Setting up DMS by Simova
DMS by Simova comes with a standard configuration that covers all common scenarios and processes, but you can change the configuration to fit the exact needs of your organization.
Standard setup
The standard configuration includes a set of predefined metadata, content types and document libraries all ready to use. This makes it easy to start working with DMS by Simova.
| To | See |
|---|---|
| Quick start includes all relevant steps to be able to work with DMS by Simova immediately. | Quick start |
| Install from Extension Marketplace includes how to install DMS by Simova directly in Business Central. | Install from Extension Marketplace |
| License activation includes the description to activate a trail or full license. | License activation |
| Configuration Wizard includes the description how to import the default configuration for DMS by Simova. | Configuration Wizard |
| General setup includes repository selection, job queue configuration, CRM integration, configuration of allowed file extensions, file name transformation, user and group creation. | General settings |
Setting up overview
To set up and configure DMS 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 |
|---|---|
| Repository setup includes the creation of metadata, content types and document libraries. | Setting up Repository |
| Mapping setup includes the creation of the document library mapping, dynamics field mapping and email mapping. | Setting up Mappings |
| Metadata management setup includes the creation of individuell metadata input fields or template selection. | Setting up Metadata Management |
| Document entry synchronization setup includes the configuration of document library synchronization. | Setting up Document Entry Synchronization |
| Additional Search setup includes the configuration of additional targets for document libraries. | Setting up Additional Search |
| Inbound List setup includes the configuration for returning documents via barcode or filename. | Setting up Inbound List |
| Reports setup includes the activation of shadow printing for reports. | Setting up Reports |