Installing the Designer
To edit Document Creator layouts you can use the Document Creator Designer. This is a stand-alone application that can be installed locally on a Windows PC. Every time the application is started it will automatically check for and install updates when they are available.
Installation¶
To install the designer:
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Use the following button to download the designer:
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Download the .application file and wait for the download to complete.
- Run the .application file to start the installation, and follow the steps in the installer.
Whenever there is a new version of the designer available, it will be downloaded automatically when you start the designer application.
Attention
Depending on the configurations on your workstation/PC, you may initially be blocked from installing the application, e.g., due to restrictions implied by the configuration of the ClickOnce Trust Prompt or Windows Defender SmartScreen. Please contact your system administrator if you need help to resolve any issues of this nature.
Important
The Document Creator Designer includes a 14-day unrestricted, free trial. Simply click on the Start Trial button to start using your free Designer trial period!
To explore the features of the Designer you can also check out the Document Creator Designer Demo.
Product Activation¶
The first time you open the Document Creator Designer the "Product Activation" form is shown.
On this page, you have three methods for activation to use the designer:
Apportunix Account¶
If you have started a subscription for Apportunix Document Creator for one of your Production environments via the Apportunix Subscriptions page, then you will have registered an Apportunix Account that is linked to that Production environment. You can activate the designer by entering the credentials for your Production environment and then clicking on the Login button.
To activate the designer via this method, you provide the following details:
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For Business Central online/SaaS deployments:
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Microsoft Entra Tenant ID (formerly AAD Tenant ID)
This is a GUID that identifies your Microsoft tenant in which your organization, including Microsoft Dynamics 365 Business Central environment(s), reside.
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Production Environment Name
This is the name of the Business Central production environment in which you have an active subscription for Apportunix Document Creator. The default, and most commonly used name, is Production, but your environment name could also be something else, like CRONUS-PRD or Production_CRONUS.
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For Business Central on-premises deployments:
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Business Central On-Premises License Serial Number
(a.k.a. VOICE ID or PartnerSource Business Center ID)This is the ID that uniquely identifies your Business Central on-premises customer license.
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Password
The password that you chose when you registered an Apportunix Account, which is typically done right before activating Apportunix Document Creator in your Business Central production environment.
Start a subscription
Don't have a license yet? You can first try out the designer using the Designer Trial Period option.
If the trial period has expired and you are looking to acquire a license for a Business Central Production environment, then please check Creating a Subscription and Starting your Trail Period for more information.
Forgot your password?
If you forgot the password of the Apportunix account linked to your Business Central Production environment, then you can change the password as follows:
- Open your Business Central Production environment
- Use the Business Central Tell Me search feature (Alt+Q, or click on the ‑icon in the top right corner) to search for and open the Apportunix Subscriptions page
- Invoke the Apportunix Account action
- Verify that the environment is authenticated. Then, choose Change password.
Product Key¶
If you have started a subscription for Apportunix Document Creator and acquired a product key license, then you should choose the Product Key option.
To activate the designer via this method, you provide the following details:
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For Business Central online/SaaS deployments:
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Microsoft Entra Tenant ID (formerly AAD Tenant ID)
This is a GUID that identifies your Microsoft tenant in which your organization, including Microsoft Dynamics 365 Business Central environment(s), reside.
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For Business Central on-premises deployments:
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Business Central On-Premises License Serial Number
(a.k.a. VOICE ID or PartnerSource Business Center ID)This is the ID that uniquely identifies your Business Central on-premises customer license.
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Product Key
Your company-specific product key, which is a long string consisting of various capital letters and numbers.
After entering these details, click on the Validate button to activate the designer.
Attention
The Document Creator Designer can only be activated with a product key for licenses in the new license model (S/M/L/XL). Please see the Pricing page for an overview of the available editions. Please contact us if you require a new product key for the new license model.
Designer Trial Period¶
The first time you select Trial Period a 14-day free trial will start. In the trial mode you can use all features of the designer, without any restrictions. You can continue using the trial in this period, but will need to select Trial Period everytime you open the designer.
After the trial period expires, you can no longer use this method and you will need to start a (trial) subscription in your Business Central production environment.