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Attachment Viewer

oleh On Point Ltd.

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Access All Your Files Easily with Attachment Viewer, No Downloads Required

Simplify your workflow with Attachment Viewer! Streamline your Microsoft Dynamics 365 Business Central ERP solution by centralizing purchase invoices and cash documents. Attach invoices and scans effortlessly via drag and drop or folder selection.

This extension enables seamless uploading and viewing of attachments, saving time, memory, and boosting productivity. Users can preview attachments without the need for downloads, simplifying their workflow.

Its functionality allows adding supporting attachments to the main document, centralizing all in one location. Users can easily navigate between attachments, zoom in on content, and view complete documents without downloading. Deletion of single or multiple attachments is also available as needed. Additionally, the tool offers further capabilities as printing and saving specific attachments.

Key Business Central Pages for Attachment Upload and Viewing:
  • Purchase Documents
  • Sales Documents
  • Fixed Assets
  • Contacts
  • Customers
  • Vendors
  • Employees
  • Job Planning Lines
  • Opportunities
  • General Ledger Entries
  • Customer Ledger Entries
  • Vendor Ledger Entries
  • Bank Accounts, and more.

Better Job Management
Attachments can be added to Job Planning Lines, and upon creating a Sales Invoice, it automatically incorporates attachments from corresponding Job Planning Lines.

Effortless Email Attachments
Attachments can also be included from Posted Sales Invoices when using the "Send by Email" feature. Activate this functionality in "Attachment Viewer Settings" to conveniently attach files in email dialogs using the "Add File from Source" function.

Supported Editions:
The app supports the Essentials and Premium Editions of Microsoft Dynamics 365 Business Central.

Supported Countries:
All countries.

Supported Languages:
This app is available in English (United States).

Pricing:

Try our solution for FREE! Start a trial version and explore its features during 30 days.

Does it fit your needs? Great! Follow these steps to continue using our add-on:

  1. Visit our website and choose your pricing plan.

  2. Contact us at info@onpointserv.com or bgolasowska@onpointserv.com. We're here to help you with the licensing process, explain all you need to know, and get you set up in three easy steps.


Learn more:

Sekilas

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