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Create an account in De Business Central for DocuBuilder to get the data for the documents |
Instructions
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Open Business Central and search for Users:
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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:
If everything is configured properly, this message will appear:
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token verzorgt de koppeling tussen DocuBuilder en Business Central, zodat DocuBuilder gegevens kan ophalen en wegschrijven. |
Stap voor stap
Open Business Central en zoek naar Users.
Open de betreffende gebruiker.
Indien de Web key al bestaat, kopieer deze via (3-dbl-click) en plak het veld Web key in DocuBuilder.
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Wanneer je een nieuwe Web Service Access Key aanmaakt, kies dan NIET om deze na een bepaalde periode te laten verlopen. (DocuBuilder stopt met werken, wanneer deze verloopt) |