Use DocXtender

Use DocXtender

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You can use DocXtender to attach or link documents to most card, order, and invoice pages with an Attachment FactBox in Business Central. For Business Central pages that do not include an Attachment FactBox, see Extending DocXtender for Drag-and-Drop Document Attachments to Any Table and Page.

Attach documents to a record with document attachments configuration

  1. Navigate to Business Central.
  2. Open a card, order, or invoice (e.g., a vendor card) with an Attachment FactBox.
  3. Select Attachments.
  4. Drag and drop the required file onto the Attachments section of the FactBox.
  5. Select Yes if Drop Behavior is set to Confirmation (no action is required if it is not set to Confirmation).

Upload and link documents to a record with SharePoint configuration

  1. Navigate to Business Central.
  2. Open a card, order, or invoice (e.g., a vendor card) that includes an Attachment FactBox.
  3. Select Attachments.
  4. Drag and drop the required file onto the Attachments section of the FactBox.
  5. Select Yes if Drop Behavior is set to Confirmation (no action is required if it is not set to Confirmation).

View Documents Stored in SharePoint

Make the Links FactBox visible on a page by completing the following:

  1. Navigate to Business Central.
  2. Open the required page to add Links on and select Attachments.
  3. Select the icon and select Personalize.
  4. Select the Links box and select Show.
  5. Repeat the previous steps for every page you require Links on.
  6. Select Done.

Stored SharePoint documents now display on your personalized pages.

Download attached or linked documents

To view an attached or linked document, see Microsoft’s Manage attachments, links, and notes on cards and documents page.

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One Comment

  1. Frans Reijnen
    Frans Reijnen September 10, 2021 at 5:07 am

    Is it correct that drag and drop only works if you save the file in Business Central and it does not work if you use sharepoint?

    See this:
    Upload and link documents to a record with SharePoint configuration
    Open a card, order, or invoice (e.g., a vendor card) that includes FactBox.
    Select Attachments.
    Select the attachments link (the number hyperlinked on the right; attached documents list opens).
    Click Select File… and select Choose… (explorer window opens).
    Locate your file, select it, and select Open (window closes and document uploads to link to the record).
    Find your document in the “Attachment” column to verify it is linked.

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