Video Electronic Reporting & Configurable Business Documents with Docentric Enhancements

In this presentation, our expert, Albin Lotrič, first explains the basics of Electronic Reporting and Configurable Business Documents (ER/CBD). Then, the process of customizing existing ER configurations by deriving them from the original Microsoft configurations is presented. The customization includes the changes in the configurations […]

PDF/A Standard Versions and Conformance Levels

The PDF/A standard defines specific requirements and constraints on the PDF file format to ensure that PDF/A-compliant documents are self-contained, device-independent and suitable for long-term archiving (the “A” stands for archive). These requirements include guidelines for fonts, color, metadata, transparency and other aspects of PDF […]

Performance Considerations: SSRS, CBD and Docentric

Before discussing performance of report execution and draw a comparison between Docentric, SSRS and CBD (Configurable Business Documents aka Electronic Reporting Business Documents) reporting solutions, let’s first briefly explain their architecture and how they relate to each other. SSRS, CBD and Docentric execution pipeline Docentric […]

Email Invoice and T&Cs with Electronic Signature in D365FO

Docentric gives you the ability to generate electronically signed reports from D365FO. But what if you email your reports and use another feature provided by Docentric, sending the additional report attachments? The report document will be electronically signed, but the additional attachments won’t. What should […]

Video Email Electronically Signed D365FO ER Project Invoice With Expenses Attachments

D365FO project invoices are usually emailed to clients. In the case of Time and Material (T&M) projects, we register the expenses on a project, so that we can cross-charge them to our client. A common requirement is to email the receipts of project invoice expenses […]

Video Create Invoices with Electronic Signature in D365FO

With D365FO and Docentric, you can add electronic signatures to PDF documents generated by both SSRS and Docentric rendering engines. Certificates used for PDF signing can be stored in Azure Key Vault or D365FO database. Appearance of electronic signatures on signed PDF documents can be […]