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.

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.

Do you need to use eDocuments formats such as Peppol, XRechnung or OIOUBL? You can process these eDocuments in pages and tables already familiar to you in Document Capture.The combination of Continia eDocuments and Continia Delivery Network allows you to easily exchange electronic business documents, such as item catalogs, orders, and order updates, with your vendors and customers.

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.

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.

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 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.

Do you need 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.

When you regularly process recurring invoices from the same vendors and for the same 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 automatic the registration, and posting of these recurring costs, leaving you with fewer documents to handle each month. The Purchase Contracts module can be enabled both in Document Capture and Expense Management.