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Once Documizers has created the DocuBuilder (demo) environment for your company the DocuBuilder app has to be connected to that environment. This wizard will guide you through that process. |
Instructions
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Search for DocuBuilder Setup:
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Choose User type Existing user and press Next:
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Enter the DocuBuilder URL (https://xxxxx.platform.documizers.com/DocuBuilder -> replace xxxxx with your company name) and press Next:
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Congratulations! You have now successfully configured the DocuBuilder for Business Central app. Press Finish to finish the Setup Wizard:
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For the next step, search for DocuBuilder Setting:
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The DocuBuilder login page will start in a new browser tab. Fill in your Username (Gebruikersnaam) and Password (Wachtwoord) and press Inloggen.
For this first setup, the username ‘Admin’ and password ‘system’ can be used. Afterwards it has to be renamed.
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Choose Microsoft Business Central > Settings in the menu on the left side.
For Dynamics 365 Business Central (online)
Fill in the Domain (1), Environment extention, like sandbox) (1b), Company (2), Service user (3) and Service Web Key (4) fields. Press Test connection (5) to test the connection to check whether the connection to Business Central is configured properly:
For Business Central on Premise
Fill in the Url (1), Company (2), Service user (3) and Service Web Key (4) fields. Press Test connection (5) to test the connection to check whether the connection to Business Central is configured properly:
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Nadat de DocuBuilder Business Centrall App is gekoppeld aan de DocuBuilder omgeving, kan configuratie van deze koppeling in DocuBuilder worden afgerond. |
Stap voor stap
Zoek naar DocuBuilder Settings:
DocuBuilder wordt gestart met de inlog pagina. Vul hier Username (Gebruikersnaam) en Password (Wachtwoord) en druk op [Inloggen].
Bij de eerste keer dat deze setup wordt gebruik kan de gebruiker firstsetup@documizers.com en password ‘Documizers2022!’ worden gebruikt.
Vergeet deze later niet te hernoemen. Zie: https://documizers.atlassian.net/wiki/spaces/DK/pages/1778811154
Ga naar Microsoft Business Central → Instellingen.
Voor Dynamics 365 Business Central (online)
Voor Business Central on Premise
Option | Description | |
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1 - Online only | Domain / Tenant ID (Dynamics 365 BC – online) | Naam van het domein. Bijvoorbeeld: klantnaam.com  |
1b - Online only | Environment (Dynamics 365 BC – online) | Naam van de Business Central omgeving.
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1 - On premise only | Url (Dynamics BC – on premise / PaaS) | Complete URL van de Business Central omgeving |
2 | Company | Administratie (Bedrijfsnaam) |
3 | Service user name | Business Central service account - Gebruikers naam |
4 | Service Web Key | Business Central service account - Web Service Access Key |
4. Nadat alles is ingevuld test de verbinding met [Test connection]
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