Get started using Document Output
- 1 h. 44 min.
- Learning Path
- 5 Modules
- Document Output
Are you interested in Document Output and want to get started quickly? This learning path takes you through all the basics of Document Output, teaching you how to set up and customize the solution in a fast and simple way.
The course includes a final exam, which qualifies you for the Fundamentals of Document Output certification.
Prerequisites
To benefit the most from this learning path, you'll need a basic understanding of how to use Microsoft Dynamics 365 Business Central.
You don't need to install any Continia solutions on your device to go through the modules in this learning path. Everything you need is there. However, if you'd like to follow along on your own device, you can create a demo environment from PartnerZone for which a user ID and password are required.
If you are just starting with your own installation of Document Output, you should complete Business Central's standard Email Setup, as outlined on Microsoft Learn.
Modules in this learning path
Course introduction
- 9 min.
- Module
- 3 Units
- Document Output
This course begins with a brief look at the benefits, main features and available support resources for Document Output.
Send emails and attached documents
- 42 min.
- Module
- 8 Units
- Document Output
Email templates are essential elements of Document Output. These templates determine how your emails are formatted, what is included in the message and attachments, and which versions are available for sending to different customers and vendors.
This module is part of the learning path, Get Started using Document Output.
Adjust recipients and delivery methods
- 23 min.
- Module
- 6 Units
- Document Output
Many vendors and customers have similar preferred methods of communication for Business Central documents. However, most companies will need to adjust the default setup to make sure that all documents are sent to customers and vendors in the format they require, and to the correct email addresses and destinations.
This module is part of the learning path, Get started using Document Output.
Send automatically and add security
- 28 min.
- Module
- 7 Units
- Document Output
Document Output provides a number of options that reduce manual steps and enhance the security of sending documents. These powerful options allow you to continue working in Business Central while documents are dispatched in the background. Furthermore, you can set up automatic processes for sending documents while eliminating manual steps. Lastly, you can add passwords or signature certificates to PDF files for added security.
This module is part of the learning path, Get Started using Document Output.
