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:

  1. Docentric AX architecture
  2. Set up Docentric AX parameters
  3. Improve print destinations
  4. Improve Email Templates

Get started with Full Edition

The recommended sequence of How-to manuals to get you started after installation:

  1. Docentric AX architecture
  2. Set up Docentric AX parameters
  3. Set up Docentric AX reports
  4. Improve SSRS report designs
  5. Add additional data to a report using Docentric approach
  6. How to use Docentric AX designer
  7. Improved Docentric print destinations
Use Docentric SSRS Replicas for commonly used reports such as Invoice and Purchase order, no matter if you are using Free or Full Edition. Download and see the benefits >>

For rapid start, check out our Video Trainings and Tutorials.

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