Get started using Document Capture

Do you know the main features and functionality that you get with Document Capture?

This module introduces the learning path with an overview of the benefits and main features of Document Capture, some of the first choices you can make as a user, and where to get further support or ask for a trial version.

How do files become documents with Document Capture?

This module guides you through the basic workflow of handling incoming documents using Document Capture. Practical scenarios and step-by-step guidance help you set up an accurate, efficient, and smooth document processing workflow for accounts payable and other business functions.

Whether you need to meet regulations for eInvoicing, or simply want to benefit from the greater speed, accuracy and security, Continia eDocuments is a key part of Continia Document Capture. You can use eBilling or eOrdering formats such as Peppol, XRechnung or OIOUBL, and process these eDocuments in pages and tables already familiar to you in Document Capture. Continia eDocuments is part of the Essential module, and uses the Continia Delivery Network to connect to major eInvoicing networks globally.

How do templates help you process information in Document Capture?

Templates determine how documents are processed in Document Capture and Business Central. In this module, you'll learn how to work with templates and how to optimize them to best suit your vendors' documents and your own organization's business processes.

How does Document Capture help you manage approvals of documents?

With Document Capture, you can use a range of features that ensure registered documents are properly approved before posting them. Learn how to set up and streamline your document approval flows and navigate through your daily approvals, and find out how to manage approval sharing and assign different privileges to different users.

How do you combine two or more documents into one, or split one file into multiple separate documents?

Document Capture can do all this and more! In this module, you'll learn how to split and merge documents manually and automatically, as well as other ways to manipulate pages inside documents, such as rotating, reordering and deleting.

How do you keep track of which of your orders are filled by incoming invoices from your vendors?

In this module, you'll learn how to set up and use purchase order matching, which enables Document Capture to compare incoming purchase invoices to your open purchase orders and receipts. You'll also learn how to set up different levels of automatization, helping you process more invoices faster.

How can you improve the management and handling of subscriptions and recurring purchases?

When you regularly process recurring invoices from the same vendors and for similar amounts, it's time to consider streamlining the process. With the Purchase Contracts module, you can automatically identify recurring purchases, and set up an approval process to reduce unneeded subscription renewals. Once approvals are setup, you can also automatically register and post these recurring costs, leaving you with fewer documents to handle each month. The Purchase Contracts module can be enabled both in Document Capture and Continia Expense Management.