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Docs  /  App  /  NAVAX Document Text  /  Setup

 Document Text Setup


2025/12/17 • 6 min. to read
Before you can use NAVAX Document Text, you must make the basic settings. On this page, you define the most important options.

Setup Steps

  1. Open the NCDT Document Text Setup page via search.
  2. Activate Document Texts Activated in the Document Text Setup.
  3. Configure the options in General according to your requirements. This includes settings for activation, copying texts when transferring documents, and printing item attributes.
  4. Define the Default Formattings. Specify font type, font size, font color, paragraph direction, and formatting such as bold or italic that should be used as default settings for new text lines. You can also specify spacing and indentation for new text lines. This ensures a consistent and CI-compliant appearance. For more information, see Advanced Features, Formatting.
  5. Create the Standard Text Codes using the action of the same name. These contain Extended Texts that can be automatically inserted into documents based on defined conditions. For more information, see Setup, Extended Texts.
  6. Define the Extended Texts for the following master data via the respective action:
    • Payment Terms
    • Shipment Methods
    • Reminder Terms
    • Finance Charge Terms
    • Service Order Types
    • Service Contract Groups
    • Standard Service Codes
    These Extended Texts are called Miscellaneous Texts. For more information, see Setup, Miscellaneous Texts.

General, Fields
Field Description
Document Texts Activated Specifies whether NAVAX Document Text is activated and automatically inserts configured document texts when creating a document. Activated: NAVAX Document Text automatically inserts Extended Texts into documents based on defined conditions. Deactivated: The standard feature for Extended Texts in Business Central is used.

Tip

Only activate this option after you have set up the basic Extended Texts.
Copy Documents with Texts Specifies whether existing texts should be copied when copying documents. Always: Beginning texts, line texts, and ending texts are automatically copied (e.g., when creating an invoice from an order). Never: Only the document lines are copied, texts must be inserted again. On Request: When copying, a dialog appears where you can select which texts should be copied to the new document. For more information, see Advanced Features, Copy Documents.
Print Item Attributes Specifies whether existing item attribute texts should also be printed on documents. Activated: Item attributes (e.g., Color: Red, Size: L) are printed as additional texts below the item lines. Deactivated: Item attributes do not appear on printed documents. For more information, see Advanced Features, Item Attributes.

Note

Note about pt (Point): The unit of measurement pt (point) is a typographic unit for specifying font sizes and spacing. 1 pt equals approximately 1/72 inch or 0.35 mm. Common font sizes are: 8-10pt for body text, 12-14pt for headings.

Formatting Defaults, Fields
Field Description
Create Text Lines with Defaults Specifies whether text lines should be created with the values of the last line or with the default values from the Document Text Setup, in the Formatting Defaults area. Activated: New text lines inherit the formatting defaults from this setup (e.g., Arial, 10pt, black). Deactivated: New text lines inherit the formatting of the last entered line.

Tip

Activate this option for a consistent appearance of all texts.
Default Font Family Specifies which font family should be used as default. Newly created lines will then have this value automatically configured. Choose a font family that matches your corporate design (e.g., Segoe UI, Arial, Times New Roman).
Default Font Size (pt) Specifies which font size in pt should be used as default. Newly created lines will then have this value automatically configured. Typical values: 9pt for body text, 12pt for headings, 8pt for footnotes.
Default Font Color Specifies which font color should be used as default. Newly created lines will then have this value automatically configured. Choose a color that is easily readable on printed documents (e.g., Black for normal text, Red for warnings).
Default Paragraph Specifies which paragraph direction should be used as default. Newly created lines will then have this value automatically configured. Options: Left, CenterRight.
Bold by default Specifies whether newly created lines should receive Bold as default value.

Tip

Activate this option if you want all new texts to be highlighted by default (e.g., for headings or important notes).
Italic by default Specifies whether newly created lines should receive Italic as default value.

Tip

Use this option for texts that should be visually distinguished from the main text (e.g., remarks or notes).
Default Padding Top (pt) Specifies which space above in pt should be used as default. Newly created lines will then have this value automatically configured. Recommended: 0pt for normal body text, 6-12pt for headings or to structure text blocks.
Default Padding Bottom (pt) Specifies which space below in pt should be used as default. Newly created lines will then have this value automatically configured. Recommended: 0-3pt for normal body text, 6-12pt after paragraphs or headings.
Default Indentation (pt) Specifies which indentation in pt should be used as default. Newly created lines will then have this value automatically configured. Recommended: 0pt for normal text, 20-30pt for lists or subordinate text sections.

Actions

  • Standard Text Codes

    Opens the Standard Text Codes page where you can define and set up general texts, these texts can be used in various areas.

Setup, Actions

  • Payment Terms

    Sets up the Extended Texts for payment terms that are inserted on documents for your customers.

  • Shipment Methods

    Sets up the Extended Texts for shipment methods that are inserted on shipments for your customers.

  • Reminder Terms

    Set up Extended Texts for reminder terms that are inserted on reminders.

  • Finance Charge Terms

    Set up Extended Texts for finance charge terms that are inserted on documents in case of late payment by the customer.

  • Service Order Types

    Here the Extended Texts for service order types are set up, which can be inserted on service orders, service contracts, or contract quotes.

  • Service Contract Groups

    Here the Extended Texts for service contract types are set up, which can be inserted on service orders, service contracts, or contract quotes.

  • Standard Service Codes

    Here the Extended Texts for standard service codes are set up, which can be inserted on service orders, service contracts, or contract quotes.

System, Actions

  • NAVAX License Management

    Opens the NAVAX License Management, which displays the current license status of the NAVAX extensions.

Related information



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