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Overview of setting up Document Central

Document Central comes with a standard configuration that covers all common scenarios and processes, but you can change the configuration to fit the exact needs of your organization. You can also create your own configuration from scratch and use it as a template for the import wizard. To help you understand how to set up Document Central from scratch, this overview provides a guide for manually setting up Document Central.

Info

We recommend importing the standard setup as a basis, even when performing a manual configuration. The standard setup provides an excellent foundation for Business Central Standard and can be adjusted to meet your specific needs. The standard configuration includes a set of predefined metadata, content types, and document libraries, all ready to use. This makes it easy to start working with Document Central.

Quick Start

To get started quickly with Document Central, use the Quick Start Guide. This guide provides a step-by-step walkthrough to help you set up Document Central efficiently.

  • Access the Quick Start Guide: Launch the Quick Start Guide.

  • Follow the Guided Experience Checklist: The guide uses Business Central’s Guided Experience Checklist to walk you through each setup step. You'll find the Guided Experience Checklist on the Document Central administrator role.

  • Complete Each Step: Follow the prompts and complete each step in sequence to ensure a smooth setup process.

By following these instructions, you'll have Document Central up and running in no time. For further assistance or advanced features, refer to the full documentation or contact our support team. Enjoy a streamlined document management experience!

Setting up guides

You can set up and configure Document Central by either following the included guides or manually setting up features using the list below.

To See

| Repository setup includes the creation of metadata, content types and document libraries. | Setting up Repository | | Mapping setup includes the creation of the document library mapping, dynamics field mapping and email mapping. | Setting up Mappings | | Metadata management setup includes the creation of individuell metadata input fields or template selection. | Setting up Metadata Management | | Document entry synchronization setup includes the configuration of document library synchronization. | Setting up Document Entry Synchronization | | Additional Search setup includes the configuration of additional targets for document libraries. | Setting up Additional Search | | Inbound List setup includes the configuration for returning documents via barcode or filename. | Setting up Inbound List | | Reports setup includes the activation of shadow printing for reports. | Setting up Reports |