Setting up the Continia File Service in Business Central

When you've set up a repository and authorization key for the Continia File Service, you must configure the service in Microsoft Dynamics 365 Business Central. You can do this using the Expense Management Setup.

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The details you entered in the configuration tool when you configured the Continia File Service must be reused when you set up the service in Business Central, so it's important that they're identical with the ones you enter when following the guides below.

Set up the file service

To configure the Continia File Service in Business Central:

  1. Search Search for and select Expense Management Setup.

  2. Under General > Document Storage Type, click File Service.

  3. A dialog appears, asking you if you want to migrate your files to File Service. Click Yes to confirm and close the dialog. The Update Storage Settings - File Service page opens.

  4. Fill out the Server, Server Port, Repository, and Authorization Key fields, and modify the paths and the Disk File Directory Structure, if necessary.

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    Your Server Port, Repository, and Authorization Key entries must be identical with the corresponding entries you added in the configuration tool when you configured the Continia File Service. Also, the paths must correspond to the root folder you specified in the configuration tool.

  5. (Optional) If your server setup requires a secure connection using cryptography, SSL, or similar, enable Use Secure Connection.

  6. (Optional) To verify the setup:

    1. Click the three dots menu at the top, then click Test Connection.
    2. A dialog with connection details appears. Click OK to close it.
  7. On the Update Storage Settings - File Service page, click OK to continue.

  8. Follow the on-screen instructions to complete the guide.

The Continia File Service is now fully configured and ready for use as your default document storage type.