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Introduction > Integration with Microsoft Dynamics NAV > Integrator Guide for Connector for Microsoft Dynamics NAV > Mapping Details (application scenarios) > Mapping No.6 - Customers

Customer: Adding documents

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The process of adding a document to the Thereforeā„¢ Archive via the customer card is shown in figure 9.

Figure 9: Addition of new Thereforeā„¢ documents (Customer Card)

Figure 9: Addition of new Thereforeā„¢ documents (Customer Card)

The Thereforeā„¢ ā€“ Add button opens a window in which the document to be archived can be selected. Alternatively, the document can be scanned and made available as a PDF. Optionally, one of the Thereforeā„¢ categories can be allocated to a keyword and/or a business transaction ID. The business transaction ID enables targeted searching through the Navigate function for entries concerning this business transaction (see Navigate - Business case ID).

 

Confirming will open the Thereforeā„¢ Viewer. As shown in figure 10, the selected file is saved in the Thereforeā„¢ archive, and mapping of index data taken from NAV is performed.

Figure 10: Thereforeā„¢ Viewer (Customer Documents)

Figure 10: Thereforeā„¢ Viewer (Customer Documents)

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