Setting up customers for Continia eDocuments

• 16/03/2026
• 6 minutter at læse

Once you've activated Continia eDocuments, set it up and enabled an output profile to send documents using Continia eDocuments, you must set up your customers to use Continia eDocuments. This process is described in the sections below.

Checking a customer's eDocument receiving capabilities

With Continia eDocuments, you can check if the customers that you do business with are capable of receiving eDocuments from you.

To enable this feature, see Checking a customer's receiving capabilities.

Once you've enabled the feature, you can verify if a customer is part of an eDocuments network. To do so, follow these steps:

1. Search for () and select Customers.
2. In the list of customers, click the name of the customer you want to check. This opens the Customer Card.
3. In the action bar, click Related > Customer > Continia eDocuments Setup.
4. If the eDocuments Receiving Capabilities FactBox on the right is empty, click Recheck eDocuments Receiving Capabilities in the action bar. Once the FactBox is populated, you can go through the types of documents the customer can receive – and via which network.

If you attempt to send an eDocument to a customer who's unable to receive it, an error is shown to indicate why. For example, the recipient might not be registered on the network.

To set up customers for eDocuments

There are two ways to set up customers so their network connection settings match the settings configured on your end.

The recommended way is to use the eCandidates feature, which offers automatic discovery and network registration of participants. Identified participants can then be connected individually or in batches, considerably speeding up the process.

However, it’s also possible to set up customers manually, as described below.

To set up customers automatically

Using the eCandidates feature, you can have customers set up automatically for Continia Document Output. This is described in detail in Setting up customers using eCandidates.

To set up customers manually

In order to set up a customer to use Continia eDocuments, follow these steps:

1. Search () for and select Customers.
2. In the list of customers, click the name of the customer you want to set up to use Continia eDocuments. This opens the Customer Card.
3. In the FactBox on the right, under Document Output > Output Profile, select the three dots on the right to open the Document Output Customer Card.
4. On the General FastTab, in the Output Profile field, select an output profile that you've enabled to send eDocuments.
5. On the Continia Delivery Network FastTab, specify how to identify the customer:
   1. In Recipient Type, select the type of identifier you want to use to identify the customer.
   2. If you selected Other under Recipient Type in step 5a above, click the three dots on the right side of the Receiver ID Type field to open the Continia Delivery Network Identifiers page. From the list of identifiers, select the one you want to use for this customer, and then click OK to return to the Document Output Customer Card.

      Bemærk

      If you selected VAT or GLN in step 5a, the Receiver ID Type field will be unavailable and autofilled with the correct identifier based on your selection and the related metadata that's available in the Continia Delivery Network.

   3. In Receiver ID, enter the customer's exact ID, unless this has been autofilled.

      Bemærk

      As in step 5b, if you selected VAT or GLN in step 5a, the Receiver ID field will be autofilled with the correct ID, if this is available for the selected customer.

6. Repeat steps 2-5 for any additional customers you want to set up.

Having assigned eDocuments-enabled output profiles to the selected customers and thereby enabled them for Continia eDocuments, you're now ready to send eDocuments to these customers. If necessary, you can add other customers at a later stage.