DocXtender for Business Central

About This Solution

A free app that enables users to attach documents to any Business Central record with a simple drag and drop.

DocXtender for Microsoft Dynamics 365 Business Central enables users to attach various documents to any compatible Business Central page via an intuitive drag-and-drop feature. Supporting unlimited attachments, multi-user access, and SharePoint integration, DocXtender makes your essential files readily accessible, enhancing collaboration and efficiency.

With DocXtender, you'll easily associate customer POs to orders; invoices to POs; quality documents to receipts; or any other file to pages in Business Central.

Benefits

• Improved Efficiency: By enabling the direct attachment of documents to Business Central records, DocXtender eliminates the need to maintain separate storage systems, increasing productivity.
• Enhanced Collaboration: With multiple users able to access the same attached documents, collaboration and information sharing become easier.
• Document Safety: Storing documents digitally protects them from physical damage such as fire or flood, ensuring they remain accessible when needed.
• Eco-friendly: By promoting digital over physical document storage, DocXtender contributes to reducing your carbon footprint.
• Seamless SharePoint Integration: The support for SharePoint allows users to organize their documents in a familiar environment while still benefiting from direct access in Business Central.
• Language Inclusivity: With multi-language support, DocXtender ensures that all users, regardless of their preferred language, can use the application effectively.
• Broad Document Compatibility: By accepting a wide range of document types, DocXtender ensures that users can attach all necessary files to their Business Central records.
• Cost-effective: DocXtender is free to use, offering all these benefits without adding an extra cost to your business.

Features

• Drag-and-Drop Document Attachment: This allows users to directly attach documents to any Business Central record with a simple drag-and-drop operation.
• Universal Page Compatibility: DocXtender is compatible with any Business Central page supporting attachments.
• Integrated Document Storage: This feature stores files directly with the Business Central record.
• Multi-User Document Access: DocXtender allows multiple users to access the same attached documents within Business Central.
• Document Safety and Sustainability: By promoting digital over physical document storage, the app helps protect documents from physical damage and supports sustainability efforts.
• SharePoint Support: Users have the option to choose a SharePoint folder in which to store documents dragged to Business Central.
• Multi-Language Support: DocXtender supports all languages supported by Business Central through auto-translation tools.
• Easy Installation: Users can easily install DocXtender from the Microsoft AppSource.
• Broad Document Type Compatibility: DocXtender accepts all common document types, including .pdf, .docx, xlsx, pptx, .html, .txt, .zip, .jpg, .png, .gif, and more.
• Direct Email Attachment: Users can drag email messages directly from Microsoft Outlook and store them as an .msg file within Business Central.
• Unlimited Document Attachments: The number of documents that can be attached to a Business Central record is unlimited.
• Free to Use: DocXtender is available to users for free.

Typical Users

• Supply Chain Managers
• Accounting Personnel
• Quality Assurance Specialists
• Sales Representatives
• Project Managers
• Human Resources Professionals
• IT Administrators
• Customer Service Representatives