Uploading a document
To Upload a Document to Document Central via Document Central Link, you need to have Document Central Link configured and licensed first. To upload a document follow these steps:
- Select an e-Mail from an sender that can be found via Document Link.
- Select the record that you want to uplaod to, you can check the record via the action Open in Business Central.
- Select the Files you want to uplaod and also the contenttype that the Document should have.
- Click on Upload
- You can check the status of the upload at the top of the screen in an pop-up message. The Message will also inform you when the upload hs been completed.