---
title: "Set up an internal document"
slug: "bc-set-up-an-internal-document"
description: "Learn how to map D365 BC data to external documents by creating internal document structures and configuring table and field properties effectively."
tags: ["BC", "BIS", "Business Central", "Business Integration Solutions", "Task"]
updated: 2026-06-25T09:59:05Z
published: 2026-06-25T09:59:05Z
canonical: "docs.staedean.com/bc-set-up-an-internal-document"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up an internal document

Use this task when you want to define a document to describe D365 BC data to be mapped on an external document.

## Steps

1. Go to the documents list page. Depending on the solution:
  - For Connectivity Studio: go to **Departments** > **Business Integration Solutions** > **Connectivity Studio** > **Design** > **Documents**.
  - For Notification Management: go to **Departments** > **Business Integration Solutions** > **Notification Management** > **Design** > **Documents**.
  - For Replication Management: go to **Departments** > **Business Integration Solutions** > **Replication Management** > **Publications** > **Design** > **Documents** for publications, or **Subscriptions** > **Design** > **Documents** for subscriptions.
  - For EDI Studio: go to **Departments** > **Business Integration Solutions** > **EDI Studio** > **Design** > **Documents**.
2. Select **New**.
3. Select type as **Internal** and provide a document number and description.
4. Select the **Design** button to open the setup page.
5. Use the **Add Table** and **Add Fields** actions to add tables and fields and define an internal document structure. You can also configure table and field properties.

A new internal document structure is created and added to the document list page.

![InternalDocument](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/BIS_InternalDocument.png)

From this list page, you can view more details about a document using its design page. An internal document line links either to a table or to a field within a table.

## Table properties

![InternalDocumentProperties](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/BIS_InternalDocument2.png)

| Property | Purpose |
| --- | --- |
| **General** |
| Link to Table | Defines which table the node links to. Works in combination with **Link Fields**. Applies to a nested document structure. |
| Link Fields | Specifies the relation that applies to this node and its parent table node. |
| Sorting | Sorts the records during generation using a different key. |
| Use a Temporary Table | Generates from or imports to a temporary table. |
| Mandatory | Specifies whether the node must be present in the generated document at all times. |
| **Import** |
| Relation Type | Specifies the processing sequence of the current table. **Reference** processes the current table before updating the linked table. **Composition** updates the current table after processing the linked table. |
| Found Action | Action to take when the record is found. |
| Not Found Action | Action to take when the record is not found. |
| Template | Specifies a record used as initial values on all fields from the linked data source table. |
| Record Handler | Specifies the interface handling the table triggers for the current line. |
| **Export** |
| Table Filter | Specifies a filter applied to the table before records are read. |
| Connector Name | Temporary table custom connector name. |

> [!NOTE]
> **Note**
> 
> Link to Table, Link Fields, and Relation Type properties work in combination with the [RECORDGENERATOR activity](/business-central/docs/bc-recordgenerator-activity-1).

## Field properties

![InternalDocumentFieldProperties](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/BIS_InternalDocument3.png)

| Property | Purpose |
| --- | --- |
| **General** |
| Data Type | Specifies the node's data type. |
| Mandatory | Specifies whether the node's occurrence is mandatory. |
| **Import** |
| Value Type | Determines the field value based on the specified option, working in combination with the **Value** field: **Assign a Number Series**, **Increase with a fixed step value**, or **Apply a Default Value**. |
| Value | Specifies the value related to the value type. |
| Skip Validation | Specifies whether the field value should be validated. |
| Assign before Triggers | Assigns the value to the field before the validation trigger is called with the same value. |
| **Export** |
| Wrap CDATA | Wraps the value in CDATA tags. |

## Related

- [Set up an external document](/bc-set-up-an-external-document.md)
- [Set up the Record Generator activity](/bc-set-up-the-record-generator-activity.md)