Basic Setup

To set up the Connector 365 E-Documents Validator extension, navigate to the search bar and enter Connector 365 Setup.

Now go to the E-Documents Validator group:

You will now find the following fields available for setup:

Field Meaning
Validate E-Documents When checked, E-documents will be validated before completing posting processes. If validation errors occur, the posting will be aborted.
Automatically validate E-documents for incoming documents When checked, incoming documents will be validated directly upon import. A validation report will be attached to the process. Click here to learn more about validation.
Automatically create a visualization file for incoming documents When checked, a visualization file will be automatically created and attached to the process upon importing incoming documents. Click here to learn more about visualization.