Before you begin, find out how much of the standard functionality in DOCUMENTS can handle your needs. Talk to a DOCUMENTS expert, and try to become familiar with the scope of functionality.
When planning a solution, there are a number of things to consider:
What kind of runtime system are you using? If you are using more than one, decide which one to include the new solution in.
Decide what solution policies to use.
With user management in mind, decide if new users, user groups, or roles are required.
Plan which input to use.
Plan what types of documents to define and if you will use any document layouts (and whether templates, or documents in other solutions, can be reused). Consider any compound documents that need to be specified.
Think about the type of information you need to extract, if any, and if the information is structured and semi-structured. This will affect which fields you need to define (and whether any templates, or fields in other solutions, can be used).
Think about production, what to include in each production task, and how production is to be monitored and logged.
Decide whether to use the special functionality for invoices. Job descriptions tell the Invoice modules how to process the invoices.
Plan the data output (and possible integrations with other systems).
Then it is time to set up the solution.
Customer order solutions: Overview