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Quick Start

Once Document Central has been licensed and configured, Document Inbound can be deployed. To use Document Inbound quickly and efficiently, the following steps need to be performed.

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Please note that Document Inbound is billed per Transaction.

Installation from the AppSource Catalog

Document Inbound can be directly installed in Business Central via the AppSource Apps. Follow these steps to install Document Inbound via the extension marketplace.

  1. Click on the search icon image, type Extension Marketplace, and select the corresponding link.
  2. Type Document Inbound in the search field on the right.
  3. The Document Inbound extension will appear in the search results.
  4. Click the Free Trial button.
  5. Fill in the required information and click Next.
  6. Choose the preferred language and click Install.
  7. The Document Inbound extension will be installed.

Running the Guided Experience Checklist

Document Inbound provides a guided experience for quick setup. The guided experience includes a checklist that can be completed in just a few minutes. Assign yourself the role of Document Inbound Administrator to perform the steps from the checklist.

Follow these steps to assign the Document Inbound Administrator role.

  1. Click on the settings icon image and select My Settings.
  2. Change the role to Document Inbound - Administrator and click OK.
  3. Business Central will reload, and the Document Inbound Administrator role should now be visible.

The checklist is visible at the top of the Document Inbound Administrator role and includes the following items. Each item can be performed step-by-step and checked off upon completion, so you can easily track which tasks have been successfully completed.

  1. Documentation
  2. Create an App Registration
  3. Configure an Email Account
  4. Configure Incoming Lists
  5. Import a Configuration
  6. Final Steps

Importing a Configuration

To quickly get started with Document Inbound, you can import a configuration. Follow the steps below:

  1. Click Start on the checklist to begin importing a configuration.
  2. On the welcome page, click Start to begin the wizard.
  3. Select Online as the source.
  4. Click Next.
  5. Multiple versions of the setup are available. Select the desired setup and click OK.
  6. The contents will be listed in the category selection. You can deselect individual items as needed.
  7. Complete the wizard by clicking Finish.

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You can also import your own configurations or those from a partner by selecting the file system as the source. Additionally, you can delete data in specific areas before importing in the category selection. To do so, enable the option "Delete beforehand" for the desired areas.

App Registration

To utilize all functions of Document Inbound, an App Registration must be created. Without this registration, access to the available features will not be possible.

  1. Navigate to Document Inbound Module Setup via search.
  2. Click the action Configure App Registration.
  3. Create a new App Registration.
  4. Grant consent for the App Registration.
  5. Complete the App Registration wizard.

The App Registration should now have been successfully created.

See also