COVID forever altered how organizations see their internal practices and procedures. It affected enterprises of all sizes and industries, posing new challenges for staying connected. The pandemic indicated that all organizations should incorporate digital tools into everyday routines. They became crucial for far more than hybrid working models.
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In this tutorial, the process of creating a new business document using Business document management in Finance and Operations apps is explained. This new experience allows users to edit electronic reporting templates using Microsoft 365 service or Microsoft Office desktop applications. Examples of document editing include changing designs and adding placeholders for data without code changes. No knowledge of Electronic Reporting framework is needed to update templates. To start, open the Feature management workspace, enable Business document management, and the Office-like UI experience. Access Business document management through Organization administration Workspaces. The main grid in the workspace displays available templates for the current Electronic reporting configuration.