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Quick Start

Document Dispatch can be implemented and activated very quickly. This allows a quick return on investment to be generated. Document Dispatch 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 Dispatch.

  1. Install the Document Dispatch 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 email setup. These steps will be set up in a separate wizard and can be executed from the guided experience checklist.

Install from Extension Marketplace

Document Dispatch 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 Dispatch via the Extension Marketplace.

  1. Click on the Search image icon, enter Extension Marketplace, and then select the related link.
  2. Enter Document Dispatch in the search field on the right side.
  3. The extension Document Dispatch 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 Dispatch Extension will be installed.

Execute Guided Experience Checklist

Document Dispatch 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 Dispatch Administrator Role to carry out the steps from the checklist.

Follow these steps to assign the Document Dispatch Administration Role.

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

The checklist is visible at the top of the Document Dispatch 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 Document Dispatch
  3. Import a Configuration
  4. Configure your Email Account
  5. Setup supported Languages
  6. Select your Recipient Types
  7. Last Steps

Info

If the checklist is not visible in the Document Dispatch 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 Dispatch. This is a great opportunity to find and consult key information in the documentation.

License Document Dispatch

A license must be activated to use Document Dispatch. 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 Dispatch, 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" and click on Next.
  5. Enter your license credentials in the fields "Client No." and "Activation Key", or start a trial by clicking on Start Trial and click on Next.
  6. Add the users you want to license for Document Dispatch. To do this, select the users by their User ID and click on Activate. Click on Next.
  7. Select a contact person for Document Dispatch by their User ID and click Next.
  8. 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 Dispatch for 30 days and enables the activation of up to 5 users during this period.

Import a Configuration

To get started quickly with Document Dispatch, 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 and click on Next.
  4. Several versions of the setup are available. Select your desired setup and click OK.
  5. The contents will be listed in the Category Selection. You can unselect individual items if needed.
  6. 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.

Configure your Email Account

One of the most important output types is the sending via email. Document Dispatch using the default email accounts feature of Business Central. To configure an email account, follow the steps below:

  1. Click on Start in the checklist to initiate the configuration of an email account.
  2. On the welcome page, click on Begin to start the wizard.
  3. If an email account exists, select it. Otherwise, click Create a New Email Account.
  4. On the welcome page for email account setup, click on Next to start the wizard.
  5. Choose the preferred email account type and follow the wizard steps until the account is created.
  6. Back on the Email Account Wizard page click on Next.
  7. Complete the wizard with Finish.

Setup supported Languages

Document Dispatch supports sending emails in multiple languages. Depending on the master data language, the corresponding language-specific email template is used. To ensure this functionality, you need to add the known languages to Document Dispatch. To add a language, follow these steps:

  1. Click on Start in the checklist to initiate the process of adding a language.
  2. On the welcome page, click on Begin to start the wizard.
  3. Add a language by selecting the three-letter language code in the Code field.
  4. Complete the wizard with Finish.

Select your Recipient Types

Document Dispatch can determine recipient information using three different methods:

  • Dynamic Table Setup: Recipient information is determined dynamically from a configured table.
  • Extended Recipient Setup: Recipient information is retrieved from an extended table related to the master data.
  • Document Dispatch Business Partners: Recipient information is sourced from a Document Dispatch-specific table.

To ensure the correct determination of recipient information, you need to activate the corresponding method. To activate the recipient information determination, follow these steps:

  1. Click on Start in the checklist to initiate the process of adding a language.
  2. On the welcome page, click on Next to start the wizard.
  3. Activate the preferred recipient determination and click on Next.
  4. Complete the wizard with Finish.

Last Steps

In the final step, complete the relevant settings to activate Document Dispatch. 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 Dispatch. 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 Active checkbox to activate Document Dispatch.
  4. Congratulations! Document Dispatch is now activated and ready to use.