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Working with Document Inbound

Document Inbound is a solution for managing all external document entries into Document Central via the inbound lists. This solution allows for the organization, assignment, and manual review of incoming documents. There is also the option to centrally log all incoming documents to ensure complete traceability.

Returning Documents

Documents can be returned in various ways:

  • Via barcode labels,
  • Directly printed barcodes, or
  • QR codes through the inbound lists.

Additionally, documents can be returned with metadata in the filename. The return can occur either automatically or manually, with the employee performing a visual check in the inbound list. Barcodes generated from Business Central are automatically recognized and processed upon return.

Splitting Documents

The app allows documents containing barcodes to be split in various ways. This can be done both automatically and manually.

Automatic Splitting

Documents can be processed automatically in the Document Inbound - Document Import / Split Bot task queue. Here, the documents are automatically imported and split according to the predefined configuration.

Manual Splitting

Alternatively, documents can be manually uploaded to the inbound list and also manually split there. This method gives users more control and flexibility.

Assigning Documents

There are two main methods for assigning documents:

  • Barcode Assignment: Here, the recognized barcode is matched with the barcode input table, and the document is stored in the corresponding Business Central record.
  • Filename Assignment: This method uses configurable placeholders to extract values from the filenames of the imported documents and assigns the document to the correct Business Central record based on these values.

Manually Uploading Documents to the Inbound List

You can manually upload documents and then have them assigned either manually or automatically.

Follow these steps to manually upload a document to an inbound list:

  1. Start in the Document Inbound role center.
  2. Navigate to the Inbound Lists area. Alternatively, you can open the inbound list via the Ribbon Bar by clicking on Setup and then Inbound Lists.
  3. Select the desired inbound list and then click on the number in the All Documents column.
  4. Click on the Upload Documents action.
  5. Drop one or more documents in the upload area.
  6. The uploaded documents are now in the inbound list.

Automatically Assigning Documents

Follow these steps to have documents assigned automatically:

  1. Start in the Document Inbound role center.
  2. Navigate to the Inbound Lists area. Alternatively, you can open the inbound list via the Ribbon Bar by clicking on Setup and then Inbound Lists.
  3. Select the desired inbound list and then click on the number in the All Documents column.
  4. There should already be documents present in the inbound list; ideally, these have already been assigned to a target record.
  5. Click on the Automatically Assign action.
  6. The documents will now be automatically placed by the system into the corresponding target record.

See also