How-To

Step-by-step task recipes for setting up and running DocumentQ in Business Central.

Process Your First Invoice

Seven short steps from install to a registered purchase invoice — a followable DocumentQ walkthrough, not a concept explainer.

Set Up Approval Routing

The smallest working approval configuration — one route, one rule — plus how to prove a document actually routed instead of passing quietly.

Turn On Unattended Processing

Schedule the capture cycle, connect a mailbox, and enable touchless registration for a vendor — with the checks that stop it failing silently.