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Quick Start

Document Central can be implemented and activated very quickly. This allows a quick return on investment to be generated. Document Central offers a high level of customisation via configuration. Many areas can be customised and processes can be controlled with a setup. But the aim of Simova products is that the start-up is very easy and fast.

The following two steps need to be performed to get started quickly with Document Central.

  1. Install the Document Central extension from the marketplace.
  2. Execute the steps from the Guided Experience checklist.

Info

Some areas are excluded from the default setup and are not imported with the configuration wizard. This concerns the general module setup and the selection of the repository. These steps will be set up in a separate wizard and can be executed from the guided experience checklist.

Install from Extension Marketplace

Document Central can be installed in Business Central directly via Extension Marketplace. The Extension Marketplace integrates the AppSource Marketplace in Business Central.

Follow these steps to install Document Central via the Extension Marketplace.

  1. Click on the Search image icon, enter Extension Marketplace, and then select the related link.
  2. Enter Document Central in the search field on the right side.
  3. The extension Document Central from the provider Simova GmbH is displayed in the search results.
  4. Click on the Free Trial button.
  5. Fill in the necessary information and click Continue.
  6. Choose the preferred language and click on Install.
  7. The Document Central Extension will be installed.

Execute Guided Experience Checklist

Document Central offers a guided experience for quick setup. The guided experience provides a checklist that can be completed in just a few minutes. Assign yourself the Document Central Administrator Role to carry out the steps from the checklist.

Follow these steps to assign the Document Central Administration Role.

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

The checklist is visible at the top of the Document Central Administrator Role and covers the following points. Each point can be executed step-by-step and ticked off upon completion, allowing you to easily track which tasks have been successfully completed.

  1. Documentation
  2. License your Document Central
  3. Import a Configuration
  4. Set up your Repository
  5. Last Steps

Info

If the checklist is not visible in the Document Central administrator role, search for Show the checklist in the search bar and execute the action. This will reload the current role and reactivate the checklist.

Documentation

Access the Simova documentation for Document Central. This is a great opportunity to find and consult key information in the documentation.

License your Document Central

A license must be activated to use Document Central. The following steps will guide you through the licensing process. Follow the steps below:

  1. Click on Start in the checklist to initiate the licensing wizard.
  2. On the welcome page, click on Begin to start the wizard.
  3. To use Document Central, please read the Data Protection Information and End-User License Agreement.
  4. Accept the terms and conditions by checking the box labeled "I accept the terms and conditions".
  5. Click on Next.
  6. Enter your license credentials in the fields "Client No." and "Activation Key", or start a trial by clicking on Start Trial.
  7. Click on Next.
  8. Add the users you want to license for Document Central. To do this, select the users by their User ID and click on Activate.
  9. Click on Next.
  10. Select a contact person for Document Central by their User ID and click Next.
  11. Complete the wizard with Finish.

Info

When starting a trial, you must enter the relevant company information on the next screen to proceed successfully. Some of this information will be automatically populated from your Business Central environment. The trial allows the use of Document Central for 30 days and enables the activation of up to 5 users during this period.

Import a Configuration

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

  1. Click on Start in the checklist to initiate the import of a configuration.
  2. On the welcome page, click on Begin to start the wizard.
  3. Select Online as the source.
  4. Click on Next.
  5. Several versions of the setup are available. Select your desired setup and click OK.
  6. The contents will be listed in the Category Selection. You can unselect individual items if needed.
  7. Complete the wizard with Finish.

Info

You can also import your own configurations or those from a partner by selecting File System as the source. Additionally, you can clear data in specific areas before the import in the Category Selection. To do this, activate the Clear Before option for the desired areas.

Set up your Repository

To use Document Central, you must set up a repository. You can choose between SharePoint Online and Azure Blob Storage. Follow the steps below:

  1. Click on Start tour in the checklist to initiate the repository setup.
  2. You will be redirected to the repository list, where you can take a tour that will guide you through everything relevant to setting up a repository. Click on Take a tour to start the repository setup tour.
  3. When you have completed the tour, click on New to start the repository setup wizard.
  4. On the welcome page, click on Begin to start the wizard.
  5. Enter a code in the Repository Code field and select the preferred repository type.
  6. Enter the relevant data for either SharePoint Online or Azure Blob Storage.
  7. Activate the repository by checking the box labeled "Set as Active Repository".
  8. Complete the wizard with Finish.

Last Steps

In the final step, complete the relevant settings to activate Document Central. Follow the steps below:

  1. Click on Start tour in the checklist to initiate the Last Steps setup.
  2. You will be redirected to the module setup, where you can take a tour that will guide you through everything relevant to setting up Document Central. Click on Take a tour to start the module setup tour.
  3. When you have completed the tour, make the page editable and check the Activate Module checkbox to activate Document Central.
  4. Congratulations! Document Central is now activated and ready to use.