Activating Continia eDocuments

• 06/03/2024
• 5 minutes to read

This article explains how you activate Continia eDocuments. The activation is the first part of the overall setup process, which consists of the following steps:

• Activating Continia eDocuments (this article)
• Setting up Continia eDocuments, including XML structures and stylesheet import, if applicable
• Setting up the Continia Delivery Network, unless this has been done at an earlier stage
• Setting up Customers and Vendors

To activate Continia eDocuments

In order to activate Continia eDocuments and convert any existing XML templates, follow these steps:

1. Choose the icon, enter Continia Feature Management, and then choose the related link.
2. In the list of features, locate Continia eDocuments. In the Enabled column on the right side of the table, select the box to enable Continia eDocuments.
3. A dialog appears, asking if you're sure that you want to enable the feature. Select Yes to confirm.
4. The Continia eDocuments Wizard assisted setup guide opens. Select Next to start the guide.
5. In the Import from dropdown menu, select the method you want to use to import your eDocuments configuration settings. Select Next to continue.
6. The Continia eDocuments Wizard page opens. This allows you to copy your existing customer and vendor templates and convert them into templates that can be used with Continia eDocuments. Do one of the following:
   • If you want to copy and convert your existing templates, select Next in the lower-right corner of the page.

     Important

     Note that no existing templates will be deleted or replaced – they'll only be copied and then converted, and nothing will be lost.

   • If you don't want to copy and convert your existing templates but want a fresh start instead, enable the Do not copy and convert any XML templates toggle, and then select Next in the lower-right corner of the page. You can always copy and convert the templates later, if you change your mind.
7. In the lower-right corner of the page, select Finish to complete the assisted setup guide.

Continia eDocuments has now been activated. To be able to start using it to send and receive business documents, you must also set it up. This process is described in Setting up Continia eDocuments.