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eDocuments

eDocuments can be implemented and activated very quickly, enabling a fast return on investment. eDocuments offers a high level of customization through Document Dispatch and configuration. Many areas can be individually adjusted, and processes can be controlled with a setup. However, the goal of Simova products is to ensure that the start is very simple and fast.

Info

To use eDocuments, you need Document Dispatch. Document Dispatch is an all-in-one solution for digital document dispatch in Microsoft Dynamics 365 Business Central.

The following steps must be completed to quickly get started with eDocuments.

Quick Start Steps

To See
The first step is to install the eDocuments extension from the Marketplace in combination with Document Dispatch. Installation from Extension Marketplace
The second step is to activate the license and assign it to users. License Activation and Assignment
The third step is to import a standard configuration for the areas in Business Central where eDocuments is implemented in combination with Document Dispatch. Configuration Wizard

Info

Some areas are excluded from the standard configuration and are not imported with the Configuration Wizard. This concerns the general module configuration and the selection of the repository.

General Settings

All functions and integrations of eDocuments can be activated and deactivated in the general module configuration. eDocuments is still deactivated with the standard configuration. The steps from Module Activation must be completed for activation. Other setup parameters are set by default and can be adjusted according to the instructions in the General Settings.

Installation from Extension Marketplace

eDocuments can be installed in conjunction with Document Dispatch directly via the Extension Marketplace in Business Central. The Extension Marketplace integrates the AppSource Marketplace into Business Central.

Extension Marketplace

The following steps must be completed to install eDocuments and Document Dispatch via the Marketplace.

  1. Select the Document Dispatch icon, enter Extension Marketplace, and then select the appropriate link.
  2. Enter Document Dispatch in the search field on the right.
  3. Document Dispatch will appear in the search results.
  4. Click the Free Trial button.
  5. Fill in the necessary information and click Next.
  6. Select the preferred language and click Install.
  7. The eDocuments and Document Dispatch extensions will be installed.

Extension Management

To get an overview of the installed extensions and manage them, the Extension Management must be opened. It is also possible to view the deployment status in Extension Management.

  1. Select the Document Dispatch icon, enter Extension Management, and then select the appropriate link.
  2. Search for Document Dispatch in the list of installed extensions.
  3. Select the Document Dispatch entry.
  4. Click Manage in the menu bar and perform the Deployment Status action.
  5. The deployment status of the Document Dispatch extension will be displayed.
  6. Search for eDocuments in the list of installed extensions.
  7. Select the eDocuments by Simova entry.
  8. Click Manage in the menu bar and perform the Deployment Status action.
  9. The deployment status of the eDocuments extension will be displayed.

Module Activation

The functions and processes of eDocuments can be manually enabled and disabled in Document Dispatch. The module is deactivated with the standard configuration via the Configuration Wizard.

Activating the Module

The following steps must be completed to activate the eDocuments module.

  1. Navigate through the Document Dispatch - Administrator Role Center.
  2. Click Setup in the menu bar.
  3. Click eDocuments License.
  4. Enter the Customer No..
  5. Enter the Activation Code.
  6. Click Users in the menu bar or the Number in the Active User Count field.
  7. Activate the users for eDocuments.
  8. Save and close.

Warning

It is important that both Document Dispatch and eDocuments (including trial version) are licensed and activated to use the full functionality of both products.

Configuration Wizard

eDocuments and Document Dispatch are based on CORE and include the Configuration Wizard for quick and easy import of complete setups. The Configuration Wizard can access an online library with complete setups for all Simova products. The setups from the online library are regularly expanded and adapted to new functions or process integrations. Additionally, it is possible to import and export configuration files from the file system.

Import Setup

Since eDocuments is seamlessly integrated into Document Dispatch, we start the configuration with the Configuration Wizard in the Document Dispatch Admin Role Center.

The Configuration Wizard can be started from the role of the Document Dispatch Administrator. The following steps must be completed to import a setup from the online library.

  1. Click Setup in the menu bar and perform the Wizard action.
  2. Select Online as the source and Import as the action.
  3. Click Next.
  4. Select Document Dispatch as the product and click OK.
  5. Several versions of a setup will be provided. Select the desired setup and click OK.
  6. The contents will be listed in the category selection. Individual contents can be deselected. The setup will be completely imported. Click Finish.
  7. The setup is now fully imported.

Info

Data in a section can be deleted before import in the category selection. To do this, individual sections can be activated with the Delete Before option.

Export Setup

It is also possible to export a setup using the Configuration Wizard. The following steps must be completed to export a setup using the Configuration Wizard.

  1. Click Setup in the menu bar and perform the Wizard action.
  2. Select Online as the source and Export as the action.
  3. The definition for the export will be displayed. A product definition can be created manually or imported from an online library. Perform the Import Product Definition action to import the product definition from the online library.
  4. Select Document Dispatch as the product and click OK.
  5. Several versions of a product definition will be provided. Select the desired product definition and click OK.
  6. The product definition will be imported and can be adjusted if necessary.
  7. Click Next to display the data contents in the category selection.
  8. The contents will be listed in the category selection. Individual contents can be deselected. The setup will be completely exported. Click Finish.
  9. The creation of the setup file will start and the setup file will be downloaded.
  10. The export of the setup is complete.