DMS Connector for Document Capture

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

Automated Archiving

The app automatically archives various document types in SharePoint:

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 with invoices) are automatically linked to the main document
Purchase Delivery Notes: Separate archiving of delivery note documents for posted receipts with support for multiple assignments

During archiving, the correct SharePoint content types and metadata are set automatically without requiring manual effort.

Flexible Workflow Configuration

Archiving can occur at different times depending on the business process:

On Registration: Documents are archived immediately upon registration in Document Capture
On Posting: Archiving occurs only when posting the document to posted documents (Posted Purchase Invoice, Posted Purchase Credit Memo)
Via Background Job: Time-controlled archiving via job queue entries

These settings can be configured individually per Document Capture document category to reflect different requirements across various business areas.

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
Delivery Notes to Orders: Support for assigning delivery notes 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 arrive via Document Capture, the email receipt date is automatically transferred as the document receipt date to the Business Central document. This supports audit-proof processes and correct deadline calculation.

Retroactive Archiving

Documents already registered in Document Capture can be retroactively archived to SharePoint via job queue entries. This enables 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 available.

Use Cases

The solution is suitable for companies that:

Already use or want to implement Document Capture in Business Central
Need central SharePoint 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 integrates seamlessly into existing processes.