Receive and import files

Use the document journal and apply document templates

Recognize document contents

Resolve comments for documents

Register documents

Check your knowledge

What next?

Icon_course_DC

Icon_install and activate

First steps in using Document Capture

Benefits

Main features

Installation, trials and support

User setup

What's next?

Receive files icon

Receive files and create documents

eDocuments icon

Exchange electronic documents with Continia eDocuments and the Continia Delivery Network

Introduction to Continia eDocuments

How electronic documents are exchanged

Continia eDocuments Flows

Onboarding to the Continia Delivery Network

Activate Continia eDocuments

Set up customers and vendors

Document updates and responses

Check Your Knowledge

Summary

Templates DC icon

Working with templates

Introduction

Get familiar with master templates

Learn about master template fields

Learn about identification methods

Create new fields in a master template

Copy a field from the master template to a vendor template

Customize templates to your needs

Remove redundant template fields

Set up recognition of multiple amount fields

Set up translations, formulas, and fixed values for template fields

Check your knowledge 

Approval DC icon

Set up basic approval flows

Activate the Document Approval module

Set up approval users

Configure templates to automatically request approvals

Set up approval flows

Approve documents using Business Central

Approve documents using the Continia Web Approval Portal

Set up approval sharing

Features for approval administrators

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

Purchase order matching

Activate 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

Assessment: Get started using Document Capture

Get started using Document Capture

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  ...

What next?

Resources