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Document Central
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Document Central
Document Central
- Welcome to Document Central
- Getting Started
  Getting Started
- Quick Start Guides
  Quick Start Guides
- Setting up Document Central
  Setting up Document Central
- Working with Document Central
  Working with Document Central
- Features
  Features
  - Document Inbound
    Document Inbound
    
    Welcome to Document Inbound
    
    Installation from Extension Marketplace
    
    Transactions
    
    Module Setup
    
    Configuration wizard
    
    Setting up Document Inbound
    Setting up Document Inbound
    
    Setting up the email account
    
    Setting up the inbound lists
    
    Setting up a configuration
    
    Setting up barcode label printing
    
    Creating an app registration
    
    Assignment type
    Assignment type
    
    Assignment type
    
    Setting up barcode assignment
    
    Setting up filename assignment
    
    Setting up record ID assignment
    
    Setting up email assignment
    
    Working with Document Inbound
    Working with Document Inbound
    
    Working with Document Inbound
    
    Barcode Factbox
    
    Document Inbound Job Queue
    
    Inbound lists
    Inbound lists
    
    Inbound lists
    
    Splitting documents
    Splitting documents
    
    Splitting documents
    
    Assigning documents
    Assigning documents
    
    Assigning documents
    
    Assignment via barcode
    
    Assignment via filename
    
    Assignment via record ID
    
    Assignment via email address
    
    Working with failed inbound entries
  - Document Inbound Smart Processing
    Document Inbound Smart Processing
    
    Welcome to Smart Processing
    
    Setting up Smart Processing
    Setting up Smart Processing
    
    Smart Processing Setup
    
    Setting up System Services
    
    Setting up Classifications
    
    Setting up Capture Profiles
    
    Setting up Document Categories
    
    Setting up Process Templates
    
    Setting up Document Matching
    
    Setting up Inbound Lists
    
    Business Functions
    Business Functions
    
    Process Documents
    
    Process Emails
    
    Process XMLs
    
    Match Document Lines
    
    Master Data Creation
    
    Document Assignment
    
    Automate Process
    
    Consumption and Transactions
    
    Compliance
  - Document Central Link
    Document Central Link
    
    Welcome to Document Central Link
    
    Setting up Document Central Link
    Setting up Document Central Link
    
    Setting up an Inbound List
    
    Setting up mappings and related records
    
    Working with Document Central Link
    Working with Document Central Link
    
    Uploading a document
  - Document Central Compliance
    Document Central Compliance
    
    Welcome to Compliance
    
    Compliance Setup
    
    Audit Proof
    
    Setting up Secure Masking
    
    Setting up Access Control
    
    Setting up Sharepoint Permissions Synchronization
    
    Retention Label
    Retention Label
    
    Setting up Compliance
    
    Retention Label Queue Entries
    
    Configuration of Retention Labels
    
    Working with Retention Labels
  - Document Central to Document Capture
    Document Central to Document Capture
    
    Document Central to DC
- Development
  Development
  - Automated Document Archiving by Shadowprints
  - Double print reports to diffrent record
  - Create Document Relationship
  - Extending pages with Document Central
  - Extending Reports with Document Central
  - Extending Document Layout Selection when Posting
  - Setting up A Custom Document Layout Table
  - Setting up Quick Configuration in Document Central
  - Downloading Documents via Code
  - Creating a Barcode Entry by Code
  - Extending Reports with Barcodes
    Extending Reports with Barcodes
    
    Extending Reports with the Document Inbound Barcode
    
    Extending Reports with the Document Central Barcode (Old)
  - Uploading Documents via Code
    Uploading Documents via Code
    
    Uploading Documents over Document Inbound
    
    Uploading Documents over Document Central (Old)
  - Subscribing to Events for Document Inbound
    Subscribing to Events for Document Inbound
    
    Document Creation Events
- Published Events
  Published Events
- Troubleshooting
  Troubleshooting
- Others
  Others
  - FAQ
  - Resources for Help and Support
  - Resellers and Partners
    Resellers and Partners
    
    Resellers and Partners
    
    Becoming a Reseller
    
    Finding a Reseller
- Glossary
Phone Connect
Phone Connect
- Welcome to Phone Connect
- Getting Started
  Getting Started
- Setting up Phone Connect
  Setting up Phone Connect
  - Quick Start
  - Setting up Phone Connect
  - Install from Extension Marketplace
  - License Activation and Assignment
  - Module Setup
  - Number Transformation
  - CRM Integration
  - Caller Card Setup
  - Tray App
    Tray App
    
    Tray App Client Installation
    
    Tray App
    
    Tray App (OAuth)
    
    Tray App Setup
    Tray App Setup
    
    Tray App Setup
    
    Tray App TAPI Settings
    
    Tray App Settings for Microsoft Teams
    
    Setting up Users
    
    Setting up Microsoft Teams for the Tray App
    
    Webservice
- Working with Phone Connect
  Working with Phone Connect
  - Working with the Role Center
    Working with the Role Center
    
    Admin Role Center
    
    User Role Center
  - Working with Calls
  - Working with the Factbox
  - Using Permissions
  - Utilizing Microsoft Teams for Phone Connect
  - Working with Recall Requests
  - Working with Call Ratings
  - Working with Guidelines
- Development
  Development
  - Caller Card-Factboxes
    Caller Card-Factboxes
    
    Creating personalised Caller Card factboxes
    
    Extending Caller Card-Factboxes
  - Custom Business Mapping
    Custom Business Mapping
    
    Extending Custom Business Mappings
  - Integration in a Role Center
    Integration in a Role Center
    
    Phone Connect Cues
- Others
  Others
  - FAQ
  - Resources for Help and Support
  - Resellers and Partners
    Resellers and Partners
    
    Resellers and Partners
    
    Becoming a Reseller
    
    Finding a Reseller
Document Dispatch
Document Dispatch
- Welcome to Document Dispatch
- Getting Started
  Getting Started
- Quick Start Guide
  Quick Start Guide
  - Document Dispatch
- Setting up Document Dispatch
  Setting up Document Dispatch
  - Overview of Document Dispatch Setup
  - License Activation and Assignment
  - Module Setup
  - Setting up Dispatch Profiles
  - Setting up Dispatch Profile Output Type
    Setting up Dispatch Profile Output Type
    
    Output Type Email
    
    Output Type Download
    
    Output Type Print List
    
    Output Type FTP
  - Setting up Dispatch Profile Attachment
    Setting up Dispatch Profile Attachment
    
    Codeunit Attachment
    
    Document Central Attachment
    
    Report Attachment
    
    Report Selection Attachment
    
    File Attachment
  - Setting up PDF/A-3 Report
  - Setting up Email Templates
  - Setting up Business Partner
  - Setting up Extended Recipent Setup
  - Setting up the OneDrive Integration
  - Setting up CRM Integration
  - Setting up Unsent Dispatch Entry Crawler
  - Setting up Custom Report Layout
- Working with Document Dispatch
  Working with Document Dispatch
- Features
  Features
  - Document Dispatch eDocuments
    Document Dispatch eDocuments
    
    Welcome to eDocuments
    
    Quick Start Guide
    Quick Start Guide
    
    Document Dispatch eDocuments
    
    License Activation and Assignment
    
    Setting up eDocuments
    Setting up eDocuments
    
    General Settings
    
    Setting up a eDocuments Data Value
    
    Setting up a eDocuments Data Mapping
    
    Data Value Types
    Data Value Types
    
    Data Value Type Field
    
    Data Value Type Static
    
    Data Value Type Data Mapping
    
    Data Value Type Codeunit
    
    Data Value Type FieldLinked
    
    Setting up Dispatch Profiles
    Setting up Dispatch Profiles
    
    Dispatch Profile for ZUGFeRD
    
    Dispatch Profile for XInvoice
    
    Dispatch Profile with a validation
    
    Working with eDocuments
    Working with eDocuments
    
    Mandatory fields and ISO Codes
    
    Working with Schema
    
    Test XML Output
  - Document Dispatch Copilot
    Document Dispatch Copilot
    
    Welcome to Copilot for Document Dispatch
    
    Quick Start Guide
    Quick Start Guide
    
    Document Dispatch Copilot
    
    Azure OpenAI
    
    Working with Copilot
    Working with Copilot
    
    Using Copilot in Dialog
    
    Using Copilot for Templates
    
    Using Copilot for Placeholders
  - Document Dispatch E-Post
    Document Dispatch E-Post
    
    Welcome to E-Post
    
    Quick Start Guide
    Quick Start Guide
    
    Document Dispatch E-Post
    
    License Activation and Assignment
    
    Setting up E-Post
    Setting up E-Post
    
    Setting up E POST
    
    Working with E-Post
    Working with E-Post
    
    Working with the E-POSTBUSINESS API
  - Document Central for Dispatch
    Document Central for Dispatch
    
    Setting up an Document Inbound Upload
- Development
  Development
- Published Events
  Published Events
  - Provided Events
- Troubleshooting
  Troubleshooting
  - Troubleshooting
  - Sandbox Environment
- Others
  Others
  - FAQ
  - Resources for Help and Support
  - Resellers and Partners
    Resellers and Partners
    
    Resellers and Partners
    
    Becoming a Reseller
    
    Finding a Reseller
- Glossary
Business Portals
Business Portals
- Welcome to Business Portals
- Getting Started
  Getting Started
- Quick Start Guide
  Quick Start Guide
  - Business Portals
- Setting up
  Setting up
  - Overview of the setup of Business Portals
  - Setting up Dataset
    Setting up Dataset
    
    Caption Setup
    
    Dataset Setup
  - Setting up Dataset Table
    Setting up Dataset Table
    
    Dataset Table Setup
    
    Detail Layout Setup
    
    Setting up Actions
    Setting up Actions
    
    Action Setup
    
    Input Fields Setup
    
    Types
    Types
    
    Codeunit
    
    Download
    
    Form-link
    
    Form
    
    ICal
    
    Process
    
    Report-over-Codeunit
    
    Report
    
    Upload-to-Basket
    
    Upload
    
    Setting up Fields
    Setting up Fields
    
    Fields Setup
    
    Filters Setup
    
    Popups Setup
    
    Types
    Types
    
    Collection
    
    Form
    
    PowerBI
    
    Tab
    
    Table
    
    Text
    
    Tiles
    
    Calendar
  - Setting up Dashboard
    Setting up Dashboard
    
    Dashboard Setup
    
    Group Types
    Group Types
    
    Slide
    
    Tile
    
    Types
    Types
    
    Button
    
    Calendar
    
    Chart
    
    Cue
    
    CueKPI
    
    Download
    
    Image
    
    Marquee
    
    News
    
    OrderForm
    
    PowerBI
    
    Text
    
    Tile
    
    Video
  - Setting up Portal
    Setting up Portal
    
    Portal Setup
    
    Web User Setup
  - Setting up Module
    Setting up Module
    
    Configuring App Registrations
    
    Module Setup
    
    Language Setup
    
    Business Mappings
    
    Pop-ups
    
    User Setup
    
    Email Template Setup
    
    E-Mail Queue Sending
    
    App Notification Setup
    
    Status Setup
    
    Processes Setup
- Working with Business Portals
  Working with Business Portals
- Shared
  Shared
  - Power BI
    Power BI
    
    Power BI General
    
    Granting Access
    
    Embed a Report
    
    Filter Setup
- Features
  Features
  - Document Central for Portals
    Document Central for Portals
    
    Introduction to Document Central for Portals
    
    Setting up Document Central for Portals
    Setting up Document Central for Portals
    
    Quickstart
    
    Working with Document Central for Portals
    Working with Document Central for Portals
    
    Uploading and Downloading Documents
- Troubleshooting
  Troubleshooting
  - Business Portals Frontend-Update
- Others
  Others
  - Frequently Asked Questions
  - Resellers and Partners
  - Resources for Help and Support
  - Resellers and Partners
    Resellers and Partners
    
    Becoming a Reseller
    
    Finding a Reseller
Flow Path
Flow Path
- Welcome to Flow Path
- Getting started
  Getting started
- Setting up Flow Path
  Setting up Flow Path
  - Setting up Flow Path
  - Quick start
    Quick start
    
    Quick start
    
    Install from Extension Marketplace
    
    License Activation and Assignment
    
    Configuration Wizard
  - General Settings
    General Settings
    
    General settings
    
    Module Setup
    
    Module Activation
    
    Setting up users
    Setting up users
    
    Setting up users
    
    Email Setup
    
    Absence
    
    Setting up User Groups
    
    Setting up Email Templates
    Setting up Email Templates
    
    Setting up Email Templates
    
    Creating Email Templates
- Working with Flow Path
  Working with Flow Path
  - Working with Flow Path
  - Role Center
  - Administrator
  - User
  - Email Notification
  - Factbox
    Factbox
    
    Flow Path-Factbox
    
    Info Factbox
    
    History Factbox
    
    Relation Factbox
  - Create New Entry
    Create New Entry
    
    Create New Entry
    
    Information
    
    Questions
    
    Critical Entries
    
    Templates
    
    Finish Entry
    
    Forwarding Entry
    
    Tasks
    Tasks
    
    Tasks
    
    Subtasks
    
    Catalogs
    Catalogs
    
    Catalogs
    
    Answer Type
- Development and Published Events
  Development and Published Events
  - Extension of pages with Flow Path
    Extension of pages with Flow Path
    
    Extension of pages with the Flow Path Factbox
  - Flow Path Public Procedures
- Others
  Others
  - FAQ
  - Resources for Help and Support
  - Resellers and Partners
    Resellers and Partners
    
    Resellers and Partners
    
    Becoming a Reseller
    
    Finding a Reseller
QR Pay
QR Pay
- Welcome to QR Pay
- Getting Started
  Getting Started
- Quick Start Guide
  Quick Start Guide
  - QR-Pay
- Setting up QR Pay
  Setting up QR Pay
  - Setting up the QR Code
- Development
  Development
  - Extending Reports with QR Code
- Others
  Others
  - FAQ
  - Resources for Help and Support
  - Resellers and Partners
    Resellers and Partners
    
    Resellers and Partners
    
    Becoming a Reseller
    
    Finding a Reseller
Bau13b
Bau13b
- Welcome to Bau13b
- Getting started
  Getting started
  - Getting Started with Bau13b
  - Trials and Subscriptions
- Setting up Bau13b
  Setting up Bau13b
  - Quick Start
    Quick Start
    
    Quick start
    
    Install from Extension Marketplace
    
    License Activation and Assignment
    
    Default setup
  - General Settings
    General Settings
    
    General Settings
    
    Module Activation
    
    Setting up the federal states
    
    Setting up the data mapping
    
    Setting up the business document record
    
    Setting up the business mapping record
- Working with Bau13b
  Working with Bau13b
- Others
  Others
  - FAQ
  - Resources for Help and Support
  - Resellers and Partners
    Resellers and Partners
    
    Resellers and Partners
    
    Becoming a Reseller
    
    Finding a Reseller
Contract Management
Contract Management
- Welcome to Contract Management
- Getting started
  Getting started
- Quick Start Guide
  Quick Start Guide
  - Contract Management
- Setting up Contract Management
  Setting up Contract Management
- Working with Contract Management
  Working with Contract Management
- Others
  Others
  - FAQ
  - Resources for Help and Support
  - Resellers and Partners
    Resellers and Partners
    
    Sales Partners
    
    Becoming a Reseller
    
    Finding a Reseller
- Glossary
CORE
CORE
- Welcome to CORE
- Setting up CORE
  Setting up CORE
- The Simova API
  The Simova API
  - Welcome to the Simova API
  - The Services
    The Services
    
    Azure Blob Storage
    
    Azure
    
    Document Central Link
    
    Document Validation
    
    Document Viewer
    
    Functionalities
    
    Handler
    
    License
    
    Payment
    
    Sharepoint
- Licensing a Simova Product
  Licensing a Simova Product
  - License Activation and Assignment
  - Setting up Product Users
- Overview of Installed Products
- Using the Configuration Wizard
- Setting up Contact Person
- Setting up Job Queue Restarter
- Setting up AI Services
- CORE by Simova GmbH - App Registration
Release Notes for DevOps
Release Notes for DevOps
- Getting Started with Release Notes for DevOps
- Release Notes Hub
  Release Notes Hub
  - Getting Started
  - What is an Entry
  - Extensions
    Extensions
    
    Release Note
    Release Note
    
    Getting Started
    
    Create Entry
    
    How to use
    
    Import Release Notes
    
    Known Issue
    Known Issue
    
    Getting Started
    
    Create Entry
    
    How to use
    
    Upcoming Feature
    Upcoming Feature
    
    Getting Started
    
    Create Entry
    
    How to use
  - Entry Configuration
    Entry Configuration
    
    Items
    
    Sequence
    
    Placeholder
    
    Labels
    
    Options
  - Export a Entry
- Release Note Tab Extension
  Release Note Tab Extension
  - How to use
  - Configuration
- Set Up Release Notes for DevOps
  Set Up Release Notes for DevOps
  - Getting Started
  - General
  - Multilanguage
  - Placeholder
  - Entry
  - Work Item
  - Layout
  - Labels
  - Import
  - OpenAI
- OpenAI
  OpenAI
- Build Task
  Build Task
- Upgrade Release Notes for DevOps
  Upgrade Release Notes for DevOps
  - Getting Started
  - Subscriptions
- More
  More
Known Issues
Known Issues
Upcoming Features
Upcoming Features
- Simova CORE
- Bau13b Bau13b
  In this article
  - No Upcoming Features
- Business Portals
- Contract Management
- Document Central
- Document Central for Document Capture
- Document Central for Dispatch
- Document Central for Portals
- Document Inbound
- Document Dispatch
- eDocuments
- Flow Path
- Phone Connect
- QR Pay
Changelogs
Changelogs
- Welcome to Changelogs
- Simova CORE
  Simova CORE
- Bau13b
  Bau13b
- Business Portals
  Business Portals
- Contract Management
  Contract Management
- Document Central
  Document Central
- Document Central for Document Capture
  Document Central for Document Capture
- Document Central for Dispatch
  Document Central for Dispatch
- Document Central for Portals
  Document Central for Portals
- Document Inbound
  Document Inbound
- Document Dispatch
  Document Dispatch
- eDocuments
  eDocuments
- Flow Path
  Flow Path
- Phone Connect
  Phone Connect
- QR Pay
  QR Pay
- Release Notes for DevOps

In this article

No Upcoming Features

Bau13b

No Upcoming Features

There are currently no planned features.Once new features are available, you will find them here.

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