Installing the Extension

Attention

The installation instructions on this page are for installing Document Creator in a Dynamics 365 Business Central online (SaaS/Cloud) environment. If you are looking for installation instructions for Dynamics 365 Business Central on-premise, then please follow the steps on the page Installing for On-Premise.

Tip

Already have the Document Creator extension installed, but looking to update the extension to a newer version? Then please see our F.A.Q.-item: "How can we update an app for our Business Central environment?"

To install the Document Creator extension for Dynamics 365 Business Central, please follow these steps:

  1. Go to Setup & Extensions > Extensions (i.e., open the Extension Management page).
  2. Open the extension marketplace (AppSource) for the current environment via: Manage > Extension Marketplace.

    extension-marketplace-action

  3. Search for "Document Creator" (By Apportunix).

  4. Take note of the End-User License Agreement and Privacy Statement
  5. Choose "Free Trial", enter your details, and follow the further steps in the Extension Installation page.

    (Note: Document Creator is free to use in Sandbox environments.)

  6. Use the Tell Me search feature in Business Central, search for and open the Document Creator Setup Wizard page. You can also find the setup wizard in the Assisted Setup page (where you will also find setup wizards for other applications and features).

    Open-Setup-Wizard-Tell-Me-Search-Wizard

  7. Follow the Document Creator Setup Wizard to set up the extension.

    Document-Creator-Setup-Wizard

  8. Assign the "Apportunix Document Creator" permission set to your users. Please see Permission Configuration.

  9. Import the Customizable Label Translations Package

    If you have not imported the translations yet, then please follow the installation instructions on the Import Translations Template page.

    Import-Translations-Action

Important

After the installation of the Document Creator extension, all active users must sign out and sign in again to see the navigation changes from the Document Creator extension.