The Customers, Employees, and Vendors Categories

  • 03/01/2025
  • 4 Minuten Lesedauer

The Customers, Employees, and Vendors categories – CUSTOMER, EMPLOYEE, and VENDOR – enable Continia Document Capture to automatically attach documents to the related person or business in Microsoft Dynamics 365 Business Central. Processed documents in these categories can automatically recognize the person or business related to these documents, which are then attached accordingly upon registration.

Registered documents are fully searchable within Business Central, allowing for quick and easy retrieval – while documents added via Drag & Drop aren’t searchable as they aren’t OCR-processed.

Tipp

To use Document Search, choose the Search icon, enter Document Search, and choose the related link. You can then enter the desired keywords, with or without additional search parameters.

Hinweis

If you don't need Document Search, you can drag and drop documents into the FactBox of a person or entity. To do so, open the related page (such as Employees), select the desired person or entity, and drag the document from your File Explorer or desktop into the Documents FactBox.

To attach a document to a customer

  1. Choose the Search icon, enter Document Categories, and then choose the related link.
  2. Select the CUSTOMER code to open the document journal for customer documents.
  3. In the list of documents, select the document you want to attach to a customer.
  4. Check if the right customer has been recognized. If something is wrong or missing, correct this manually.
  5. In the action bar, select Home > Register to complete the registration of the document.

To attach a document to an employee

  1. Choose the Search icon, enter Document Categories, and then choose the related link.
  2. Select the EMPLOYEE code to open the document journal for employee documents.
  3. In the list of documents, select the document you want to attach to an employee.
  4. Check if the right employee has been recognized. If something is wrong or missing, correct this manually.
  5. In the action bar, select Home > Register to complete the registration of the document.

To attach a document to a vendor

  1. Choose the Search icon, enter Document Categories, and then choose the related link.
  2. Select the VENDOR code to open the document journal for vendor documents.
  3. In the list of documents, select the document you want to attach to a vendor.
  4. Check if the right vendor has been recognized. If something is wrong or missing, correct this manually.
  5. In the action bar, select Home > Register to complete the registration of the document.

See also

Basic Concepts in Document Capture
Working with Document Categories