### Install and Configure Continia Document Output Service for Business Central

Source: https://docs.continia.com/en-us/continia-document-output/development-and-administration/on-premises/deployment/configuring-onpremise-services/installing-document-output-service

Detailed step-by-step guide for installing, enabling, configuring, and using the Continia Document Output Service for Microsoft Dynamics 365 Business Central On-Premises. This includes prerequisites, service installation, user rights assignment, starting the service, configuring printer settings, and using the service for printing.

```Installation Steps
Prerequisites:
  * Access to Business Central on-premises
  * Local administrator rights to install software
  * Domain user credentials with "Log on as a Service" permissions

To install Document Output Service:
  1. Sign into Business Central.
  2. In the search field, type and select "Local Print Service Status and Setup".
  3. Download and Run the Setup File:
     * Select the download link and open the setup file (`setup.exe`).
     * If prompted, click "More Info" and then "Run Anyway" to allow installation.
  4. Run the Setup Wizard and select "Next" to proceed through the setup steps.
  5. When prompted to choose an installation folder, accept the default location (`C:\Program Files\Continia\Continia Document Output Service`) or specify a different folder, then select "Next".
  6. Select "Yes" to allow the app to make changes.
  7. After installation, select "Close" to exit.

To enable and configure the Continia Local Print Service:
  1. Open Continia Document Output Service.
  2. Navigate to the installation folder (`C:\Program Files\Continia\Continia Document Output Service`) and open "Manager.exe".
  3. Select "Yes" if prompted to allow changes.
  4. To enable Local Printing, check the "Enable local printing" box in the Manager application.
  The default port is 9225; ensure it remains set to 9225 unless instructed otherwise by your network administrator.

To install the service and assign user rights:
  1. In the Manager application, select "Install Service".
  2. Enter your "Domain/Username" and "Password"
  3. To assign "Log on as a Service" rights (if not already assigned), open "Control Panel > Administrative Tools > Local Security Policy".
  4. In the left pane, navigate to "Security Settings > Local Policies > User Rights Assignment".
  5. In the right pane, locate "Log on as a Service", right-click, and select "Properties".
  6. Add the domain user account, then select "OK".
  7. After installation, the service will start automatically. Click "OK" to confirm.

To start the service:
  1. To start Document Output Service, select "Start Service" in the Manager application.
  2. Once the service starts, click "OK" to confirm.

To configure printer settings in Business Central:
  1. Sign into Business Central.
  2. In the search field, type and select "Printer Selection".
  3. In the "Printer Selection" window, enter the "User ID" and select a "Printer Name" for each user.
  4. Optional: Set up specific printers based on "Report ID" or "Machine Name (PC)" if different printers are required for specific tasks.

To use Document Output Service for printing:
  1. In Business Central, select an "Unhandled Document Task", and choose one of the following options:
     1. "Send All to Queue", which sends all selected documents to the print queue.
     2. "Print PDF", which prints a single document immediately.
  2. If you selected "Send All to Queue", navigate to "Document Queue" in the "Role Center" to manage print tasks.
  3. When you use "Print PDF", select the desired printer in the dialog box that appears and confirm to print.
```

--------------------------------

### Upgrade Continia Document Capture Server Components

Source: https://docs.continia.com/en-us/continia-expense-management/development-and-administration/on-premises/upgrade/expense-management-2024-r2-fob/application-and-data/from-version-700/automated-data-upgrade

Provides step-by-step instructions for upgrading Document Capture server components for various Microsoft Dynamics NAV and Business Central versions, including handling add-in folder updates and specific actions for different NAV/RTC environments.

```Installation Guide
NAV Server 2016 -> BC14:
  1. Stop “Microsoft Dynamics NAV Server”.
  2. Uninstall “Document Capture RTC Server Components”.
  3. Install “Document Capture RTC Server Components”.
  4. If you haven’t installed the Microsoft Dynamics NAV Server in the default location, you must move the Add-ins manually from the default location to the current location of your installation.
  5. Start “Microsoft Dynamics NAV Server”.

NAV RTC Upgrade PC:
  1. On the computer where you perform the upgrade, you must uninstall ”Document Capture RTC Client” and ”Document Capture RTC Components (Scanner)”.
  2. Install “Document Capture RTC Client”.
  3. Install “Document Capture RTC Component (Scanner)” if needed.
  4. If you haven’t installed the Microsoft Dynamics NAV RTC Client in the default location, you must move the Add-ins manually from the default location to the current location of your installation.
```

--------------------------------

### Perform Continia Document Capture Data Upgrade

Source: https://docs.continia.com/en-us/continia-expense-management/development-and-administration/on-premises/upgrade/expense-management-2024-r2-fob/application-and-data/from-version-700/automated-data-upgrade

Outlines the sequential steps for completing the post-upgrade data migration for Document Capture and Expense Management objects, including importing packages, compiling objects, and running schema synchronization and data upgrade processes.

```Installation Guide
1. Import the object package named “(Your NAV version) - Document Capture 8.00, Expense Management 8.00 - DataUpgrade.fob”. Use “Replace All” in Import Worksheet. Set Synchronize Schema to “Later” during import.
2. Compile all Document Capture and Expense Management objects (Version List filter \*DC\*|\*EM\*|\*CC\*|\*DN\*). Set Synchronize Schema to “**Later**”.
3. Compile all MenuSuites (not only DC and EM).
4. Run Tools -> “Sync. Schema For All Tables” -> “**With Validation**”.
5. Run Tools -> “Data Upgrade” -> “Start…” to open the **Start Data Upgrade** page.
6. Under **Execution Mode**, select **Serial**, and then clear the checkbox under **Continue on Error**. Select **OK** to close the page.
```

--------------------------------

### Install Continia Components for Dynamics NAV 5.x - 8.00.00 (ServiceTier Server)

Source: https://docs.continia.com/en-us/continia-payment-management-nav-bc14/download-and-install/install-the-extension/installation-of-components-add-ins

This guide outlines the installation procedure for Continia components on the server hosting the ServiceTier for Dynamics NAV versions 5.x through 8.00.00.

```APIDOC
1. Start Setup Setup.exe, located at the root of the product package.
2. Find the section Dynamics NAV Classic / RTC Client and click on Client Add-Ins.
3. In the field Dynamics NAV Version Filter select the current version of Dynamics NAV for which components are to be installed.
4. In the field Select Dynamics NAV Service Tier select the specific service on which the components are to be installed.
5. Click Install.
6. Back on the installer, click Close to close the application.
7. You may now remove the files from the product package and log off the server.
8. The installation is complete.
```

--------------------------------

### Install Continia Components for Dynamics NAV 9.00.00+ and Business Central (ServiceTier Server)

Source: https://docs.continia.com/en-us/continia-payment-management-nav-bc14/download-and-install/install-the-extension/installation-of-components-add-ins

This guide provides instructions for installing Continia components on the ServiceTier server for Dynamics NAV version 9.00.00 and later, including Business Central on-premises. Client installations are not required for these versions.

```APIDOC
1. Start Setup Setup.exe, located at the root of the product package.
2. Find the section Dynamics NAV Server and click on Server Add-Ins.
3. In the field Dynamics NAV Version Filter select the current version of Dynamics NAV for which components are to be installed.
4. In the field Select Dynamics NAV Service Tier select the specific service on which the components are to be installed.
5. Click Install.
6. Back at the installer, click Close to close the application.
7. You may now remove the files from the product package and log off the server.
8. The installation is complete.
```

--------------------------------

### Install Continia Components for Dynamics NAV 5.x - 8.00.00 (Client/Compiler)

Source: https://docs.continia.com/en-us/continia-payment-management-nav-bc14/download-and-install/install-the-extension/installation-of-components-add-ins

This guide details the installation process for Continia components on client computers running Dynamics NAV versions 5.x through 8.00.00, specifically for machines used for object compilation or direct communication.

```APIDOC
1. Start Setup Setup.exe, located at the root of the product package.
2. Find the section Dynamics NAV Classic / RTC Client and click on Client Add-Ins
3. In the field Select Dynamics NAV version select the current version of Dynamics NAV for which components are to be installed.
4. The field Dynamics NAV RTC Path now displays the default file path in which the Dynamics NAV client is normally installed. If your Dynamics NAV is not located here, either type the correct path or apply button Browse to select it. You must select the "RoleTailored Client" folder.
5. Click Install.
```

--------------------------------

### Update Continia Document Capture NAV Objects and Data

Source: https://docs.continia.com/en-us/continia-expense-management/development-and-administration/on-premises/upgrade/expense-management-2024-r2-fob/application-and-data/from-version-700/automated-data-upgrade

Details the process of importing new Document Capture and Expense Management objects into Microsoft Dynamics NAV/Business Central, including important warnings about specific pages to skip during import and schema synchronization settings.

```Installation Guide
Import the new DC8.00 / EM8.00 objects from the product folder. Please note, some objects may show a warning during import as some parts of the new Version List has changed format. Use “Replace All” in Import Worksheet. Set Synchronize Schema to “Later” during object import.

Warning:
For all versions from NAV 2013 to Business Central October 2018 (BC v13), the following applies: When importing the DC8.00/EM8.00 object package, please skip the 4 pages mentioned below. The pages were unintentionally included in the release packages – they will be removed in service pack 1.
* Page 5 **Currencies**
* Page 10 **Countries/Regions**
* Page 209 **Units of Measure**
* Page 472 **VAT Posting Setup**
```

--------------------------------

### Complete Continia DC/EM Post-Upgrade Procedures

Source: https://docs.continia.com/en-us/continia-document-capture/development-and-administration/on-premises/upgrade/document-capture-2024-r2-fob/application-and-data/from-versions-450-650-to-800

Comprehensive guide for post-upgrade tasks, including importing post-upgrade packages, compiling objects, synchronizing schema, restarting clients, and running data upgrade functions from setup cards.

```Instructions
1. Import the object post-upgrade package corresponding to your NAV/BC version and the DC/EM version that you're upgrading from (such as “NAV 2016 to BC14 – DC4.50 to DC8.00, EM2.60 to EM8.00 – Direct Upgrade Post.fob”).
2. Use “Replace All” in Import Worksheet. When using NAV 2015 or a newer version, set Synchronize Schema to “Later” during import.
3. Compile all Document Capture and Expense Management objects (Version List filter *DC*|*EM*|*CC*|*DN*). When using NAV 2015 or a newer version, set Synchronize Schema to “Later”. Some DC/EM objects will not compile. They'll be deleted later in the upgrade process.
4. Compile all MenuSuites (not only DC and EM).
5. When using NAV 2015 or a newer version, run **Tools** > **Sync. Schema For All Tables** > **With Validation**.
6. Restart the RTC Client.
7. Make sure that you start the upgrade in a company with either Document Capture or Expense Management activated.
8. Run the function **Upgrade Data to Latest Version** from the **Document Capture Setup** card or the **Expense Management Setup** Card in any activated company. This will:
   * Handle all companies and upgrade Document Capture data, if needed.
   * Upgrade Expense Management data, if needed.
9. The post-update process should complete without any errors.
10. Restart the RTC Client.
11. Verify that the activation status of the upgraded companies is as expected.
```

--------------------------------

### Execute Post-Upgrade Steps for Document Capture/EM in NAV/BC

Source: https://docs.continia.com/en-us/continia-document-capture/development-and-administration/on-premises/upgrade/document-capture-2023-r1-fob/application-and-data/from-versions-450-650-to-800

A comprehensive checklist for completing the upgrade process, including importing post-upgrade packages, compiling objects, schema synchronization, client restarts, and running data upgrade functions from setup cards.

```Instructions
1. Import the object post-upgrade package corresponding to your NAV/BC version and the DC/EM version that you're upgrading from (such as “NAV 2016 to BC14 – DC4.50 to DC8.00, EM2.60 to EM8.00 – Direct Upgrade Post.fob”).
2. Use “Replace All” in Import Worksheet. When using NAV 2015 or a newer version, set Synchronize Schema to “Later” during import.
3. Compile all Document Capture and Expense Management objects (Version List filter DC|EM|CC|DN). When using NAV 2015 or a newer version, set Synchronize Schema to “Later”. Some DC/EM objects will not compile. They'll be deleted later in the upgrade process.
4. Compile all MenuSuites (not only DC and EM).
5. When using NAV 2015 or a newer version, run Tools > Sync. Schema For All Tables > With Validation.
6. Restart the RTC Client.
7. Make sure that you start the upgrade in a company with either Document Capture or Expense Management activated.
8. Run the function Upgrade Data to Latest Version from the Document Capture Setup card or the Expense Management Setup Card in any activated company. This will:
   * Handle all companies and upgrade Document Capture data, if needed.
   * Upgrade Expense Management data, if needed.
9. The post-update process should complete without any errors.
10. Restart the RTC Client.
11. Verify that the activation status of the upgraded companies is as expected.
```

--------------------------------

### Manually Import Continia Web Client Add-Ins After Data Upgrade

Source: https://docs.continia.com/en-us/continia-expense-management/development-and-administration/on-premises/upgrade/expense-management-2022-r2-fob/application-and-data/from-version-700/automated-data-upgrade

Instructions for manually importing Continia Web Client and Client Add-Ins from the Document Capture Setup page, which is necessary if the automatic download was bypassed during the data upgrade process.

```Instructions
On the **Actions** tab, select **Import Continia Web Client Add-Ins** and **Import Client Add-Ins** to import all relevant add-ins.
```

--------------------------------

### APIDOC: OnSkipInsertManualSetup (Codeunit 6085871 CDC Business Setup Management)

Source: https://docs.continia.com/en-us/continia-document-capture/development-and-administration/development-and-customization/event-publishers/event-publishers-1200

This event is raised to allow subscribers to skip the insertion of a manual setup within the 'CDC Business Setup Management' process. It provides access to the `Guided Experience` sender codeunit, enabling custom logic to bypass the default setup insertion.

```APIDOC
Event Name: OnSkipInsertManualSetup
Type: IntegrationEvent(IncludeSender : false, GlobalVarAccess : false)
Parameters:
  sender: Codeunit "Guided Experience" (var)
From Version: 12.0.0.0
```

--------------------------------

### Upgrade Continia Document Capture/Expense Management Server Components (BC14)

Source: https://docs.continia.com/en-us/continia-expense-management/development-and-administration/on-premises/upgrade/expense-management-2022-r2-fob/application-and-data/from-versions-800-900/manual-upgrade

This guide outlines the steps for upgrading server components for Business Central April 2019 (BC14). It includes instructions for stopping and starting Business Central Server, uninstalling and installing Document Capture RTC Server Components, and manually relocating add-ins if the installation path differs from the default.

```APIDOC
Version: BC14
Guide:
  1. Stop "Business Central Server Server".
  2. Uninstall "Document Capture RTC Server Components".
  3. Install "Document Capture RTC Server Components".
  4. If Microsoft Business Central Server is not in the default location, move Add-ins manually from default to current location.
  5. Start "Microsoft Business Central Server".
```

--------------------------------

### Example WebClient Download Error Message During Data Upgrade

Source: https://docs.continia.com/en-us/continia-expense-management/development-and-administration/on-premises/upgrade/expense-management-2022-r2-fob/application-and-data/from-version-700/automated-data-upgrade

An example error message indicating a problem downloading Control Add-in resources, often due to service unavailability or a server firewall issue.

```Plain Text
Function 'UpdatePerDatabase' in the upgrade codeunit '6086102' has failed because of the following error: 'A call to System.Net.WebClient.DownloadData failed with this message: The remote server returned an error: (404) Not Found.'.
```

--------------------------------

### Perform Post-Upgrade Tasks for Document Capture/Expense Management

Source: https://docs.continia.com/en-us/continia-document-capture/development-and-administration/on-premises/upgrade/document-capture-2023-r2-fob/application-and-data/from-version-700/manual-upgrade

Comprehensive post-upgrade steps including importing a post-upgrade object package, compiling various objects and MenuSuites, synchronizing schema for all tables, restarting the RTC Client, and running a data upgrade function.

```Installation Steps
1. Import the object package named “(Your NAV version) - Document Capture 8.00, Expense Management 8.00 - PostUpgrade.fob”. Use “Replace All” in the Import Worksheet. When using NAV 2015 or a newer version, set Synchronize Schema to “Later” during import.
2. Compile all Document Capture and Expense Management objects (Version List filter *DC*|*EM*|*CC*|*DN*). When using NAV 2015 or a newer version, set Synchronize Schema to “Later”. Some Document Capture/Expense Management objects will not compile – they will be deleted later in the upgrade process.
3. Compile all MenuSuites (not just Document Capture and Expense Management).
4. When using NAV 2015 or a newer version, run Tools -> “Sync. Schema For All Tables” -> “With Validation”.
5. Restart the RTC Client.
6. Run the function “Upgrade Data to Latest Version” from the Document Capture Setup card or the Expense Management Setup Card in any company. The routine will handle all companies and upgrade Document Capture data if needed, and upgrade Expense Management data if needed.
7. The Post-Update process should complete without any errors.
```

--------------------------------

### Upgrade Continia Client Components for NAV/Business Central

Source: https://docs.continia.com/en-us/continia-expense-management/development-and-administration/on-premises/upgrade/expense-management-2024-r2-fob/application-and-data/from-versions-260-650-to-800

Detailed steps to upgrade Continia Document Capture/Expense Management client components, varying by Dynamics NAV or Business Central version. Follow the specific guide for your installed version.

```Procedural Steps
NAV Classic Clients:
1. Uninstall “Document Capture Classic Client Components”.
2. Uninstall “Document Capture Classic Components (Scanner)”.
3. Install “Document Capture Classic Client Components”.
4. Install “Document Capture Classic Components (Scanner)”, if needed.
```

```Procedural Steps
NAV RTC Clients 2009 – 2016:
1. Uninstall “Document Capture RTC Client Components”.
2. Install “Document Capture RTC Client Components”
```

```Procedural Steps
NAV RTC Clients 2017 – BC14:
1. Uninstall “Document Capture RTC Client”.
2. Uninstall ”Document Capture RTC Components (Scanner)”.
3. Client Add-ins are now automatically distributed to all NAV clients when needed.
```

--------------------------------

### Activate Continia Solution in Business Central

Source: https://docs.continia.com/en-us/continia-finance/development-and-administration/on-premises/managing-solutions/managing-solutions

This guide outlines the steps to activate a Continia solution in Microsoft Dynamics 365 Business Central after purchasing a license or downloading a free trial. It involves navigating to Solution Management, selecting the desired solution, and following an assisted setup guide. If it's the first activation, client credentials and company type must be entered.

```Business Central Steps
1. In Business Central, in the **Search** box, enter **Continia Solution Management**, and then choose the related link.
2. In the list of installed Continia solutions, select the solution you wish to activate.
3. In the action bar, select **Activate Solution**.
4. Follow the on-screen instructions of the assisted setup guide to complete the activation.
```

--------------------------------

### Upgrade Document Capture/Expense Management Server Components

Source: https://docs.continia.com/en-us/continia-document-capture/development-and-administration/on-premises/upgrade/document-capture-2023-r2-fob/application-and-data/from-version-700/manual-upgrade

Detailed instructions for upgrading server components for Document Capture and Expense Management across various Microsoft Dynamics NAV and Business Central versions, including specific steps for stopping/starting services, uninstalling/installing components, and moving add-ins.

```Installation Steps
NAV Server 2009 -> 2009 R2:
  1. Stop “Microsoft Dynamics NAV Server”. Set it to start up manually.
  2. Stop “Microsoft Dynamics NAV Business Web Services” if started. Set it to start up manually.
  3. Restart the Windows server.
  4. Uninstall “Document Capture RTC Server Components”.
  5. Install “Document Capture RTC Server Components”.
  6. If you haven’t installed the Microsoft Dynamics NAV Server in the default location, you must move the Add-ins manually from the default location to the current location of your installation.
  7. Start “Microsoft Dynamics NAV Server”. Set it to start up automatically.
  8. Start “Microsoft Dynamics NAV Business Web Services”, if needed. Set it to start up automatically.
```

```Installation Steps
NAV Server 2013 -> BC14:
  1. Stop “Microsoft Dynamics NAV Server”.
  2. Uninstall “Document Capture RTC Server Components”.
  3. Install “Document Capture RTC Server Components”.
  4. If you haven’t installed the Microsoft Dynamics NAV Server in the default location, you must move the Add-ins manually from the default location to the current location of your installation.
  5. Start “Microsoft Dynamics NAV Server”.
```

```Installation Steps
NAV Classic Upgrade PC:
  1. On the computer where you perform the upgrade, you must uninstall “Document Capture Classic Client Components” and “Document Capture Classic Components (Scanner)”
  2. Install “Document Capture Classic Client Components”.
  3. Install “Document Capture Classic Components (Scanner)” if needed.
```

```Installation Steps
NAV RTC Upgrade PC:
  1. On the computer where you perform the upgrade, you must uninstall ”Document Capture RTC Client” and ”Document Capture RTC Components (Scanner)”.
  2. Install “Document Capture RTC Client”.
  3. Install “Document Capture RTC Component (Scanner)” if needed.
  4. If you haven’t installed the Microsoft Dynamics NAV RTC Client in the default location, you must move the Add-ins manually from the default location to the current location of your installation.
```

--------------------------------

### Update Continia Web Approval Portal Components

Source: https://docs.continia.com/en-us/continia-document-capture/development-and-administration/on-premises/upgrade/document-capture-2023-r2-fob/application-and-data/from-version-700/automated-data-upgrade

Outlines the steps required to update the Continia Web Approval Portal, including importing objects, compiling, running specific functions, and configuring IIS if using an on-premise setup.

```NAV/Business Central Configuration
1. If you are using NAV objects below NAV 2009 R2, you will need to import the updated Web Portal objects from the product folder. For NAV 2009 R2 and later versions, these objects will be included in the base package.
2. Compile all Document Capture and Expense Management objects.
   Version List Filter: *DC*|*EM*|*CC*|*DN*
3. Run the function “Create Web Services” from the Continia Web Portal list. It is only required to run this function in one company.
4. If you continue to use Continia Web Portal On-Premise, then create a new Web Site in IIS or update the existing one.
5. Run the function “Export Users” to export web users from the Continia Users screen in NAV.
```

--------------------------------

### Update the Continia Web Approval Portal

Source: https://docs.continia.com/en-us/continia-expense-management/development-and-administration/on-premises/upgrade/expense-management-2022-r2-fob/application-and-data/from-versions-800-900/manual-upgrade

Steps to update the Continia Web Approval Portal. This includes compiling relevant objects, creating web services, updating IIS websites for on-premises installations, and exporting web users from NAV.

```APIDOC
Steps:
  1. Compile all Document Capture and Expense Management objects (Version List filter *DC*|*EM*|*CC*|*DN*).
  2. Run "Create Web Services" from the Continia Web Portal list (only required in one company).
  3. If using Continia Web Portal on-premises, create a new website in IIS or update existing one.
  4. Run "Export Users" to export web users from the Continia Users screen in NAV.
```

--------------------------------

### Perform Post-Upgrade Steps for Document Capture and Expense Management

Source: https://docs.continia.com/en-us/continia-document-capture/development-and-administration/on-premises/upgrade/document-capture-2021-r2-fob/application-and-data/from-version-700/manual-upgrade

This comprehensive guide outlines the critical post-upgrade steps for Document Capture and Expense Management, including importing post-upgrade object packages, compiling objects and MenuSuites, synchronizing schema for tables, restarting the RTC Client, and running data upgrade functions. A database backup is strongly recommended before starting.

```APIDOC
Perform_Post_Upgrade_Steps():
  1. Import the object package named "(Your NAV version) - Document Capture 8.00, Expense Management 8.00 - PostUpgrade.fob". Use "Replace All" in the Import Worksheet. When using NAV 2015 or a newer version, set Synchronize Schema to "Later" during import.
  2. Compile all Document Capture and Expense Management objects (Version List filter *DC*|*EM*|*CC*|*DN*). When using NAV 2015 or a newer version, set Synchronize Schema to "Later". Some Document Capture/Expense Management objects will not compile – they will be deleted later in the upgrade process.
  3. Compile all MenuSuites (not just Document Capture and Expense Management).
  4. When using NAV 2015 or a newer version, run Tools -> "Sync. Schema For All Tables" -> "With Validation".
  5. Restart the RTC Client.
  6. Run the function "Upgrade Data to Latest Version" from the Document Capture Setup card or the Expense Management Setup Card in any company. The routine will handle all companies and upgrade Document Capture data if needed, and upgrade Expense Management data if needed.
  7. The Post-Update process should complete without any errors.
```

--------------------------------

### APIDOC: OnAfterInsertPurchContractManualSetup (Codeunit 6085871 CDC Business Setup Management)

Source: https://docs.continia.com/en-us/continia-document-capture/development-and-administration/development-and-customization/event-publishers/event-publishers-1200

This event is triggered after a purchase contract manual setup has been inserted. It indicates whether the insertion was successful via `AlreadyInserted` and provides access to the `Guided Experience` sender codeunit, allowing for post-insertion processing or notifications.

```APIDOC
Event Name: OnAfterInsertPurchContractManualSetup
Type: IntegrationEvent(IncludeSender : false, GlobalVarAccess : false)
Parameters:
  AlreadyInserted: Boolean
  sender: Codeunit "Guided Experience" (var)
From Version: 12.0.0.0
```

--------------------------------

### Update Continia Web Approval Portal Components

Source: https://docs.continia.com/en-us/continia-expense-management/development-and-administration/on-premises/upgrade/expense-management-2024-r1-fob/application-and-data/from-version-700/automated-data-upgrade

Detailed steps for updating the Continia Web Approval Portal, covering object import, compilation, web service creation, IIS setup, and user export.

```APIDOC
Continia Web Approval Portal Update Steps:
1. Import updated Web Portal objects (if using NAV objects below NAV 2009 R2; otherwise included in base package).
2. Compile all Document Capture and Expense Management objects.
   Version List filter: *DC*|*EM*|*CC*|*DN*
3. Run the function "Create Web Services" from the Continia Web Portal list (only required in one company).
4. If using Continia Web Portal On-Premise, create a new Web Site in IIS or update existing.
5. Run the function "Export Users" to export web users from the Continia Users screen in NAV.
```

--------------------------------

### Upgrade Continia Document Capture Client Components

Source: https://docs.continia.com/en-us/continia-expense-management/development-and-administration/on-premises/upgrade/expense-management-2024-r1-fob/application-and-data/from-versions-260-650-to-800

Guides for upgrading Continia Document Capture client components across various Dynamics NAV and Business Central versions, detailing uninstall and install procedures.

```Conceptual
NAV Classic Clients:
1. Uninstall “Document Capture Classic Client Components”.
2. Uninstall “Document Capture Classic Components (Scanner)”.
3. Install “Document Capture Classic Client Components”.
4. Install “Document Capture Classic Components (Scanner)”, if needed.
```

```Conceptual
NAV RTC Clients 2009 – 2016:
1. Uninstall “Document Capture RTC Client Components”.
2. Install “Document Capture RTC Client Components”
```

```Conceptual
NAV RTC Clients 2017 – BC14:
1. Uninstall “Document Capture RTC Client”.
2. Uninstall ”Document Capture RTC Components (Scanner)”.
3. Client Add-ins are now automatically distributed to all NAV clients when needed.
```

--------------------------------

### Update Continia Web Approval Portal

Source: https://docs.continia.com/en-us/continia-expense-management/development-and-administration/on-premises/upgrade/expense-management-2024-r1-fob/application-and-data/from-versions-260-650-to-800

Step-by-step guide to update the Continia Web Approval Portal, including object import, compilation, web service creation, IIS setup, and user export from NAV.

```Conceptual
1. If you use NAV objects below NAV 2009 R2, you must import the updated Web Approval Portal objects from the product folder. For NAV 2009 R2 and later versions, these objects will be included in the base package.
2. Compile all Document Capture and Expense Management objects (Version List filter *DC*|*EM*|*CC*|*DN*).
3. Run the function **Create Web Services** from the Continia Web Portal list. It's only required to run this function in one company.
4. If you continue to use Continia Web Portal on-premises, create a new website in IIS or update the existing one.
5. From the **Continia Users** screen in NAV, run the function **Export Users** to export web users.
```

--------------------------------

### Perform Post-Upgrade Steps for Document Capture/Expense Management

Source: https://docs.continia.com/en-us/continia-expense-management/development-and-administration/on-premises/upgrade/expense-management-2024-r1-fob/application-and-data/from-version-700/manual-upgrade

Final post-upgrade steps to complete the installation, including importing a post-upgrade object package, compiling Document Capture/Expense Management objects and MenuSuites, synchronizing schema for all tables, restarting the RTC Client, and running the data upgrade function.

```APIDOC
1. Import the object package named “(Your NAV version) - Document Capture 8.00, Expense Management 8.00 - PostUpgrade.fob”. Use “Replace All” in the Import Worksheet. When using NAV 2015 or a newer version, set Synchronize Schema to “Later” during import.
2. Compile all Document Capture and Expense Management objects (Version List filter *DC*|*|*EM*|*|*CC*|*|*DN*). When using NAV 2015 or a newer version, set Synchronize Schema to “Later”. Some Document Capture/Expense Management objects will not compile – they will be deleted later in the upgrade process.
3. Compile all MenuSuites (not just Document Capture and Expense Management).
4. When using NAV 2015 or a newer version, run Tools -> “Sync. Schema For All Tables” -> “With Validation”.
5. Restart the RTC Client.
6. Run the function “Upgrade Data to Latest Version” from the Document Capture Setup card or the Expense Management Setup Card in any company. The routine will handle all companies and upgrade Document Capture data if needed, and upgrade Expense Management data if needed.
7. The Post-Update process should complete without any errors.
```

--------------------------------

### Vendor Purpose Text Formatting Example

Source: https://docs.continia.com/en-us/continia-opplus/business-functionality/payment-export/payment-types/payment-types

This example demonstrates how to use the variables and formatting rules to construct a 'Vendor Purpose Text' string, showing the input format and the resulting output.

```Configuration
Input: INV %1 of %9 EURO %2
Result: "INV 12345 of 18.05.10 EURO 1190,00"
```

--------------------------------

### Update Continia Web Approval Portal Configuration

Source: https://docs.continia.com/en-us/continia-document-capture/development-and-administration/on-premises/upgrade/document-capture-2023-r1-fob/application-and-data/from-versions-8001000/manual-upgrade

Steps to update the Continia Web Approval Portal, including compiling objects, creating web services, managing IIS websites for on-premises installations, and exporting web users from NAV.

```Business Central
1. Compile all Document Capture and Expense Management objects (Version List filter *DC*|*EM*|*CC*|*DN*).
2. Run the function “Create Web Services” from the Continia Web Portal list. It is only required to run this function in one company.
3. If you continue to use Continia Web Portal on-premises, then create a new website in IIS or update the existing one.
4. Run the function “Export Users” to export web users from the Continia Users screen in NAV.
```

--------------------------------

### Upgrade Document Capture Classic Client Components for NAV Classic

Source: https://docs.continia.com/en-us/continia-expense-management/development-and-administration/on-premises/upgrade/expense-management-2024-r2-fob/application-and-data/from-versions-260-650-to-800

Instructions for upgrading Document Capture Classic Client Components on a computer running Dynamics NAV Classic. This involves uninstalling existing components and then installing the new versions.

```Plain Text
1. On the computer where you perform the upgrade, you must uninstall “Document Capture Classic Client Components” and “Document Capture Classic Components (Scanner)”
2. Install “Document Capture Classic Client Components”.
3. Install “Document Capture Classic Components (Scanner)”, if needed.
```

--------------------------------

### Perform Post-Upgrade Data and Object Synchronization in Business Central

Source: https://docs.continia.com/en-us/continia-document-capture/development-and-administration/on-premises/upgrade/document-capture-2023-r1-fob/application-and-data/from-versions-8001000/manual-upgrade

Detailed post-upgrade procedure for Document Capture and Expense Management in Business Central, covering importing post-upgrade packages, compiling objects with specific filters, synchronizing schema with validation, and running data upgrade functions from setup cards.

```Business Central
1. Import the object post-upgrade package corresponding to your BC version (“BC14 - DC8.00-DC10.00 to DC11.00, EM8.00-EM10.00 to EM11.00 – Direct Upgrade Post.fob”).
2. Use “Replace All” in Import Worksheet. Set Synchronize Schema to “Later” during import.
3. Compile all Document Capture and Expense Management objects (Version List filter *DC*|*EM*|*CC*|*DN*). Set Synchronize Schema to “Later”.
4. Compile all MenuSuites (not only DC and EM).
5. Run Tools -> “Sync. Schema For All Tables” -> “With Validation”.
6. Restart the RTC Client.
7. Make sure that you start the upgrade in a company with either Document Capture or Expense Management activated.
8. Run the function “Upgrade Data to Latest Version” from the Document Capture Setup card or the Expense Management Setup card in any activated company.
9. The Post-Update process should complete without any errors.
10. Restart the RTC Client.
11. Verify that the activation status of the upgraded companies is as expected.
```

--------------------------------

### Install Continia Apps (Multi-tenant)

Source: https://docs.continia.com/en-us/continia-finance/development-and-administration/on-premises/installing-or-upgrading-continia-apps-in-multitenant-environments

Sequence of PowerShell commands to install Continia Core and Continia Finance applications in a multi-tenant environment. This involves publishing the app, synchronizing it, and then installing it.

```PowerShell
Publish-NavApp > Sync-NavApp > Install-NavApp
```

--------------------------------

### Manually Install or Upgrade Continia Apps in Multitenant Environments

Source: https://docs.continia.com/en-us/continia-document-output/development-and-administration/on-premises/installing-or-upgrading-continia-apps-in-multitenant-environments

To install or upgrade Continia apps (Continia Core, Continia Delivery Network, Document Output) in a multitenant environment, a specific sequence of PowerShell commands must be executed for each application. This process ensures the proper publishing, synchronization, and installation of the app within the Business Central environment.

```PowerShell
# For each Continia app (e.g., Continia Core, Continia Delivery Network, Document Output), run the commands in this specific order:

# Step 1: Publish the NavApp
Publish-NavApp

# Step 2: Synchronize the NavApp
Sync-NavApp

# Step 3: Install the NavApp
Install-NavApp
```

--------------------------------

### Import and Update NAV Objects for Document Capture/Expense Management

Source: https://docs.continia.com/en-us/continia-document-capture/development-and-administration/on-premises/upgrade/document-capture-2023-r2-fob/application-and-data/from-version-700/manual-upgrade

Instructions for importing new object packages (DC8.00 / EM8.00) into Microsoft Dynamics NAV, including considerations for 'Replace All' and 'Synchronize Schema' settings, and a critical warning about specific pages to skip during import for certain NAV/BC versions.

```Installation Steps
Import the new DC8.00 / EM8.00 objects from the product folder. Use “Replace All” in Import Worksheet. Some objects may show a warning during import as some parts of the new Version List has changed format. For NAV 2015 and later, set Synchronize Schema to “Later” during object import.

Warning:
For all versions from NAV 2013 to Business Central October 2018 (BC v13), the following applies: When importing the DC8.00/EM8.00 object package, skip the four pages mentioned below. The pages were unintentionally included in the release packages – they will be removed in service pack 1.
* Page 5 **Currencies**
* Page 10 **Countries/Regions**
* Page 209 **Units of Measure**
* Page 472 **VAT Posting Setup**
```

--------------------------------

### General Bank Setup Fields Reference

Source: https://docs.continia.com/en-us/continia-payment-management-nav-bc14/user-guide/setup-and-configuration/bank-and-bank-account-setup/create-a-bank-card

Detailed documentation for configuring general bank settings within Continia Payment Management, including field descriptions, usage notes, and dependencies.

```APIDOC
Code:
  Description: Indicates the code Dynamics NAV uses to identify the bank.
  Usage: Used under Create a bank account.

Name:
  Description: Specifies the name of the bank.

File Name (Payment file):
  Description: Specifies the file path to the payment file.
  Usage: Required only for banks using manual file import/export. Can be left blank for direct communication.
  Note: Path is always seen from the client.

Warn when replacing file:
  Description: When using manual communication, warns if overwriting an existing payment file.
  Behavior: If selected, Payment Management warns before overwriting. If cleared, no warning is given.
  Context: Users often rename files to create an archive.

Bank Bookkeeping Branch Code:
  Description: Associates a Bank Center code with your bank for payment validation and file formatting.
  Dependency: Corresponds to the code from the setup file imported under 'Import Continia's bank setup'.
  Importance: Must match the bank being created to ensure correct import/export.
  Note: Certain fields on the Bank card are deactivated based on this selection, as they are bank-specific.

Enable Log:
  Description: Specifies whether to save all XML files communicated with the bank.
  Storage: Files are stored in an XML archive, accessible via 'How to use the XML archive on the bank card'.

Request Status:
  Description: Indicates how Payment Management requests status responses from the bank for payment files and transactions.
  Behavior: Request is part of the Pain001 payment file header and cannot be changed post-creation. A new payment file is needed for changes to take effect.
  Options:
    - "blank": No status response requested (e.g., for manual communication without manual status import).
    - Failed: Only receives status replies for rejected payments.
    - All: Requests status replies for all payments (common for direct communication or manual status import).

In Use:
  Description: Activates the bank setup.
  Behavior: When checked, Payment Management updates all field validations on payment methods for this bank (may take time).
  Usage: Uncheck if the bank is no longer used.

Move Payment Date:
  Description: Determines how Payment Management adjusts the Payment Date if it falls on a bank holiday.
  Options:
    - "blank": (Implied: no movement or default forward)
    - Back: Moves the Payment Date back to the first non-bank holiday.
    - Forward: Moves the Payment Date forward to the next non-bank holiday (common in Denmark).

Main Bank Branch No.:
  Description: Bank-specific field (Bank Connect and BEC). Refers to the bank for which an agreement has been signed.
  Requirement: The bank's main registration number must be entered.
  Reference: See 'Create bank certificates' for more information.
```

--------------------------------

### Perform Post-Upgrade Steps for Continia in Business Central

Source: https://docs.continia.com/en-us/continia-document-capture/development-and-administration/on-premises/upgrade/document-capture-2023-r2-fob/application-and-data/from-versions-8001100/manual-upgrade

A comprehensive guide for post-upgrade procedures for Continia solutions in Business Central. This includes importing post-upgrade packages, compiling objects, synchronizing schema, restarting clients, and running data upgrade functions.

```Instructions
1. Import the object post-upgrade package corresponding to your BC version (“BC14 - DC8.00-DC11.00 to DC12.00, EM8.00-EM11.00 to EM12.00 – Direct Upgrade Post.fob”).
2. Use “Replace All” in Import Worksheet. Set Synchronize Schema to “Later” during import.
3. Compile all Document Capture and Expense Management objects (Version List filter *DC*|*EM*|*CC*|*DN*). Set Synchronize Schema to “Later”. Some DC/EM objects may not compile. They will be deleted later in the upgrade process.
4. Compile all MenuSuites (not only DC and EM).
5. Run Tools -> “Sync. Schema For All Tables” -> “With Validation”.
6. Restart the RTC Client.
7. Make sure that you start the upgrade in a company with either Document Capture or Expense Management activated.
8. Run the function “Upgrade Data to Latest Version” from the Document Capture Setup card or the Expense Management Setup card in any activated company. The routine will handle all companies and upgrade Document Capture data if needed, and upgrade Expense Management data if needed.
9. The Post-Update process should complete without any errors.
10. Restart the RTC Client.
11. Verify that the activation status of the upgraded companies is as expected.
```

--------------------------------

### Continia User Setup Fields Reference

Source: https://docs.continia.com/en-us/continia-expense-management/setting-up-expense-management/setting-up-general-business-functionality/approver-setup-for-expense-management

Reference for fields available on the Continia User Setup page, detailing their purpose and impact on user approval permissions and workflow.

```APIDOC
Continia User Setup:
  FastTab: General
    Continia User ID:
      Description: Select the user. All approvers must be Business Central users. You can access a list of them using the lookup button in this field.
    Name:
      Description: A user's name is automatically filled in when their email address is entered, which is utilized for welcome emails and notifications.
    No. of Approval Forwarding:
      Description: Specifies the number of users to whom approval can be forwarded to.
    Allow Force Registration:
      Description: Specifies if the user is allowed to force registration of a document, ignoring errors and warnings that would cause the registration to fail.
    Approval Administrator:
      Description: Enable this option to grant the user the ability to force approve documents. Once activated, the user can reopen, edit, and force approve a document to bypass the standard approval flow. Note that enabling this option will also automatically enable the corresponding setting in the Approval User Setup, and that the user will be granted a number of standard approval administrator permissions in addition to the Continia-specific permissions. The specific permissions are described in Expense Management Permissions.
  FastTab: Web Approval
    Approval Client:
      Description: Choose the client for approving expense documents. If the Continia Web Approval Portal is selected, the user can approve documents using Business Central or the Continia Web Approval Portal.
      Options:
        - Blank: no approval client
        - Web client: the approval request is processed within Business Central
        - Continia Web Approval Portal: through this portal, you have access to all documents pending approval from Continia Document Capture and Continia Expense Management.
  FastTab: Expense Management
    Can Edit Approved Documents:
      Description: Activate this option if you want the user to be able to edit documents that have already been approved. Users with this option enabled cannot modify any information related to the expense amount. To edit the amount on an approved expense document, users must undergo the regular approval process again.
    Unlimited Amount:
      Description: Documents from a user with unlimited approval status automatically receive the approved status. Enabling this option is mandatory for at least one approver.
    Approval Limit:
      Description: This field is for approvers who have a defined approval limit. Meaning that they can only approve expense documents up to a certain amount. If a document's expense amount exceeds this limit, it's either declined or forwarded to an approver who has a higher approval limit or unlimited approval authority.
```

--------------------------------

### OnSkipInsertManualSetup Event (CDC Business Setup Management)

Source: https://docs.continia.com/en-us/continia-document-capture/development-and-administration/development-and-customization/event-publishers/event-publishers-2500

This integration event, part of the 'CDC Business Setup Management' codeunit, is triggered when a manual setup insertion is skipped. It provides access to the 'Guided Experience' codeunit sender, allowing for custom actions when the setup process is bypassed.

```APIDOC
Codeunit: 6085871 CDC Business Setup Management
Event Name: OnSkipInsertManualSetup
Event Type: IntegrationEvent(IncludeSender: false, GlobalVarAccess: false)
Parameters:
  sender: Codeunit "Guided Experience"
From Version: 25.0.0.0
```

--------------------------------

### Update Continia Web Approval Portal

Source: https://docs.continia.com/en-us/continia-document-capture/development-and-administration/on-premises/upgrade/document-capture-2022-r2-fob/application-and-data/from-versions-800900/manual-upgrade

Steps to update the Continia Web Approval Portal, including compiling objects, running web service creation and user export functions, and managing IIS websites for on-premises installations. The web service creation function only needs to be run in one company.

```Business Central Configuration
1. Compile all Document Capture and Expense Management objects (Version List filter *DC*|*EM*|*CC*|*DN*).
2. Run the function “Create Web Services” from the Continia Web Portal list. It is only required to run this function in one company.
3. If you continue to use Continia Web Portal on-premises, then create a new website in IIS or update the existing one.
4. Run the function “Export Users” to export web users from the Continia Users screen in NAV.
```

--------------------------------

### Upgrade Document Capture RTC Client Components

Source: https://docs.continia.com/en-us/continia-document-capture/development-and-administration/on-premises/upgrade/document-capture-2021-r2-fob/application-and-data/from-version-700/manual-upgrade

This guide details the upgrade process for Document Capture RTC Client Components on a PC running Dynamics NAV RTC. It involves uninstalling existing components, installing new ones, and potentially moving add-ins if the installation path is not default.

```APIDOC
Upgrade_NAV_RTC_Client():
  1. On the computer where you perform the upgrade, you must uninstall "Document Capture RTC Client" and "Document Capture RTC Components (Scanner)".
  2. Install "Document Capture RTC Client".
  3. Install "Document Capture RTC Component (Scanner)" if needed.
  4. If you haven’t installed the Microsoft Dynamics NAV RTC Client in the default location, you must move the Add-ins manually from the default location to the current location of your installation.
```

--------------------------------

### Import Bank Setup XML for Payment Management Basis

Source: https://docs.continia.com/en-us/continia-payment-management-nav-bc14/overview/banksystems/integration-nordea-direct

This section details the specific XML file required to import the bank setup during the Assisted Setup Guide for Payment Management Basis. It specifies the type, bank code, and filename for the Nordea Corporate Access configuration.

```APIDOC
XML Bank Setup File:
  Type: Corporate Access
  Bank Code: NDEA-CORP
  Filename: Nordea Corp Access - Webservice Communication x.xx.xx.xml*
```

--------------------------------

### OnAfterInsertPurchContractManualSetup Event (CDC Business Setup Management)

Source: https://docs.continia.com/en-us/continia-document-capture/development-and-administration/development-and-customization/event-publishers/event-publishers-2500

This integration event, associated with the 'CDC Business Setup Management' codeunit, is triggered after a purchase contract manual setup has been inserted. It provides information on whether the insertion already occurred and access to the 'Guided Experience' codeunit sender.

```APIDOC
Codeunit: 6085871 CDC Business Setup Management
Event Name: OnAfterInsertPurchContractManualSetup
Event Type: IntegrationEvent(IncludeSender: false, GlobalVarAccess: false)
Parameters:
  AlreadyInserted: Boolean
  sender: Codeunit "Guided Experience"
From Version: 25.0.0.0
```

--------------------------------

### Upgrade Continia Document Capture Classic Client Components

Source: https://docs.continia.com/en-us/continia-document-capture/development-and-administration/on-premises/upgrade/document-capture-2021-r2-fob/application-and-data/from-version-700/manual-upgrade

Step-by-step guide for upgrading Continia Document Capture Classic Client Components, including uninstallation and reinstallation procedures for Dynamics NAV Classic clients.

```Instructions
1. Uninstall “Document Capture Classic Client Components”.
2. Uninstall “Document Capture Classic Components (Scanner)”.
3. Install “Document Capture Classic Client Components”.
4. Install “Document Capture Classic Components (Scanner)” if needed.
```

--------------------------------

### Upgrade Continia Document Capture RTC Server Components (BC14)

Source: https://docs.continia.com/en-us/continia-document-capture/development-and-administration/on-premises/upgrade/document-capture-2022-r2-fob/application-and-data/from-versions-800900/manual-upgrade

Guide to upgrade server components for Business Central April 2019 (BC14), involving stopping, uninstalling, installing, and managing add-ins for 'Document Capture RTC Server Components'. Ensure to move add-ins manually if the installation path differs from the default.

```Business Central Configuration
1. Stop “Business Central Server Server”.
2. Uninstall “Document Capture RTC Server Components”.
3. Install “Document Capture RTC Server Components”.
4. If you haven’t installed the Microsoft Business Central Server in the default location, you must move the Add-ins manually from the default location to the current location of your installation.
5. Start “Microsoft Business Central Server”.
```