Templates DC icon

About templates in Document Capture

  • 1 h. 4 min.
  • Module
  • 12 Units
  • Document Capture

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.

Learning objectives

By the end of this module, you will know:

  • Configure master templates
  • Add and remove fields from vendor templates
  • Configure translations
  • Handle multiple amounts
  • Configure rules
  • Configure formulas and fixed values
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.