1. Others
  2. Action and Document Management
  3. Document management
  4. Set up document types

Exchange document types

You can export or import a document type with a data file.


Designer Designer Start Start Export document type Export document type You can export a document type to a data (DAMDATA) file. So, you can import it in another Microsoft Dynamics 365 for Finance and Operations environment.If you export a document type, all related setup is included in the data file.You can find and download the created data file on the File share workspace, on the Data files tab. Procedure 1. Click Action and document management design. 2. Click the Document types tab. 3. In the list, click the link of the desired record. 4. Click Export. 5. In the File name field, type a value. 6. In the Description field, type a value. 7. Click OK. 8. Close the page. 9. Sub-task: Download exported document type. 10. Click File share. 11. Click the Data files tab. 12. In the list, find and select the created data file. 13. Click Download. Usually, export and import is  done on different environments.  So, move the data files accordingly. Usually, export and import is  done on different environments.  So, move the data files accordingly. Import configuration Import configuration You can import an Action and document management configuration from a data (DAMDATA) file. This data file must be the result of a configuration export from Action and document management on another or the current Microsoft Dynamics 365 for Finance and Operations environment.The steps in this topic show how to import a data file that is stored on the file share. Make sure the data file is already uploaded as type Data file to the File share workspace.You can also import a data file from:A file location on your computer. To do so, in the File location field, select File on file share. Browse for the data file on your computer. On selection, the data file is automatically uploaded as type Data file to the File share workspace.A file location on the server on which Microsoft Dynamics 365 for Finance and Operations is running. Only use this option for big data files. Procedure 1. Click Action and document management design. 2. Click Import wizard. 3. In the list, find and select the desired record. Note: The data files shown in the list are the same as available on the File share workspace, on the Data files tab. 4. Click Next. 5. Click Finish. Monitor import history? Monitor import history? Monitor import history Monitor import history You can review the data file imports you have done to Action and document management. Procedure 1. Go to Action and document management > Data import > Data import history. 2. In the list, click the link of the desired record. 3. Close the page. 4. Close the page. End End Yes No

Activities

Name Responsible Description

Export document type

Designer

 		You can export a document type to a data (DAMDATA) file. So, you can import it in another Microsoft Dynamics 365 for Finance and Operations environment.
If you export a document type, all related setup is included in the data file.
You can find and download the created data file on the File share workspace, on the Data files tab.

Import configuration

Designer

You can import an Action and document management configuration from a data (DAMDATA) file. This data file must be the result of a configuration export from Action and document management on another or the current Microsoft Dynamics 365 for Finance and Operations environment.

The steps in this topic show how to import a data file that is stored on the file share. Make sure the data file is already uploaded as type Data file to the File share workspace.
You can also import a data file from:
  • A file location on your computer. To do so, in the File location field, select File on file share. Browse for the data file on your computer. On selection, the data file is automatically uploaded as type Data file to the File share workspace.
  • A file location on the server on which Microsoft Dynamics 365 for Finance and Operations is running. Only use this option for big data files.

Monitor import history

Designer

 		You can review the data file imports you have done to Action and document management.

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