Getting started
Document Inbound by Simova needs to be set up in some areas. Some setups aren't provided with the configuration wizard because these are individual for each environment.
Quick Start
To set up and configure Document Inbound by Simova, you can either follow the various guides included in the app itself or use the following list to set up features manually:
| To | See |
|---|---|
| Quick start includes all relevant steps to be able to work with Document Inbound by Simova immediately. | Quick start |
| Install from Extension Marketplace includes how to install Document Inbound by Simova directly in Business Central. | Install from Extension Marketplace |
| License activation includes the description to activate a trial or full license. | License Activation and Assignment |
| Functions of Document Inbound by Simova can be activated and deactivated centrally in the general setup. | Module activation |
| Configuration Wizard includes the description how to import the default configuration for Document Inbound by Simova. | Configuration Wizard |
| Creation of the email account that is used for the import of the documents and the splitting process. | Setting up the Email Account |
| Selection of the Inbound List where the imported files and documents are to be stored. It is possible to create multiple inbound lists with different configurations. | Setting up the Inbound Lists |
| Parameters for the automatic processing of the report and job queue can be set up. | Setting up a Configuration |
Manual Setup
If individual settings in Document Inbound need to be set up again, then this list can be followed for the manual setups.
| To | See |
|---|---|
| Creation of the email account that is used for the import of the documents and the splitting process. | Setting up the Email Account |
| Selection of the Inbound List where the imported files and documents are to be stored. It is possible to create multiple inbound lists with different configurations. | Setting up the Inbound Lists |
| Parameters for the automatic processing of the report and job queue can be set up. | Setting up a Configuration |
| The App Registration is required by Document Inbound, to be able to use all of the feature and functions that are available. | Create an App Registration |