edoc D365 BC archivelink User Guide

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• Getting started in recording and editing a sales order

  • Create sales order files (dossiers)
  • Save documents for a sales order using the drop zone
  • Create and archive sales order confirmations
  • Ship and invoice sales orders

• Getting started in recording and editing purchase orders

  • Create purchase order files (dossiers)
  • Create and archive purchase orders
  • Save documents for a purchase order using the drop zone

• Frequently asked questions

  • What do the statuses of the process mean for a document?
  • How do I find the archived document in the d.velop documents system?
  • Things to know about the "Print" and "Preview" features
  • How do I link an ECM document with Dynamics 365 Business Central?