Templates DC set up icon

Set up templates for accurate document recognition

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

How can you setup up source templates to capture all necessary information, add specific processes, and trigger approval flows?

Templates determine how documents are processed in Document Capture and Business Central. In this module, you'll learn some of the most common, time-saving adjustments to do when working with templates.

Learning objectives

By the end of this module, you will be able to:

  1. Add template fields to fully capture data from vendor documents.
  2. Add processes for approval and matching to a source template.
  3. Add template fields for dealing with posting setup for multiple invoice lines.
Start

Prerequisites

  • Basic knowledge of how to use and navigate in Business Central

Note: To follow along on your own device, you can create a demo environment from PartnerZone for which a user ID and password are required.


Terminology warm-up
2 min.
Add fields to a source template
3 min.
Configure processes for a source template
2 min.
Set up templates to capture different types of amounts
2 min.
Check your knowledge
2 min.
What next?
1 min.