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Hi,We are exploring how to create in Word (or in Excel) to build basic reports or document such an sales invoice using DOCENTRIC add-in,Does anyone has documentation ?Note: We are using Docentric only to attach invoice and collection letters on emails and send them to Customer automatically. Did you explored more capacities of Docentric ?Thank you !Kamel.
Hi Kamel,
Docentric is third-party software. You can better reach out to Docentric themselves.
Have you also explored standard features to achieve your requirement? It is explained by Ludwig in a blog: Do you know … how to print invoices with document attachments? | Dynamics 365FO/AX Finance & Controlling (dynamicsax-fico.com)
For the very "basic" transactions that you use, you might not need Docentric because the standard ER framework can do that. Yet, if you already bought the software it might be too late to revert. Anyway, please contact the Docentric support directly if there is an issue or you need some help from them.
Cheers,
Ludwig
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