 R2 | Added a changelog for Document Capture 2023 R2 (v12) and updated a number of other articles with information related to this release:
|
| Secure Archive | Added an article about the Secure Archive, including information about the scope of the archive, its key features, the use of hash functions, and the log functionality. |
| Setting up the Secure Archive | Added an article on how to set up the Secure Archive. |
| Continia Hub | Added an article about the Continia Hub – Continia's central in-app assistance and information hub. |
| Notifying Admins About Open Documents | Added an article on how to notify and remind admins that there are documents that need to be registered in Document Capture. |
August 2023
| Article | Description |
|---|---|
| Customizing List Columns in the Document Journal | Added an article on how to customize the document list in the document journal with dynamic columns. |
| Setting up New Template Fields | Updated the article to note that the template field card now supports the keywords TODAY and WORKDATE in formulas. The road map was also updated accordingly. |
| Working with Paper and PDF Documents | Updated the article to reflect the fact that the document viewer is now available on the General Journals and General Ledger Entries pages. Registering Documents was also updated accordingly. |
| Enabling Purchase Approval | Updated the article with information about the new Keep On Hold action, which was added to the Document Capture Setup. |
July 2023
| Article | Description |
|---|---|
| Migrating Document Capture from Business Central On-Premises to Cloud | Added a section emphasizing the need to notify Continia once you've migrated Document Capture from an on-premises enironment to the cloud. |
June 2023
| Article | Description |
|---|---|
| Accounts for Amounts | Added an article describing the Accounts for Amounts page (previously known as Posting Setup) and how to set this up and customize it. |
| Capturing Line Fields in a Document (Line Recognition) | Added an article about how to capture line fields in incoming documents. |
| Getting Started with Continia Document Capture | Added a section about which Business Central Role Centers have been extended with Document Capture functionality by default, and how to extend additional Role Centers with the same functionality. |
| Identifying the Document Type and Other Basic Details | Added an article that details how Document Capture attempts to identify certain basic details for each incoming document, including currency, document type, due date, salesperson/purchaser, G/L account, and any potential other account types. |
| New and Planned for Continia Document Capture | Updated the Document Capture road map with the following feature articles: |
May 2023
April 2023
| Article | Description |
|---|---|
| The Purchase Order Category | Added an article about the new Purchase Order category, including details on how to create and update purchase orders. |
| Automatic Assignment of Item Charges | Added an article on how to have item charges automatically assigned to the lines of incoming documents according to predefined methods, including an in-depth description of the various methods. |
| Creating User-Specific Lists of Approvers for Approval Forwarding | Added an article describing how to set up a list of available approvers for each user to choose between when forwarding documents for approval. |
| Minimum Requirements for Using Continia Document Capture On-Premises | Updated the article with new firewall requirements for the Continia Delivery Network. |
| Enabling Purchase Approval | Updated the article with information about amount limits for four-eyes approval and a clarification that four-eyes approval doesn't apply when document approval is initiated by an approval flow code. Four-Eyes Approval and Creating Approval Flows were updated accordingly as well. |
March 2023
| Article | Description |
|---|---|
| Continia Notifications | Added an article about Continia notifications, including how to view or unsubscribe from them. |
| Minimum Requirements for Using Continia Document Capture On-Premises | Under Firewall requirements, added the addresses that you must allow outgoing traffic to in order to use the Continia Notifications module. |
| Detailed Changelog for Continia Document Capture 2023 R1 | Added a changelog for Document Capture 2023 R1 (v11) and updated a number of other articles with information related to this release:
|
| Overview of the Continia File Service | Added a new section about the Continia File Service, including the following articles: |
| Registering Documents | Updated the article with a new section on prepayment invoices and how to register them, including illustrative examples. As prepayments are now supported, the Unsupported Standard Features article has also been updated with this information. |
February 2023
| Article | Description |
|---|---|
| Migrating Document Capture from Business Central On-Premises to Cloud | Restructured the article and expanded it extensively with important details about the migration process and client credentials. |
| Purchaser Code Translation | Added an article on how to translate captured Our Contact values into purchaser codes for correct registration. |
| Configuring Users for the Web Approval Portal | Updated the article with information about domain registration for Continia-hosted versions of the Continia Web Approval Portal (continiaonline.com). |
| Creating Approval Flows | Updated the article with clarifying information about selection methods. |
| New and Planned for Continia Document Capture | Updated the Document Capture road map with the following feature articles: |
January 2023
December 2022
| Article | Description |
|---|---|
| New and Planned for Continia Document Capture | Updated the Document Capture road map and moved previous road map features to the new article 2022 Release 1, implementing a new biannual structure for previous release plans. |
| Supported On-Premises Versions of NAV and Business Central | Added a table detailing the compatibility of Document Capture with the different versions of NAV/Business Central. |
| Creating and Configuring Email Addresses for Document Import | Updated the article to reflect the added support for shared mailboxes when using Exchange Web Services (EWS). |
| Support for the Business Central Universal Code Initiative | Updated the article to reflect the fact that Document Capture now supports local file system storage using cloud-optimized code. A new, separate article on this topic was also created. |
| Upgrading Customized C/AL Versions of Document Capture | Added an article on how to upgrade Document Capture and Expense Management from C/AL code customizations to AL extensions. |
| Setting up the Registration of Documents as General Journal Lines | Added an article on how to set up documents to be registered directly as general journal lines. |
| Registering Documents | Added a section about the registration of documents as general journal lines. |
November 2022
| Article | Description |
|---|---|
| Working with Paper and PDF Documents | Moved information relating to field capturing to the newly created page Capturing Fields in a Document, and updated both texts to reflect changes in the user interface and similar. |
| Automatic Document Matching | Added the sections "Overall matching parameters" and "Prioritized list of search methods". |
| Different Approval Clients | Added an article describing the two ways to approve incoming documents: using either the Business Central client or the Continia Web Approval Portal. |
| Finding the Document Source and Template | Moved information relating to search texts to the newly created page Setting up Search Texts for a Template, and added that Document Capture only searches through words on page one in documents with multiple pages. |
| New and Planned for Continia Document Capture | Updated the Document Capture road map with the following feature articles: |
October 2022
September 2022
| Article | Description |
|---|---|
| Overview of Purchase Contracts | Added a Purchase Contracts overview article, linking to a number of related articles about the Purchase Contracts module. |
| Creating Purchase Contracts | Added an article on how to create purchase contracts, either from scratch or via the document journal. |
| Purchase Contract Reviews | Added an article enabling you to get familiar with the contract review process and learn how to send contracts for review, submit reviews, and finish reviews. |
| Creating Contract Invoices | Added an article detailing how to link purchase contracts with invoices and register those invoices as contract invoices |
| Approving Contract Invoices | Added an article describing how to have contract invoices approved automatically by Document Capture. |
| Viewing the Purchase Contract Archive | Added an article with details on how to view the history of any purchase contract for statistical or other purposes. |
| Detailed Changelog for Continia Document Capture 2022 R2 | Added a changelog for Document Capture 2022 R2 (v10) and updated a number of other articles with information related to this release:
|
August 2022
| Article | Description |
|---|---|
| Handling Discrepancies, Including Partial Matching | Expanded the article with a note on how to add and edit Line Discount %. |
| Automatic Document Matching | Updated the article and extended it with a section on the various ways of running automatic matching. |
| Configuring Automatic Matching | Updated the article and extended it with a description of the individual settings of the Matching section. |
| Setting up Line Matching | Updated the article and extended it with a description of the individual settings of the Line Matching section. |
| Setting up Job Queues | Updated the list of job queues with the following two entries:
|
| Setting up Matching Checks Before Registration | Added an article on how to make Document Capture check if documents have been matched before they're registered. |
July 2022
| Article | Description |
|---|---|
| Overview of Order and Receipt Matching | Added an article outlining the basics of document matching and providing a number of links to other matching articles. |
| Filtering Line Matches | Added an article on how to filter the lists of line matches according to different criteria during manual document matching. |
| Handling Discrepancies, Including Partial Matching | Added an article detailing how to manage price and quantity discrepancies and partially match documents against each other. |
| Automatic Document Matching | Added an article explaining how purhase invoices and credit memos are automatically matched against related documents. |
| Manual Document Matching | Added an article on how to manually match incoming purchase invoices and credit memos against related documents. |
| New and Planned for Continia Document Capture | Updated the Document Capture road map to reflect the fact that the following feature has been postponed:
|
June 2022
| Article | Description |
|---|---|
| Configuring Comment Types and Importance | Added an article describing the various comment types and how to configure them, either for specific templates or for all templates in a company. |
| Customizing Storage | Added an article on how to customize your Document Capture storage by extending or overruling the way documents are stored and fetched. |
May 2022
| Article | Description |
|---|---|
| Continia Learn | Added a Learn link to the Continia Docs top menu, providing easy access to Continia Learn – Continia's brand new and free online learning platform with educational articles, videos, and exercises. |
| Setting up Advanced Approval | Added an article on how to enable and set up advanced approval. |
| Advanced Approval | Added an article detailing how advanced approval works, including a number of illustrative examples. |
April 2022
| Article | Description |
|---|---|
| Setting up Purchase Allocations | Added an article on how to set up purchase allocations. |
| Upgrading with Multiple Continia Solutions Installed (FOB) | Added a section on what to do when you have multiple Continia solutions installed and want to upgrade one or more of these. |
| Supported Electronic Document Formats | Updated the article with more supported electronic document formats and other important details. |
| Adding amount limits to an approval flow | Updated Creating Approval Flows with information on how to add amount limits to an approval flow. |
| Installing Continia Document Capture On-Premises | Updated the article with an important note on how to unblock the installation package before extraction. |
| Country/Regional Availability and Supported Languages | Updated the article with new localizations supported as of Document Capture 2022 R1 Service Pack 1 (9.01). |
| Country/Regional Availability and Supported Languages for FOB | Updated the article with new localizations supported as of Document Capture 2022 R1 Service Pack 1 (9.01). |
March 2022
| Article | Description |
|---|---|
| New and Planned for Continia Document Capture | Updated "General availability on-premises" in the Document Capture road map and moved previous road map features to the new article March 2021 to March 2022. |
| Event Publishers for Document Capture 2022 R1 (9.00) | Added an article listing all events included in Document Capture 2022 R1 (9.00). |
| Comparison of Features in Different Versions of Document Capture | Added an article outlining the compatibility of Document Capture with Business Central and listing the most important features included in recent versions of Document Capture. |
| Business Functionality | Updated the article with new features released in Document Capture 2022 R1. |
| Upgrading to Continia Document Capture 2022 R1 (9.00) for FOB versions | Added a new article explaining how to upgrade to Document Capture 2022 R1. |
| Country/Regional Availability and Supported Languages | Updated the article with new localizations supported as of Document Capture 2022 R1. |
| Country/Regional Availability and Supported Languages for FOB | Updated the article with new localizations supported as of Document Capture 2022 R1. |
February 2022
| Article | Description |
|---|---|
| New and Planned for Continia Document Capture | Updated the Document Capture road map to reflect the fact that two features have been postponed:
|
January 2022
| Article | Description |
|---|---|
| Creating Approval Flows | Added an article on how to set up approval flows. |
| Standard Purchase Approval | Added an article describing what standard purchase approval is and how to initiate it for invoices. |
| Using Approval Flows | Added an article describing how to assign an approval flow to a purchase document, including assignment using templates. |
| Approval administrator permissions | "Continia User Setup for Approvals" was expanded with a list of approval administrator permissions. |
| Four-Eyes Approval | Added an article with details on four-eyes approval and approver identification (manual or automatic). |
| Approval Sharing | Added a high-level introduction to approval sharing. |
| Editing Approval Requests | Added an article on how to delete or edit approval requests, including adding and changing approvers. |
| Enabling the Import of PDF Files with Embedded XML Files | Added an article on how to enable the import of PDF files with embedded XML documents into Document Capture (ZUGFeRD, XRechnung). |
| New and Planned for Continia Document Capture | Updated the Document Capture road map to reflect the fact that four features have been postponed:
|
| Event Publishers for Document Capture 2021 R2 (8.00) | A number of file-handling events (codeunit 6085640 CDC Doc. File Events) were added to the Document Capture events article. |
| Email Notifications | Added an article on how to set up, customize, and send status and reminder emails. |
| Approval User Groups | Added an article on how to set up approval user groups with specific account and dimension permissions. |
| Force Approval | Added an article explaining how to force the approval of a document. |
December 2021
| Article | Description |
|---|---|
| Continia User Setup for Approvals | Added an article explaining how to configure users as approvers. |
| Requesting Events and External Functions | Added an article describing how to request external functionality and new events that are currently missing. |
| Event Publishers for Document Capture 2021 R2 (8.00) | A list of all Document Capture events was added. |
| Setting up New Template Fields | Added a new article explaining how to create, customize, and add template fields, including master template fields. |
| Working with Templates | Added an article detailing how to set up, copy, and edit templates, including master templates. |
| Setting up Approval Sharing | Added an article describing how to set up automatic approval sharing, including Out of Office for approvers. |
| Document Capture Setup | Added an article on how to enable purchase approval and edit the basic document approval settings. |
| Modules for Continia Document Capture | An overview of modules for Document Capture and other Continia solutions was added (only available to Continia partners). |
| Installing Continia Document Capture On-Premises (FOB) | Added an article describing how to install Document Capture in FOB versions of Microsoft Dynamics NAV/Business Central. |
| Changelog for Document Capture Docs | A changelog was added to Continia Docs, providing an overview of new and updated Docs articles. |