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Afternoon, I've exported all my newly created Business Documents ready for upload to the new environment.
But we have gone on to the new UAT for testing, and i cannot see aware i can upload my templates back in?
Advice please.
Hi DSMAbertawe,
Can you tell what exact documents you are referring to and how you exported them. Can you elaborate and share the steps or screenshots?
For an overview of business documents as well as importing, you can check the link below,
Business document management overview - Finance & Operations | Dynamics 365 | Microsoft Learn
Information about upload and manage document templates in Dynamics 365 is found for you ,you can check as needed.
Upload and manage document templates in Dynamics 365 Customer Engagement (on-premises) | Microsoft Learn
In addition, here is a question similar to you.
Business document management setup - Dynamics 365 Finance Forum Community Forum
Best Regards,
Hana
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