Docentric AX Setup
Before start using Docentric AX you might need to review some already set global parameters such as visibility of Docentric print destinations, default template storage on SharePoint or Azure, default printers, additional email parameters, etc. You can set these parameters using the Docentric AX Parameters form.
In order to replace SSRS report designs with Docentric's designs or to set up some of Docentric print destination settings, you will need to use Docentric Report Setup.
Learn in this section:
Get started with Free Edition
The recommended sequence of how-to manuals to get you started after installation:
- Docentric AX architecture
- Set up Docentric AX parameters
- Improve print destinations
- Improve Print management
- Improve Email templates for Alert and WF notifications
- Improve Warehouse labels
Get started with Full Edition
The recommended sequence of how-to manuals to get you started after installation:
- Docentric AX architecture
- Set up Docentric AX parameters
- Set up Docentric AX reports
- Improve SSRS report designs
- Add additional data to a report using Docentric approach
- Learn to use Docentric AX designer
- Improve print destinations
- Improve Print management
- Improve Warehouse labels
Use Docentric SSRS Replicas
Use Docentric SSRS Replicas of commonly used reports such as Sales invoice and Purchase order to enable all features in both Free and Full Edition. Learn more about Docentric SSRS Replicas >>
For rapid start, check out our Video Trainings and Tutorials.