Getting started with Document Central

This guide will help you quickly get started with Document Central using the setup wizard and standard configuration. Document Central is designed to be user-friendly, allowing you to manage your documents efficiently right out of the box. For advanced users, our platform also provides options for manual configuration to tailor it to your specific needs.

Try it out

If you’d like to try out Document Central before subscribing, you can sign up for a free trial. Opens the Microsoft AppSource and simply select Free trial in the upper-left corner. This free trial gives you access to all Document Central functionality for up to 30 days. Following the trial period, or at any point during it, you can easily subscribe to Document Central if you want. You’ll already be up and running when you subscribe, and you can then continue working with the same data as in the trial period. For any questions you might have, please reach out to your certified Simova partner.

Use the Document Central Role

Document Central provides a dedicated role for administration. For an optimal overview of the setup and status of Document Central processes, switch to the Administrator role. This role also offers statistics for document management, allowing you to maintain an overview of all document management processes.

Document Central includes the following roles:

Document Central Administrator
Document Central User

Learn how to get familiar with Document Central

Use the Quick Start Guide to get started quickly with Document Central. The Quick Start Guide will guide you through all the relevant steps. Once you have gone through these, you are ready to start using Document Central. To set up and configure Document Central, you can either follow the various guides included in the app itself.

Extend your Business Central with Document Central

To fully leverage Document Central, there are various standard options for integrating it into a complete solution or process. The simplest method is to subscribe to the default published events for Document Central. Additionally, we provide code snippets to make the integration as easy as possible.

Support and Resources

If you need assistance, Simova offers several support options. Depending on your needs, you can choose from various types of support. Use Docs to find guides for setting up Document Central, or check our YouTube channel for helpful videos about Document Central.

To get the full version of Document Central on a more permanent basis and with absolutely no limitations or strings attached, you can always subscribe and get started right away. In this way you can start benefiting from the app and using it for real sooner than with a trial, and the user-friendly interface makes it easy to get started.

To subscribe to Document Central, simply reach out to your existing Microsoft Dynamics 365 Business Central partner. Your partner will help you with all subscription-related matters and get you up and running fast. In fact, it’s important that you’re assisted by your partner when you activate any version of Document Central, as this ensures that you get off to a good start and that everything is done properly. For more information, see Finding a Reseller of Document Central.

You can ask your partner any questions you might have. If you’re looking for further inspiration or would like to familiarize yourself with Document Central, there’s plenty of useful information under Getting started with Document Central.