Modify Print management settings in bulk in D365FO

Up to Docentric version 3.3.7 you could use the Docentric Print Management Settings data entity to export Print management settings from one environment and import them to another, or to copy them between legal entities.

Learn how to copy Print management settings between legal entities >>
Learn how to copy Print management settings between environments >>

However, from the 3.3.7 Docentric version on, we added support for importing Print management settings, which are not the direct result of the exported settings, which means that you can change Print management settings in bulk. In other words, you can export Print management settings for selected customers/document types/legal entity to Excel, change the target print destinations and report formats, email recipients, subjects, bodies, output filenames, etc. and then import the changed settings back for the same or different customers/document types/legal entity.

The Docentric Print Management Settings data entity is part of Docentric Free Edition, so you can use it completely for free.

In this video-articles series, we will cover the following scenarios:

But first of all, we recommend to start with the explanatory video about Docentric Print Management Data Entity that enables all of the above scenarios:
Get started with Docentric Print Management Data Entity >>

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