oleh On Point Ltd.
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
- Job Planning Lines
- 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.
The app supports the Essentials and Premium Editions of Microsoft Dynamics 365 Business Central.
This app is available in English (United States).