Creating a document and relating it to an output configuration

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Specify how dox42 must handle your document by relating it to an existing output configuration.

Prerequisites

  • You have the dox42 Administrator role in Business Central (to set the role, go to the cogwheel at the top right of Business Central, select the My settings menu and then the dox42 Administrator role).

  • You have created a new output configuration (e.g. ReturnAction or Query String).

Steps

  1. In the Activities section, select the Documents tile.

    Activities section with Documents tile

    The dox42 Documents dialog opens.

    Skip step 3 and 4 if your document already exists.

  2. Select the New button to add a new document.

    dox42 Documents dialog

  3. Enter a descriptive Code name, e.g. “INVOICE”, and a suitable Description for your new document in the respective text fields.

  4. Relate your document to a previously created output configuration, following these steps:

    1. From the Related dropdown menu in the header, select the Output Configurations button.

      Output configurations for document types including invoice and job quote settings.

      Output Configurations button in dox42 Documents dialog

      The dox42 Document Output Configurations table opens.

      dox42 Document Output Configurations table

    2. From the Output Configuration Code dropdown menu, select your previously created output configuration.

      Output Configuration Code dropdown menu

  5. Use the arrow button at the top to exit the dialog.

Result

You have related a document to an output configuration.

Next step

Creating a template