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Quick Start

Document Inbound can be implemented and activated very quickly. This allows a quick return on investment to be generated. Document Inbound offers a high level of customization via configuration. Many areas can be customized 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 steps need to be performed to get started quickly with Document Inbound.

Quick start steps

To See
The first step is to install the Document Inbound extension from the marketplace. Install from Extension Marketplace
The second step is navigating to the Document Inbound Rolecenter and starting the checklist. Document Inbound Rolecenter and Checklist
The third step is to activate the license and assign the license to the users. License activation and assignment
The fourth is to import a default configuration for the areas in Business Central where Document Inbound is implemented. Configuration Wizard
The fifth step step is to create an app registration for Document Inbound. Create an App Registration
The sixth step is to configure the email setup. Configure Email Setup
The seventh step is to create and configure an inbound list. Inbound List Setup
The eighth step is to create and configure a configuration for the import and splitting of documents. Import Configuration Setup
The ninth and last step is to complete the module activation for Document Inbound. Module Activation

Information

After finishing the listed steps, a full pre-defined configuration for Document Inbound is in place and functional. In case it is desired to configure Document Inbound manually, the manual setup area of the documentation can be used.

Document Inbound Admin Rolecenter & Checklist

The Document Inbound configuration is handeled mostly within the Document Inbound Administrator Rolecenter. The Administrator Rolecenter can be assigned by following the next steps.

  1. In Business Central, go to Settings.
  2. Click on My Settings.
  3. Click on the three dots in the first row right next to the Role field.
  4. Select the Document Inbound Administrator role.
  5. Click on OK on the My Settings page.
  6. The Document Inbound Administrator role is now assigned to the user.

General settings

All functions and integrations of Document Inbound can be activated and deactivated in the general module setup. Document Inbound is still deactivated with the default setup implemantation. The steps from the Module activation need to be carried out for the activation. Other setup parameters are set by default. They can be adjusted according to the instructions in the General settings.

Job Queue

In the module setup of Document Inbound it is possible to define the maximum number of errors each job queue can run in. In Document Inbound, the default value is set to 5 for the maximum number of errors per job queue run.

App Registration

An app registration must be created in Document Inbound to use all functionalities. Without creating an app registration there is no access to any functionalities. In the module setup of Document Inbound it is possible to view all related registration data after the app registration.

See also