Icon_Course DO

Get started using Document Output

  • 1 h. 45 min.
  • Learning Path
  • 5 Modules
  • Document Output

Are you interested in Document Output and want to get started quickly? This learning path takes you through all the basics of Document Output, teaching you how to set up and customize the solution in a fast and simple way.

The course includes a final exam, which qualifies you for the Fundamentals of Document Output certification.

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.

If you are just starting with your own installation of Document Output, you should complete Business Central's standard Email Setup, as outlined on Microsoft Learn.

Start

Modules in this learning path

Icon_Course introduction

Course introduction

  • 10 min.
  • Module
  • 3 Units
  • Document Output

This course begins with a brief look at the benefits, main features and available support resources for Document Output.

Icon_Send emails and attached documents

Send emails and attached documents

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

Email templates are essential elements of Document Output. These templates determine how your emails are formatted, what is included in the message and attachments, and which versions are available for sending to different customers and vendors.

This module is part of the learning path, Get Started using Document Output.

Icon_Adjust recipients and delivery methods

Adjust recipients and delivery methods

  • 23 min.
  • Module
  • 6 Units
  • Document Output

Many vendors and customers have similar preferred methods of communication for Business Central documents. However, most companies will need to adjust the default setup to make sure that all documents are sent to customers and vendors in the format they require, and to the correct email addresses and destinations.

This module is part of the learning path, Get started using Document Output.

Icon_Send automatically and add security

Send automatically and add security

  • 28 min.
  • Module
  • 7 Units
  • Document Output

Document Output provides a number of options that reduce manual steps and enhance the security of sending documents. These powerful options allow you to continue working in Business Central while documents are dispatched in the background. Furthermore, you can set up automatic processes for sending documents while eliminating manual steps. Lastly, you can add passwords or signature certificates to PDF files for added security.

This module is part of the learning path, Get Started using Document Output.

Assessment icon_cogwheel in head

Assessment: Get started using Document Output

  • 1 min.
  • Document Output