Setting up Document Dispatch

Document Dispatch 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.

Standard setup

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 Dispatch.

To	See
Quick start includes all relevant steps to be able to work with Document Dispatch immediately.	Quick start
Install from Extension Marketplace includes how to install Document Dispatch directly in Business Central.	Install from Extension Marketplace
License activation includes the description to activate a trail or full license.	License activation
Configuration Wizard includes the description how to import the default configuration for Document Dispatch.	Configuration Wizard
General setup includes repository selection, job queue configuration, CRM integration, configuration of allowed file extensions, file name transformation, user and group creation.	General settings

Setting up overview

To set up and configure Document Dispatch, you can either follow the various guides included in the app itself or use the following list to set up features manually:

To	See
Dispatch Profile setup includes the creation of individual dispatch profiles with different output types for any uses.	Setting up Dispatch Profiles
Email Template setup includes the creation and import of email templates.	Setting up Email Templates
Email Signature setup includes the creation of the users individual email signature for the use of sending emails.	Setting up Email Siignatures
Business Partner setup includes the creation and configuration of the business partner.	Setting up a Business Partner
Data Mapping setup includes the creation and configuration of the data mappings.	Setting up Data Mapping