Installation Overview
This guide will help you get Document Automation up and running in your Business Central environment.
Prerequisites
Before installing Document Automation, ensure you have:
- Microsoft Dynamics 365 Business Central (version 14.0 or later)
- Appropriate user permissions for app installation
- Valid Document Automation service subscription
Installation Options
From Microsoft AppSource
- Open Microsoft AppSource in your browser
- Search for "Document Automation by Q-Team Solutions"
- Click Get it now and follow the installation prompts
- Sign in to your Business Central tenant when prompted
- Complete the installation process
On-Premise Installation
For on-premise installations, contact Q-Team Solutions for deployment assistance and specific installation files.
Initial Setup Wizard
After installation, the setup wizard will guide you through the initial configuration:
Step 1: Basic Setup
- Open Business Central and search for Document Automation Setup
- The setup wizard will launch automatically on first access
- Enter your company information and preferences
- Configure default posting groups for document processing
Step 2: Service Connection
- Create an account at www.ocr-docs.com if you don't have one
- Enter your service login credentials in the setup page
- Test the connection to verify proper configuration
Step 3: Document Handling
- Configure default G/L accounts for document posting
- Set up VAT and business posting group defaults
- Define folder paths for document storage (if applicable)
Step 4: User Permissions
- Assign the Document Automation permission set to users who will process documents
- Configure additional role-specific permissions as needed
- Ensure users have access to relevant vendor and purchase invoice functionality
Quick Verification
To verify the installation is working correctly:
- Navigate to the Document Automation Role Center
- Check that all tiles and pages are accessible
- Upload a test document using the drag & drop area
- Verify that the document appears in the inbox for processing
Next Steps
Once the basic setup is complete:
- Configure your email inbox for automated document intake
- Set up identification rules for your vendors
- Configure preferred vendor settings
- Review the user guide for day-to-day operations
Troubleshooting Installation Issues
If you encounter issues during installation:
- Verify you have the necessary permissions in Business Central
- Check that your Business Central version is supported
- Ensure the Q-Team Authenticator dependency is installed
- Contact Q-Team Solutions support for assistance
Dependencies
Document Automation requires the following dependency: - Q-Team Authenticator: Download from Q-Team App Authenticator
This dependency will be automatically installed if not already present.