Activating Document Handling

Getting Started with Document Handling
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A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner A "configuration"-video is about how you configure your solution and get it ready for use. Typically, these videos are quite advanced. Configurations This video includes functionality from the app "Document Handling" which is available at Microsoft AppSource. Click to visit AppSource. Document Handling

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Presenter: Christina Fausbøll, Product Manager

When you have downloaded document handling and installed it, you need to activate the app to start using it.

Here on the role center, a notification is being shown that document handling has been installed but not yet activated.

To activate document handling, press on activate document handling now.

This will take you through the document handling install guide where you need to enter your email address for communication about the trial period.

Or the app has a 60 days free trial where you can try out the product and see if it meets your requirements.

Now I can either finish the setup or I can start by setting up my email signature.

I will finish the setup guide.

And now document handling is set up and ready for use.

You can always find the setup guide again under assisted setup.

Under install extensions to add features and integration and set up and activate the document handling from here.