Setup Document types in D365

Introduction

All media files to be transferred must be assigned the correctly configured document type.

Setup Document types and groups

Navigation

Organisation administration / Document management / Document types

Changing the group of a document type

If media files of this document type have already been transferred, a corresponding ReSync must be carried out and the data exchange started.

Specify the default document type

Navigation

Organization administration / Document management / Document management parameters / default document type