Document Links Setup
Like some of our other apps Clever Document Links requires a dependency to be installed. Another App of ours called Clever Config will be installed at the same time.
Note - You should not Uninstall Clever config if you plan on using the Clever Documents Links App.
Below we will explain the requirements for setting up the app and how importing the default configuration will save you time in getting the App ready for use. The first thing to do is navigate to the Document Links Setup Page.
Once on the Document Links Setup page you will see the different options available to you.
The first thing to do is click on the Actions tab on the ribbon and select the option Get Default Configuration.
By running the Get Default Configuration action, a set of commonly used Document Types and the corresponding Search Fields are populated into your Microsoft Dynamics 365 Business Central environment. Further on in the user guide you will find more information on Document Types and Search Fields.
After running the Get Default Configuration action the next bit of setup you need to do is determine where you want to store your documents. If you drop down on the field File Storage you have two options.
The Database option will store documents within your database.
Clicking the SharePoint option in File Storage field will bring up a new FastTab called SharePoint Settings, to set up this service.
You may want to run Test SharePoint Connection once the fields have been filled in using the button in the Actions ribbon, to make sure your connection is correct.
Other actions on the tab include Update Archive Location. Against each linked document which has been uploaded to Business Central, details will be held relating to where it is stored. In cases where you would like to move the documents and need to update the file path location for document storage, you will need to run the Action Update Archive Location once you have manually moved all of the documents to the new location. This can be used in cases where you are moving to a different SharePoint Site/Folder.
To support document Archive Migration from Database to SharePoint, the File Storage Field will firstly need to be changed to SharePoint. After adding the Site and Credentials information, you should then select the Migrate Archive action. This will then move the documents into the SharePoint area defined automatically. A confirmation message will be displayed once complete.
SharePoint Authentication Types
We support two Authentication Types Basic and Client Credential.
For both types the Url, Library Name and Folder Name fields are the same (to assist to find the details please see the section below). In case of Basic Authentication Type only Username and Password needs to be set.
In case of Client Credential Authentication Type you need to specify the Tenant ID, Client ID and Client Secret data. For more info (how to generate new client credentials for own connection) please visit: Granting access using SharePoint App-Only | Microsoft Docs
Determining SharePoint Settings
The correct SharePoint settings cannot necessarily be determined from the URL at which you access the Document Library. Follow these steps to find the correct URL for the Site and the Document Library:
- Navigate to the Home page of the SharePoint site
- Click “Site information” from the gear icon in the top right-hand corner
- Click “View all site settings” from the pane that opens
- Click “Title, description and logo”
- Copy the URL from the bottom of that page to the SharePoint Site field on the Document Links Setup page
- Navigate to the Document Library that you are going to archive documents to
- Click “Library Settings” from the gear icon in the top right-hand corner
- Copy the “Name” from the top of the page into the Library Name field on the Document Links Setup page
OCR Settings FastTab
The OCR Settings FastTab allows you to input an OCR Service User and Password. Populating these fields will enable Microsoft Dynamics 365 Business Central to read barcodes and find a record to match them within the database.
Note - You will need to purchase the OCR Service separately.