Add master template fields

Remove template fields

Use variant source templates for the same vendor

Automatically populate field values

What next?

Icon_course_DC

Icon_install and activate

First steps in using Document Capture

Benefits

Main features

Trials and support

User setup

Check your knowledge

What's next?

Receive files icon

Receive files and create documents

Receive and import files

Use the document journal and apply document templates

Recognize document contents

Resolve comments for documents

Register documents

eDocuments icon

Exchange electronic documents through the Continia Delivery Network

Understanding Continia eDocuments

eDocuments terminology

Check your connection to the Continia Delivery Network

Find vendors and customers with network participations

Use eDocuments as a customer

Use eDocuments as a vendor

Check Your Knowledge

Templates DC set up icon

Set up templates for accurate document recognition

Terminology warm-up

Add fields to a source template

Configure processes for a source template

Set up templates to capture different types of amounts

Icon DC template optimize

Optimize templates for efficiency and business rules

Approval DC icon

Configure document approvals rules and flows

Introduction

Activate the Document Approval module

Set up approval users

Configure templates to automatically request approvals

Set up alternative approval flows

Approve documents using Business Central

Approve documents using the Continia Web Approval Portal

Set up approval sharing

Features for approval administrators

Summary

Split and merge icon

Split and merge documents

Split and merge documents manually

Rearrange, rotate, and delete pages in a document

Set up automatic splitting of documents

Purch order match icon

Match your incoming invoices to orders

Activate and set up the purchase order matching module

Match purchase documents manually

Set up automatic matching of purchase documents

Set up allowed match variances for templates

Other useful features related to matching

Purchase Contracts icon

Automatically identify and approve recurring purchases

Enable the Purchase Contracts module

Create purchase contracts

Link incoming documents to a purchase contract

Enable approval of purchase contracts

Configure automatic approval of contract invoices

Review and approve pending contracts

Continia Document Capture Fundamentals Badge

Prüfung: Erste Schritte mit Document Capture

Get started using Document Capture

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. ...