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Document Central
Document Central
Welcome to Document Central
Getting Started
Getting Started
Getting started with Document Central
Overview of business functionality
Trials and Subscriptions
Setting up Document Central
Setting up Document Central
Overview of setting up Document Central
Quick Start
Module Setup
Setting up App Registration
Setting up Repositories
Setting up Metadata
Setting up Content Types
Setting up Document Libraries
Setting up Document Reminder
Setting up Mappings
Setting up Dossier View
Setting up Datagrid Views
Setting up Additonal Search
Setting up Users and Groups
Setting up Reports
Setting up Metadata Management
Setting up CRM Integration
Setting up Azure Blob Storage Access Tier
Setting up Full Text Search for Azure Blob Storage
Setting up Document Entry Synchronization
Setting up Compliance
Setting up Access Control
Setting up Sharepoint Permissions Synchronization
Document Inbound
Document Inbound
Setting up Document Inbound
Setting up Document Inbound
Quick Start
Installation from Extension Marketplace
Transactions
Module activation
Configuration wizard
Manual setup
Manual setup
Setting up the email account
Setting up the inbound lists
Setting up a configuration
Setting up barcode label printing
Creating an app registration
Assignment type
Assignment type
Assignment type
Setting up barcode assignment
Setting up filename assignment
Setting up record ID assignment
Setting up email assignment
Working with Document Inbound
Working with Document Inbound
Working with Document Inbound
Barcode Factbox
Inbound lists
Inbound lists
Inbound lists
Splitting documents
Splitting documents
Splitting documents
Assigning documents
Assigning documents
Assigning documents
Assignment via barcode
Assignment via filename
Assignment via record ID
Assignment via email address
Working with failed inbound entries
Document Central Link
Document Central Link
Document Central Link
Setting up Document Central Link
Setting up Document Central Link
Quickstart
Setting up mappings and related records
Setting up an inbound list
Working with Document Central Link
Working with Document Central Link
Uploading a document
Working with Document Central
Working with Document Central
Working with Document Central Factbox
Working with Troubleshooting
Working with Document Entries
Working with Document Search
Working with Datagrid
Working with Document Reminders
Working with Document Relationship
Working with Retention Labels
Working with Migrations
Working with Unique Identifier
Troubleshooting
Troubleshooting
Recreating Metadata
Development and Published Events
Development and Published Events
Subscribing to Events
Subscribing to Events
Archive Queue Events
Automated Document Archiving by Shadowprints
Barcode Events
Content Type Selection Events
Document Interaction Events
Document Relation Events
Migration Events
Database Exclusive Events
SharePoint Exclusive Events
Double print reports to diffrent record
Create Document Relationship
Extending pages with Document Central
Extending pages with Document Central
Extending pages with the Document Central Factbox
Extending Reports with Document Central
Extending Document Layout Selection when Posting
Setting up A Custom Document Layout Table
Setting up Quick Configuration in Document Central
Extending Reports with Barcodes
Extending Reports with Barcodes
Extending Reports with the Document Inbound Barcode
Extending Reports with the Document Central Barcode (Old)
Uploading Documents via Code
Uploading Documents via Code
Uploading Documents over Document Inbound
Uploading Documents over Document Central (Old)
Downloading Documents via Code
Subscribing to Events for Document Inbound
Subscribing to Events for Document Inbound
Document Creation Events
Extending Pages with the Barcode Factbox
Extending Reports with the Document Inbound Barcode
Uploading Documents via Code
Others
Others
FAQ
Resources for Help and Support
Resellers and Partners
Resellers and Partners
Resellers and Partners
Becoming a Reseller
Finding a Reseller
Glossary
Phone Connect
Phone Connect
Welcome to Phone Connect
Getting Started
Getting Started
Getting Started with Phone Connect
Overview of Business Functionality
Trials and Subscriptions
Setting up Phone Connect
Setting up Phone Connect
Quick Start
Setting up Phone Connect
Install from Extension Marketplace
License Activation and Assignment
Module Setup
Number Transformation
CRM Integration
Caller Card Setup
Tray App
Tray App
Tray App Client Installation
Tray App
Tray App (OAuth)
Tray App Setup
Tray App Setup
Tray App Setup
Tray App TAPI Settings
Tray App Settings for Microsoft Teams
Setting up Users
Setting up Microsoft Teams for the Tray App
Webservice
Working with Phone Connect
Working with Phone Connect
Working with the Role Center
Working with the Role Center
Admin Role Center
User Role Center
Working with Calls
Working with the Factbox
Using Permissions
Utilizing Microsoft Teams for Phone Connect
Working with Recall Requests
Working with Call Ratings
Working with Guidelines
Development
Development
Caller Card-Factboxes
Caller Card-Factboxes
Creating personalised Caller Card factboxes
Extending Caller Card-Factboxes
Custom Business Mapping
Custom Business Mapping
Extending Custom Business Mappings
Others
Others
FAQ
Resources for Help and Support
Resellers and Partners
Resellers and Partners
Resellers and Partners
Becoming a Reseller
Finding a Reseller
Document Dispatch
Document Dispatch
Welcome to Document Dispatch
Getting started
Getting started
Getting started with Document Dispatch
Overview of business functionality
Trials and Subscriptions
Setting up Document Dispatch
Setting up Document Dispatch
Setting up Document Dispatch
Quick Start
Setting up Module Settings
Setting up Dispatch Profiles
Setting up a PDF/A-3 Report
Setting up Custom Report Layout Usage
Setting up Email Templates
Setting up Multimail Templates
Setting up a Business Partner
Setting up an Individual Custom Report Layout Table
Setting up a Codeunit Attachment
Setting up the OneDrive Integration
CRM Integration
Setting up Unsent Dispatch Entry Crawler
Setting up the E-POSTBUSINESS-API Integration
Setting up a Document Central Attachment
Settung up an Document Inbound Upload
Setting up eDocuments (XSD)
Setting up eDocuments (XSD)
Quick Start
Quick Start
Quick start
Install from Extension Marketplace
License Activation and Assignment
Configuration Wizard
General Settings
General Settings
General Settings
Module Activation
Setting up a XSD Data Value
Setting up a XSD Data Mapping
Data Value Types
Data Value Types
Data Value Type Field
Data Value Type Static
Data Value Type Data Mapping
Data Value Type Codeunit
Data Value Type FieldLinked
Setting up Dispatch Profiles
Setting up Dispatch Profiles
Dispatch Profile for ZUGFeRD
Dispatch Profile for XInvoice
Dispatch Profile with a validation
Working with XSD
Working with XSD
Mandatory fields and ISO Codes
Test XML Output
Document Dispatch Copilot
Document Dispatch Copilot
Introduction to Copilot for Document Dispatch
Setup
Setup
Quick Start
Azure OpenAI
Working with Copilot
Working with Copilot
Using Copilot in Dialog
Using Copilot for Templates
Using Copilot for Placeholders
Working with Document Dispatch
Working with Document Dispatch
Email Dialog
Extended Recipent Setup
Working with OneDrive within Dispatch
Working with Unsent Dispatch Entries
Working with the E-POSTBUSINESS-API
Utilizing Custom Report Layouts
Document Dispatch Factbox
Using the Download Output Type
Using the Print List Output Type
Using the Multimail function
Word Templates for Email Dialog dispatches
Admin Role Center
Troubleshooting
Development and Published Events
Development and Published Events
Subscribing to Events
Subscribing to Events
Provided Events
Extending Multimail
Extension of pages with Document Dispatch
Extension of pages with Document Dispatch
Extension of pages with the Document Dispatch Factbox
Copilot for Document Dispatch
Sending Files via Custom Codeunit
Enabling Automatic Dispatch for own Processes
Others
Others
FAQ
Resources for Help and Support
Resellers and Partners
Resellers and Partners
Resellers and Partners
Becoming a Reseller
Finding a Reseller
Business Portals
Business Portals
Welcome to Business Portals
Getting Started
Getting Started
Getting Started with Business Portals
Overview of Business Functionality
Trials and Subscriptions
Setting up
Setting up
Quick Start
Quick Start
Configuration Wizard
Install from Extension Marketplace
Setting up Dataset
Setting up Dataset
Caption Setup
Dataset Setup
Setting up Dataset Table
Setting up Dataset Table
Dataset Table Setup
Detail Layout Setup
Setting up Actions
Setting up Actions
Action Setup
Input Fields Setup
Types
Types
Codeunit
Download
Form-link
Form
ICal
Process
Report-over-Codeunit
Report
Upload-to-Basket
Upload
Setting up Fields
Setting up Fields
Fields Setup
Filters Setup
Popups Setup
Types
Types
Chart
Collection
Form
PowerBI
Tab
Table
Text
Tiles
Setting up Dashboard
Setting up Dashboard
Dashboard Setup
Group Types
Group Types
Slide
Tile
Types
Types
Button
Calendar
Chart
Cue
CueKPI
Download
Image
Marquee
News
OrderForm
PowerBI
Text
Tile
Video
Setting up Portal
Setting up Portal
Portal Setup
Web User Setup
Setting up Module
Setting up Module
Configuring App Registrations
Module Setup
Language Setup
Business Mappings
Pop-ups
User Setup
Email Template Setup
App Notification Setup
Status Setup
Processes Setup
Working with Business Portals
Working with Business Portals
App Notification Broadcast
Shared
Shared
Power BI
Power BI
Power BI General
Granting Access
Embed a Report
Filter Setup
Others
Others
Frequently Asked Questions
Resellers and Partners
Resources for Help and Support
Resellers and Partners
Resellers and Partners
Becoming a Reseller
Finding a Reseller
Flow Path
Flow Path
Welcome to Flow Path
Getting started
Getting started
Getting started with Flow Path
Overview of business functionality
Trials and Subscriptions
Setting up Flow Path
Setting up Flow Path
Setting up Flow Path
Quick start
Quick start
Quick start
Install from Extension Marketplace
License Activation and Assignment
Configuration Wizard
General Settings
General Settings
General settings
Module Setup
Module Activation
Setting up users
Setting up users
Setting up users
Email Setup
Absence
Setting up User Groups
Setting up Email Templates
Setting up Email Templates
Setting up Email Templates
Creating Email Templates
Working with Flow Path
Working with Flow Path
Working with Flow Path
Role Center
Administrator
User
Email Notification
Factbox
Factbox
Flow Path-Factbox
Info Factbox
History Factbox
Relation Factbox
Create New Entry
Create New Entry
Create New Entry
Information
Questions
Critical Entries
Templates
Finish Entry
Forwarding Entry
Tasks
Tasks
Tasks
Subtasks
Catalogs
Catalogs
Catalogs
Answer Type
Others
Others
FAQ
Resources for Help and Support
Resellers and Partners
Resellers and Partners
Resellers and Partners
Becoming a Reseller
Finding a Reseller
QR Pay
QR Pay
Welcome to QR Pay
Getting Started
Getting Started
Getting started with Document Inbound
Overview of Business Functionality
Trials and Subscriptions
Others
Others
FAQ
Resources for Help and Support
Resellers and Partners
Resellers and Partners
Resellers and Partners
Becoming a Reseller
Finding a Reseller
Bau13b
Bau13b
Welcome to Bau13b
Getting started
Getting started
Getting Started with Bau13b
Trials and Subscriptions
Setting up Bau13b
Setting up Bau13b
Quick Start
Quick Start
Quick start
Install from Extension Marketplace
License Activation and Assignment
Default setup
General Settings
General Settings
General Settings
Module Activation
Setting up the federal states
Setting up the data mapping
Setting up the business document record
Setting up the business mapping record
Working with Bau13b
Working with Bau13b
Cancel the tax deduction
Create a certificate of exemption
Use the tax deduction
Others
Others
FAQ
Resources for Help and Support
Resellers and Partners
Resellers and Partners
Resellers and Partners
Becoming a Reseller
Finding a Reseller
CORE
CORE
Welcome to CORE
Setting up CORE
Setting up CORE
Overview of the CORE setup
Setup
The Simova API
The Simova API
Welcome to the Simova API
The Services
The Services
Azure Blob Storage
Azure
Document Central Link
Document Validation
Document Viewer
Functionalities
Handler
License
Payment
Sharepoint
Licensing a Simova Product
Licensing a Simova Product
License Activation and Assignment
Setting up Product Users
Overview of Installed Products
Using the Configuration Wizard
Setting up Contact Person
CORE by Simova GmbH - App Registration
Release Notes for DevOps
Release Notes for DevOps
Getting Started with Release Notes for DevOps
Release Notes Hub
Release Notes Hub
Getting Started
What is an Entry
Extensions
Extensions
Release Note
Release Note
Getting Started
Create Entry
How to use
Import Release Notes
Known Issue
Known Issue
Getting Started
Create Entry
How to use
Upcoming Feature
Upcoming Feature
Getting Started
Create Entry
How to use
Entry Configuration
Entry Configuration
Items
Sequence
Placeholder
Labels
Options
Export a Entry
Release Note Tab Extension
Release Note Tab Extension
How to use
Configuration
Set Up Release Notes for DevOps
Set Up Release Notes for DevOps
Getting Started
General
Multilanguage
Placeholder
Entry
Work Item
Layout
Labels
Import
OpenAI
OpenAI
OpenAI
Getting Started
OpenAI
How to use
Build Task
Build Task
Getting Started
Configuration
Permissions and Error Handling
Upgrade Release Notes for DevOps
Upgrade Release Notes for DevOps
Getting Started
Subscriptions
More
More
Deactivate the Extension for certain projects
View not written release notes
Known Issues
Known Issues
Welcome to Known Issues
Simova CORE
Bau13b
Business Portals
Document Central
Document Central for Document Capture
Document Central for Dispatch
Document Central for Portals
Document Inbound
Document Dispatch
eDocuments (XSD)
Flow Path
Phone Connect
QR Pay
Upcoming Features
Upcoming Features
Simova CORE
Bau13b
Business Portals
Document Central
Document Central for Document Capture
Document Central for Dispatch
Document Central for Portals
Document Inbound
Document Dispatch
eDocuments (XSD)
Flow Path
Phone Connect
QR Pay
Changelogs
Changelogs
Welcome to Changelogs
Simova CORE
Simova CORE
AppSource
Business Central 26
Business Central 25
Business Central 24
Business Central 23
Bau13b
Bau13b
AppSource
Business Central 26
Business Central 25
Business Central 24
Business Central 23
Business Portals
Business Portals
AppSource
Business Central 26
Business Central 25
Business Central 24
Business Central 23
Document Central
Document Central
AppSource
Business Central 26
Business Central 25
Business Central 24
Business Central 23
Document Central for Document Capture
Document Central for Document Capture
AppSource
Business Central 26
Business Central 25
Business Central 24
Business Central 23
Document Central for Dispatch
Document Central for Dispatch
AppSource
Business Central 26
Business Central 25
Business Central 24
Business Central 23
Document Central for Portals
Document Central for Portals
AppSource
Business Central 26
Business Central 25
Business Central 24
Business Central 23
Document Inbound
Document Inbound
AppSource
Business Central 26
Business Central 25
Business Central 24
Business Central 23
Document Dispatch
Document Dispatch
AppSource
Business Central 26
Business Central 25
Business Central 24
Business Central 23
eDocuments (XSD)
eDocuments (XSD)
AppSource
Business Central 26
Business Central 25
Business Central 24
Business Central 23
Flow Path
Flow Path
AppSource
Business Central 26
Business Central 25
Business Central 24
Business Central 23
Phone Connect
Phone Connect
AppSource
Business Central 26
Business Central 25
Business Central 24
Business Central 23
QR Pay
QR Pay
AppSource
Business Central 26
Business Central 25
Business Central 24
Business Central 23
Release Notes for DevOps
Input Fields Setup
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