Use DocXtender

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Use DocXtender

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DocXtender can be used to attach or link documents to most card, order, and invoice pages in Microsoft Dynamics 365 Business Central. You can also easily find documents, download documents, and delete documents attached to a record.

 

Note: DOCX-USER users do not have permissions to change settings. The administrator will need to grant the DOCX-SETUP permission set to users needing to change the behavior settings.

 

Attach documents to a record with document attachments configuration

  1. Open a card, order, or invoice (e.g., a vendor card) that includes FactBox.
  2. Select Attachments.
  3. Drag and drop the file onto the Attachments section of the vendor FactBox (attached document count increases and a confirmation window opens, if configured).
  4. Select Yes (opens the list of attached files).
  5. Find your document in the list of attachments to verify it is attached.

 

Note: Your system may not allow multiple documents with the same name to be attached to a record; during configuration, the system can be set up to prompt, rename, or block the duplicate file.

 

Upload and link documents to a record with SharePoint configuration

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

 

Note: Your system may not allow multiple documents with the same name to be attached to a record; during configuration, the system can be set up to prompt, rename, or block the duplicate file.

 

View Documents Stored in SharePoint

  1. Make the Links FactBox visible on a page:
    1. Open the page to add Links on and select Attachments.
    2. Click the icon and select Personalize (Links appear).
    3. Click the Links box and then click Show (Links are visible).
    4. Repeat the previous steps for all pages you wish to view Links on.
    5. Select Done (stored SharePoint documents display on personalized pages).

Download attached or linked documents

  1. Open the associated record and select Attachments.
  2. Select the attachments link (the number hyperlinked on the right).
  3. Select an attached or linked document (document downloads to pre-configured or default folder).

Delete attached or linked documents

  1. Open the associated record and select Attachments.
  2. Select the attachments link (the number hyperlinked on the right).
  3. Locate the document and select the  icon to the right of the attachment title.
  4. Select Delete Line and select Yes in the confirmation window (file is deleted from the attached documents).

 

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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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