by Simply Dynamics Ltd
Drag and Drop file linking, version control, security access and automatic templates creation.
SD LinkBox enables drag and drop attachment association with any Dynamics 365 Business Central record. You can also version control changes via a check in and check out process and add security to allow on certain User groups read, modify, insert or delete in approved areas. You can add default templates to a record which will auto insert when the record is created to be completed by a user for that record.
- Version control changes and Log all check in or check out events.
- Restrict user access to Read, Insert, Modify or Delete combinations.
- Chose by group to store within database.
- Store in isolated storage (Cloud) or in File location (On-Prem).
- Control allowed file types and max sizes per drop point.
- Other Features:
- Templates can be auto inserted on record creation (e.g. customer credit application).
- Expiring attachment alerts - get reminders for expiring documents e.g. Insurance certificates.
- Drag & Drop and Link to any Record.
- Store attachments either in Database or Network folder location.
- Restrict attachments by size and/or file type.
- Grant User Groups Read, Insert, Modify or Delete permission by drop point folder group.
- Create multiple drop points to display in different areas.
- For any record create a starter template which will auto insert an start-up attachment.
- Version control attachments to keep revision history.
- Alert on Expiring Documents (e.g. Insurance Certificates)
You can install SD LinkBox in only minutes - Start your free trial today.
This app supports both the Essential and Premium editions of Microsoft Dynamics 365 Business Central.
Australia, Austria, Belgium, Canada, Croatia, Denmark, Estonia, Finland, France, Germany, Greece, Iceland, India, Ireland, Italy, Latvia, Lithuania, Luxemburg, Malta, Mexico, Netherlands, New Zealand, Norway, Poland, Portugal, Serbia, South Africa, Spain, Sweden, Switzerland, Turkey, United Kingdom, United States.
English (Available as Auto-translated language: French, German, Portuguese, Spanish, Turkish)