Using the Document Capture Assisted Setup

  • 21/05/2026
  • 4 minutes to read

The Continia Document Capture assisted setup guide allows you to handle three different tasks in Microsoft Dynamics 365 Business Central: import a configuration, export a configuration, and set up company.

Note

This assisted setup was only designed to import and export configuration, therefore it doesn’t include data such as G/L accounts, items, customers, etc.

To import a configuration

Configurations include templates related to document categories, eDocuments, and the Document Capture setup. Depending on the source you choose – file or online –, importing a configuration allows you to:

  • Reuse a configuration that had already been set up and exported in a different company or a different environment. This can be used to create a backup before a migration, or to copy a working setup from a test environment to a production environment.
  • Update a configuration to its latest version. This can be used to align templates and troubleshoot issues with XML structures, for example. By default, existing categories and templates are not included in the import. If you select existing categories and templates for inclusion, the update irreversibly overwrites the existing ones.
  • Add templates that were either unavailable or hadn't been installed when you first set up Document Capture.

To import a configuration:

  1. Search (Search) for and select Set Up Document Capture.
  2. In the Action dropdown menu, click Import Configuration.
  3. In the Import from dropdown menu, select the source of the configuration (e.g.: Online). If you select File, you need to add the file that contains the configuration under File Name.
  4. If the correct localization isn't automatically set, select the three dots by the Localization field and select the correct localization. This is only required when importing from online.
  5. Select or clear the checkboxes by each configuration to include them or exclude from the import (e.g.: eBilling). When you're done, click Next.
  6. When the process is completed, click Finish to close the popup.

To export a configuration

Exporting a configuration allows you to reuse configurations set up in the current company. These configurations include templates related to document categories, eDocuments, and the Document Capture Setup.

To export a configuration:

  1. Search (Search) for and select Set Up Document Capture.
  2. In the Action dropdown menu, click Export Configuration.
  3. Select or clear the checkboxes by each configuration to include them or exclude from the export. When you're done, click Next.
  4. The configuration file is generated and automatically downloaded. Click Finish to close the popup.

To set up a company

Setting up a company ensures that Document Capture has the basic configuration to handle most tasks. This includes master templates and identification templates.

To set up a company:

  1. Search (Search) for and select Set Up Document Capture.
  2. In the Action dropdown menu, select Set up Company.
  3. If the correct localization isn't automatically set, click the three dots by the Localization field and select the correct localization.
  4. When the process is completed, click Finish to close the popup.