Get started DC icon

Get started using Document Capture

  • 4 h. 34 min.
  • Learning Path
  • 7 Modules
  • Document Capture

Are you interested in Document Capture but don't know where to start? This learning path takes you through all the basics of Document Capture, teaching you how to install, set up, and use the solution in a fast and simple way.

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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.

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Modules in this learning path

Installation and activation DC icon

Install and activate Document Capture in Business Central online

  • 30 min.
  • Module
  • 7 Units
  • Document Capture

Would you like to try out Document Capture in your own installation of Business Central online? This module takes you through all the necessary steps to get Document Capture up and running.

Work with PDF DC icon

Introduction to the processing of PDF documents in Document Capture

  • 41 min.
  • Module
  • 6 Units
  • Document Capture

Processing documents is at the very core of Document Capture. In this module, you’ll learn how to send PDF documents by email to Document Capture, and how to create purchase invoices based on the information captured in incoming PDF documents.

Templates DC icon

Introduction to templates in Document Capture

  • 1 h. 4 min.
  • Module
  • 12 Units
  • 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.

Approval DC icon

Set up basic approval flows in Document Capture

  • 1 h. 10 min.
  • Module
  • 11 Units
  • Document Capture

Are you eager to ensure that documents from Document Capture 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.

Split and merge icon

Split and merge documents in Document Capture

  • 25 min.
  • Module
  • 6 Units
  • Document Capture

Wondering if it's possible to combine two or more documents into one, or to split one file into multiple separate documents? Document Capture can do all this and more! In this module, you'll not only learn how to split and merge documents manually and automatically, but also gain insights into a number of other ways to manipulate documents.

Purch order match icon

Introduction to purchase order matching in Document Capture

  • 42 min.
  • Module
  • 8 Units
  • Document Capture

Looking for a way to check that your incoming invoices match the corresponding orders you placed with 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.

Continia Document Capture Professional User Badge

Assessment: Get started using Document Capture

  • 9 min.
  • Document Capture

Get your Document Capture certificate!