DMS Connector for Document Capture

The DMS Connector for Document Capture is a Business Central App that connects Document Capture with M-Files and enables automated document archiving. The solution extends the standard functionality of Document Capture with complete integration into M-Files document management.

Automated Archiving

The app automatically archives various document types in M-Files:

Registered Documents: Invoices and credit memos are archived with links to the corresponding Business Central document
Rejected Documents: Rejected documents are also archived to ensure complete documentation
Accompanying Documents: Additional documents (e.g., delivery notes for invoices) are automatically linked to the main document
Purchase Receipt Documents: Separate archiving of delivery note documents for posted receipts with support for multiple assignments

During archiving, the correct M-Files document classes and metadata are automatically set without requiring manual effort.

Intelligent Document Linking

The solution automatically establishes connections between related documents:

Purchase Order to Invoice: Documents archived for purchase orders are automatically linked to the resulting purchase invoices
Receipt Documents to Purchase Orders: Support for assigning receipt documents to multiple purchase orders
End-to-End Document Flow: From the purchase order process through delivery to invoice posting, all documents remain traceable and linked

Additional Features

Document Receipt Date Transfer

When emails are received via Document Capture, the email receipt date is automatically transferred as the document receipt date to the Business Central document.

Retroactive Archiving

Documents already registered in Document Capture can be archived retroactively in M-Files via job queue entries. This enables the migration of existing documents without manual rework.

Accompanying Document Management

Additional documents assigned to a main document are automatically archived and linked. All relevant documents for a business transaction remain centrally accessible.

Approval Team Management

The approval function enables automatic transfer of approval teams between vendors, Document Capture documents, and purchase documents. This function ensures that documents are automatically assigned to the correct approval team in M-Files and can be tracked throughout the entire processing workflow.

The workflow is as follows:

Vendor: An approval team (DMS Team) is stored in the vendor
Automatic Transfer: When assigning a vendor to a Document Capture document, the approval team is automatically transferred to the document
Dynamic Updates: Changes to a vendor's approval team are automatically applied to all open Document Capture documents
End-to-End Workflow: Upon registration, the approval team is transferred to the created purchase document and is available for the subsequent approval process in M-Files
Optional Mandatory Validation: An optionally activatable validation prevents the registration of documents without an assigned approval team

This function ensures a consistent and traceable approval process across all processing stages.

Use Case

The solution is suitable for companies that:

Already use or want to implement Document Capture in Business Central
Need centralized M-Files archiving with automatic document linking
Want to eliminate manual archiving processes
Must meet compliance requirements for document management
Want to establish an end-to-end digital document flow in the purchasing process

The integration is implemented as a Built-In Application (App/Extension) for Business Central Online and seamlessly integrates into existing processes.