---
title: "Set up documents"
slug: "set-up-documents"
tags: ["Flow topic"]
status: "new"
updated: 2026-03-20T07:44:02Z
published: 2026-03-20T17:44:53Z
canonical: "docs.staedean.com/set-up-documents"
---

> ## 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 documents

Use documents to define which data you want to exchange and in which format and structure.

Each document is set up with the same basic structure. A document has a:

- Header In the document header, you define the general format settings in:
  - Properties
  - Custom handler
  - Read settings
  - Write settings
  - Record layout settings
- Line In the document lines, you define the data model in:
  - Records
  - Fields
  - Relations
  - Sorting
  - Ranges

When a document is used in a message run or when you test it, based on the document setup, a query is created that reads the data.

### Document types

The available document types are explained, grouped by common format and purpose characteristics:

- External documents - File based: Used to read data from or write data to files.
- External documents - ODBC: Used to read or write data using a Database connection.
- Internal documents: Used to read data from or write data to D365 F&SCM.

### Using documents in message

Use a message to link and map a source document and a target document. A message to:

- Read data from D365 F&SCM has an internal type document as source and an external type document as target.
- Write data to D365 F&SCM has an external type document as source and an internal type document as target.

## Flow diagram

[Embedded content](https://viewer.diagrams.net/?tags=%7B%7D&lightbox=1&highlight=0000ff&edit=_blank&layers=1&nav=1&title=Set%20up%20documents.drawio&dark=auto#R%3Cmxfile%3E%3Cdiagram%20name%3D%22Page-1%22%20id%3D%22NdHKfUKPzYSS4iCkiV0r%22%3E7Vpbb%2BI4FP41SDsPqXKHPhZadlbqaCqxo50%2BrUziBLdOnDoOkP31e5w45EYZ6FAxl7QgOMfH9vG5fgkZWbNo%2BydHyeoT8zEdmbq%2FHVm3I9M0bNOFD8nJS861a5SMkBNfCdWMBfkPK6auuBnxcdoSFIxRQZI202NxjD3R4iHO2aYtFjDa3jVBIe4xFh6ife4%2FxBerkjtx9Jr%2FEZNwVe1s6GokQpWwYqQr5LNNg2XdjawZZ0yU36LtDFNpvMou5bz5K6M7xTiOxTETHhe3L49%2F%2Fytifud8uVnrNlmMtXG5CvZ7VqiXVayUZdzDB9YylZzIK%2BPJZReKZFysWMhiRO9q7pSzLPax1NAAqpa5ZyxRzCcsRK4CA2WCAWslIqpGQUuefwVCv3Iq8lGSFXG7bVG5oryMr4t9i6EtEV8b3x%2Fr9YCqV5BE3iAeMCcRFpgrnopPxEMsDhjK3nkf0gYzWIHnMI9jigRZtx2BVPyGO7naxfBFefkEjx9wcMNxlEKCSQdtVkTgRYIKz28gx9vmDwilM0YZL%2BZZQRCYngf8VHD2jBsjevG3G6lySW29RjRTWy%2FAfEJxMRd429Cxb7NVI%2FdslWibOk9dxVKLWJai8%2FaMsxv5%2BsJpBbUmkaOqKkontCP%2BYnnXDgwfByijYJApoiSMpcYgLvNpKp1PoA7fqIGI%2BH5xtoDFYo4iQuWSHzFdYymnBpS%2BhqHo%2FkYULTGdIu85LGzQF8CxfyMbh1SGojQl3vGZ7Vw0s%2FUh6n7LqLMuGXXmMf0kYSQWxc7OFF76lQmZMqs%2BRg7IzAp%2BSbd5472yRsHszley433rGh2euV%2B2vS686sCOtqFEuVfLJIqvQiTwBuVmO0KrALqXDn9gKRGEtQLplUgomyf8HQrCKlx52fSmSQN%2F8BWLllnagCRTlglKYgj7ChrrNRMoCDl5tjxaMql9iGPMEa1UbOhOcSA6vZ5KDTQf8ec%2FCs2xC20f7CcxqIV9%2Bf9hF8CN7n6uxm53GrvdbuyG%2BV6d3bDOWGStocj%2BNEXW%2Fc4iW0yF3VHeEFB1sV75QTLquHbcdlxb3Wu8jrx1WB6%2BlBrU8b87yr6U%2BJJi%2Fnn5JIuHqRfWrbLYLeyZyAt7JJC2pMx71lTiuC%2BZvKadRk9ibWytSPPGiRG8aKY%2BqQermUmkpZSoLKkGwYy6fMtuYbookhcdamiZUYrFPUlFd0SWn3FP3ie8J2jdxJnM9FlPuHWW%2FrQuS55QXxsvmo6irc00wzH2abVvF0hfv6iviO7f65CKFI6vBYxHqG%2BFV2eKHOrG0dJFfhwvXpaw005BoEzFJxwACcHJMhP4E1yF7nEOOH98K1%2F9qdJgfwkc%2FUgxY0G19J8gZuxjY%2BZUg73FKWWxPr9PnEZ6w7dQfi6wrCuZrCJEtgbIBVkWmJdFuCiLZZWBopRUU8rqBgDmuapE80LtCMUoxFFhnjmsAJPnKRZalmjV0lpjYfNbbb4JqRUsOIxw2133tLsmPsKToH%2FXpI2x1A2UCmM53vgaWR9G3Rsqb0NYkz7CMjr3TuxJu7WY%2BukQC8hGSzkFdRlnRF32gLoG1HUIdRm%2FBOoK0jElK0Bd7oC6BtQ1oK4yZugkRNSHmDEH1KXj7T7UpWvwnhN5CH2JUuyfCYhVu9VATAMghDW1xzcxWfNnswGTNUUuAsnMM0IyZ4Bkvw0keyUQz4R6XmKXOxNAPeMB9QyoZ0A9Zcwka9sNU4gZa0A9h1DP59vp7P3QDvOX3hE4p%2FkQwYBzCmBzSaDjvg5rLvDAVGXj%2BifVu9h%2Fk91Pf1xqd5%2Fj7L%2BqTs6IJfc45yfGkgXVfc7w1waY5vsATCDrh23Lu3D1I8vW3f8%3D%3C%2Fdiagram%3E%3C%2Fmxfile%3E)

## Related

- [Validate connectivity setup](/validate-connectivity-setup.md)