Get started using Document Output
- 2 h. 3 min.
- Learning Path
- 6 Modules
- Document Output
Do you want to reduce the manual work in sending documents from Business Central, such as sales invoices and payment reminders? Document Output uses clever and flexible templates and to automatically generate documents from Business Central reports, and then print, email or send as eDocuments. Learn how you can customize templates for different individual customers and vendors, automate processes to remove even more manual steps, and build in security features to help protect your company.
The course includes a final exam, which qualifies you for the Document Output Fundamentals 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, Continia Partners can create a demo environment with the solution installed, for which a Continia PartnerZone 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.
Modules in this learning path
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.
Send emails and attached documents
- 44 min.
- Module
- 8 Units
- Document Output
This module will get you ready to send a range of document types in your preferred styles of communication to meet the needs of your customers and your internal stakeholders. 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.
Adjust recipients and delivery methods
- 27 min.
- Module
- 7 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.
Use automatic processes for sending documents
- 23 min.
- Module
- 5 Units
- Document Output
Discover how to streamline your document delivery processes with Continia Document Output. In this learning module, you'll explore how to automate sending documents using the document queue, configure email jobs for efficient distribution, and set up automatic statement delivery. These units will help you boost productivity, and ensure timely communication with your customers.
This module is part of the learning path, Get Started using Document Output.
Send your documents securely with the Security Module
- 17 min.
- Module
- 4 Units
- Document Output
Businesses are increasingly under pressure to ensure the security of their communication, to protect both themselves and the businesses they communicate with. This module explores how to enhance the authenticity and security of your PDF documents using Document Output's Security module. You'll learn how to apply eSeals to verify document origin and integrity, and how to add PDF signatures and password protection to safeguard sensitive information.
This module is part of the learning path, Get Started using Document Output.
