Configure settings

Docentric CE provides a centralized Settings area where you can configure options that impact the overall behavior of the application. These settings include:

General settings: Configure template fonts for document generation, enable diagnostic data collection for troubleshooting and monitoring, manage storage retention for temporary files, and install sample templates to explore Docentric CE features.
Languages: Control which languages are available for document and Docentric Data Source Package generation.
License: Manage your Docentric CE license to activate the solution and enable features.

Prerequisites

You have the Docentric CE Administrator security role assigned.

Access settings

Open Docentric CE in your Dynamics 365 environment.
In the navigation pane, select Settings area.
General settings page opens.

"Shows Settings area picked and General Settings page opened"

Next Steps

Configure template fonts — Learn how to set up custom fonts for generated documents.