There is a synchronization mechanism in edoc D365 BC archivelink. This mechanism eliminates the need to maintain master data and process files (dossiers) twice when creating a customer and vendor as well as a process file. You complete your tasks in Dynamics 365 Business Central and the synchronization mechanism ensures that the current data in your ECM document management is also updated.
If you update a customer and vendor as well as a process file, you must also update the data in your ECM system.
How it works
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Create new customers and vendors: you can create new customers and vendors in Dynamics 365 Business Central. A corresponding file is also created in your ECM document management.
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Create process files: if you create process files (dossiers) in Dynamics 365 Business Central, e.g. sales order files and purchase order files, the data is also transferred to your ECM document management.