Set up a document exchange service


To set up a document exchange service, follow these steps:

  1. Select the Search for Page icon in the top-right corner of the page, enter doc. exch. service setup, and then select the related link.

  2. Fill in the fields as follows:

    • User Agent - Enter any text that can be used to identify your company in document exchange processes.

    • Enabled - Specify if the service is enabled. After you have enabled the service, at least two job queue entries are created to process the traffic of electronic documents that move in and out of Business Central. When you disable the service, the job queue entries are deleted.

    • Sandbox - Specify whether you are connecting to a sandbox version of the document exchange service.

    • Sign-up URL - Specify the webpage where you sign up for the document exchange service.

    • Service URL - Specify the address of the document exchange service, which will be called when you send and receive electronic documents.

    • Sign-in URL - Specify the sign-in page for the document exchange service, which is where you enter your company's user name and password to sign in to the service.

    • App URL - Choose the link to open the app store and turn the Business Central Integration app on or off.

Screenshot of the Document Exchange Service Setup page.