Understanding edoc D365 BC archivelink

With edoc D365 BC archivelink, you can seamlessly extend the Microsoft Dynamics 365 Business Central functions with numerous enterprise content management functionalities (document management).

Archive outgoing documents

The documents generated in Dynamics 365 Business Central are automatically stored systematically in your ECM system, so you no longer have to worry about archiving your customer and vendor documents. With the ECM drop zone in the FactBox in Dynamics 365 Business Central, you can easily attach documents to a process (sales order, packing slip (receipt), invoice). The attached or generated documents are automatically stored in the ECM system in the corresponding category (document type).

Automatic generation of data collections

When you create a process in Dynamics 365 Business Central, edoc D365 archivelink can be used to create data collections (digital files or lists) in the ECM system. If, for example, a new customer (debtor) or a new sales order is created for a customer in Dynamics 365, the respective digital file (dossier) is generated in the ECM system. You always work with the same data and structures in Dynamics 365 Business Central and the ECM system.