Overview of Document Dispatch Setup
The setup of Document Dispatch takes place across several areas in the system. The module setup serves as an entry point, where basic module information can be viewed and managed. Further configurations such as shipping profiles, recipient logic, sender information, and permissions are made in separate areas. In sandbox environments, it is also advisable to activate the test mode to avoid unintentional communication with external partners. Thanks to the clear structure and thoughtful user guidance, Document Dispatch can be efficiently configured and deployed.
Quick Start Guide
To quickly get started with Document Dispatch, use the Quick Start Guide. This provides a step-by-step guide for the efficient setup of Document Dispatch.
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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 Dispatch will be ready for use in no time. For further assistance or advanced features, please consult the full documentation or contact our support team. Good luck with your document dispatch!
Setup Aids
To set up and configure Document Dispatch, you can either follow the various guides within the app itself or use the following list to manually set up functions:
| To | See |
|---|---|
| Setting up shipping profiles includes creating individual shipping profiles with various output types for any use. | Setting up Dispatch Profiles |
| Setting up email templates includes creating and importing email templates. | Setting up Email Templates |
| Setting up email signatures includes creating the individual email signature of users for sending emails. | Setting up Email Signatures |
| Setting up business partners includes creating and configuring the business partner. | Setting up a Business Partner |