Managing Continia solutions (online)

• 12/01/2026
• 8 minutes to read

From the Continia Solution Management page, you can manage all Continia solutions and modules in one place. This includes starting or stopping a subscription, managing installed modules, and updating your invoicing and partner details. The page serves as a central hub for controlling your Continia products, ensuring straightforward and efficient management.

To access the page:

• Search () for and select Continia Solution Management.

To activate a solution

When you activate the solution for the first time, assistance from a Continia partner is required. During the initial activation guide, the partner logs in using their Continia credentials to help complete the setup.

To activate a new subscription or change from a trial to a subscription:

1. Search () for and select Continia Solution Management.
2. In the list of installed Continia solutions, select the solution you wish to activate or update from trial to subscription.
3. On the action bar, click Manage Subscription.
4. In the assisted setup guide, in the Activation mode field, click Start Subscription.
5. Follow the on-screen instructions to complete the guide.

To deactivate a solution for a company

You can deactivate a Continia solution for a single company without affecting the overall subscription or other companies in the environment. This is useful when a solution is no longer needed in a specific company, but should remain active elsewhere.

To deactivate a Continia solution in just one company:

1. Search () for and select Continia Solution Management.
2. In the list of installed Continia solutions, select the solution you wish to deactivate.
3. On the action bar, click Actions > Advanced > Deactivate App.

To cancel your subscription

Before canceling your subscription, note the following:

• Billing for usage - after cancellation, you'll still be billed for your usage during the month of cancellation, or you may be charged the minimum monthly fee. This applies to the services you used until the cancellation date.
• Database-wide cancellation - canceling a subscription applies to all companies in the database.
• Continued access to processed data - you’ll still have access to previously processed data, including images and PDF files, after the subscription is canceled.

To cancel your subscription:

1. Search () for and select Continia Solution Management.
2. Select the solution you wish to cancel from the list of installed Continia solutions.
3. On the action bar, click Cancel Subscription.
4. Follow the instructions in the assisted setup guide.

To enable or disable modules

To enable or disable a module:

1. Search () for and select Continia Solution Management.
2. In the list of installed Continia solutions, select the solution for which you want to enable or disable modules.
3. On the action bar, click Manage Modules.
4. Follow the instructions in the assisted setup guide to turn modules on or off.

To activate a trial module

When you have an active subscription for one or more modules, you can try out another module in your production environment completely free of charge for 30 days. This option is currently only available for a limited number of specific modules, but it may be applied to more modules in the future.

To activate a free 30-day trial of a module:

1. Search () for and select Continia Solution Management.
2. In the Subscription Modules FactBox on the right side of the page, locate the relevant module.
3. Select to open a dropdown menu for the module, and then click Start Trial to activate the module in trial mode.

If you want, you can stop the trial at any time within the 30-day trial period. To do so, follow the guide above but select Stop Trial instead in the dropdown menu.

To update invoicing information

To update your invoicing details:

1. Search () for and select Continia Solution Management.
2. In the list of installed Continia solutions, select the solution for which you want to update invoicing details.
3. On the action bar, click Update Company Information.
4. Update the relevant fields and click Update.

To update partner information

When you enable Update all Continia Solutions, the entered partner details are applied to all installed Continia solutions, even if individual solutions previously had different partner information.

To switch to a new Continia partner, the new partner must complete the following steps:

1. From within the organization's environment, choose the icon, enter Continia Solution Management, and then choose the related link.
2. In the list of installed Continia solutions, select the solution for which you want to update partner details.
3. On the action bar, click Update Partner Information.
4. Enter your Continia PartnerZone credentials.
5. Click Update.

To copy a company

The following instructions apply only to cloud instances. For instructions on how to copy a company on-premises, see Managing Solutions.

To safely create a company based on another company in a production or sandbox environment:

1. Copy the company, and give it a new name. For details on how to do this, see Copy a company (Microsoft article).

2. When you're done copying the company, choose the company switcher icon and select your new company.

3. Search () for and select Continia Solution Management.

4. In the list of installed Continia solutions, select the solution you wish to activate.

5. On the action bar, click Activate Solution and go through the setup – making sure to either activate as Trial in a Sandbox or as Trial or Subscription as required in Production.

6. Search () for and select Set Up [Name of the Solution].

7. Complete the assisted setup.

8. Document Capture only - search () for and select Export OCR Configuration Files.

9. Expense Management only - search () and select Synchronize with Expense Management.