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Introduction > Integration with Microsoft Dynamics NAV > Connector for Microsoft Dynamics® NAV 2009 > Configuration

Load Therefore Validation tables (profiles, categories, workflows)

Once the Therefore™ configuration is complete, you can then proceed to load these resources into Microsoft Dynamics® NAV. Select Therefore Document Management from the Therefore Document Imaging Menu. Then confirm by selecting Yes to Load the Category, Profile and Workflow data from Therefore to Microsoft Dynamics® NAV. Of primary importance is that all validation codes will be loaded which are needed for the mapping of the documents.

CONF_LoadThereforeValidationTables_001

Note

•If you create new categories, workflow processes or profiles any time after the import, you can rerun the Therefore™ Document Management process. It will load the new values into the Microsoft Dynamics® NAV tables.

•If you delete any categories, profiles or workflows from Therefore™, they will not be automatically deleted in Microsoft Dynamics® NAV--you need to delete these manually.

•You shouldn’t create two categories, profiles or workflow processes with same name.