Overview of Document Central Setup
Document Central is delivered with a standard configuration that covers all common scenarios and processes. However, this configuration can be tailored to the specific needs of your organization. Alternatively, you can also create your own configuration from scratch and use it as a template for the import wizard. To help you understand the manual setup of Document Central, this overview provides guidance for manual configuration.
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We recommend importing the standard configuration as a basis – even for a manual setup. The standard configuration provides an excellent foundation for Business Central Standard and can be adapted to your specific requirements. It includes predefined metadata, content types, and document libraries that are ready to use immediately. This makes getting started with Document Central particularly easy.
Quick Start
To quickly get started with Document Central, use the Quick Start guide. This provides a step-by-step guide for your first steps in Document Central.
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Access the Quick Start Guide: Open the Quick Start Guide.
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Use the Guided Checklist: The guide uses the guided checklist from Business Central to walk you through each setup step. You can find the checklist in the administrator role of Document Central.
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Complete Each Step: Follow the instructions and complete each step in order to ensure a smooth setup.
By following these instructions, Document Central will be ready to use in no time. For further assistance or advanced features, please consult the full documentation or contact our support team. Good luck with document management!
Setup Aids
You can set up Document Central either using the provided guides or manually through the following list.
| Process | Reference |
|---|---|
| Repository setup includes creating metadata, content types, and document libraries. | |
| Setting up the Repository | |
| Metadata setup includes creating metadata and publishing it in the repository. | |
| Setting up Metadata | |
| Content types setup includes creating content types and publishing them to the repository. | |
| Setting up Content Types | |
| Document library setup includes creating document libraries and publishing them to the repository. | |
| Setting up Document Libraries | |
| Mapping setup includes creating mappings for document libraries, mapping for Dynamics fields, and email mapping. | |
| Setting up Mappings | |
| Metadata management setup includes creating custom metadata input fields or selecting templates. | Setting up Metadata Management |
| Document entry synchronization setup includes configuring the synchronization of document libraries. | |
| Setting up Document Entry Synchronization | |
| Additional search setup includes configuring additional targets for document libraries. | |
| Setting up Additional Search | |
| Report setup includes enabling shadow printing for reports. | |
| Setting up Reports |