DocXtender

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

DocXtender from Insight Works is a free utility that enables users to attach documents to any page in Business Central with a simple drag and drop. DocXtender™ works with any page in Business Central that supports attachments. 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.

There is no need to maintain an independent file storage system, and you can forget about having to pass around documents using email. Easily attach documents to your Business Central records making them accessible when you need them, without having to search for them, and making them available to other users.

  • Save significant time by not having to search for files. Files are stored with your Business Central record so you, and others, always know where they are.
  • Don’t lose another document. By attaching your documents to Business Central records they are available when you need them.
  • Fire and floods can’t destroy your digital documents like they can paper.
  • Reduce your carbon footprint by eliminating the need to manage paper documents.
  • Support for SharePoint: Choose a SharePoint folder in which to store documents dragged to Business Central.

Frequently Asked Questions

DocXtender is designed to work with the cloud version of Dynamics 365 Business Central. If you are using NAV or Business Central on-prem, please use NavXtender.

DocXtender uses the auto translation tools within Business Central, therefore, DocXtender™ supports all languages supported by Business Central.

DocXtender is easy to install. Simply visit Microsoft AppSource, search for “DocXtender” and install it from there. That’s it! After installation, to attach documents, you easily drag files onto your Business Central page.

DocXtender will accept all common document types including .pdf, .docx, xlsx, pptx, .html, .txt, .zip, .jpg, .png, .gif, and more. You can even drag email messages directly from Microsoft Outlook and store them as an .msg file within Business Central.

You can but it is more efficient to use DocXtender™. By attaching your documents to Business Central records, there is no need to access another application to view related documents. The documents are easily accessible, don’t get misfiled and others can access them.

Both DocXtender™ and NavXtender allow users to drag and drop documents. NavXtender works with the Windows Role Tailored Client whereas DocXtender™ works with the Business Central web application.

There is no limit to the number of documents that can be attached to a Business Central record.

Yes, DocXtender™ is free.

DocXtender
Licensing: Free
Cost

Not applicable. DocXtender is a free app.

AppSource Rating
Business Central/NAV Compatibility

Dynamics 365 Business Central Cloud

Typical User

Anyone who uses Business Central and needs to attach a document to a Business Central record.

Release Date

August 2019: Actively being maintained and supported with updates.

Prerequisites

None

Related Apps

None

Integration

Self-install via AppSource or Extension Marketplace. Microsoft Partner support not typically required.

Documentation

Well documented on the Insight Works’ Knowledge Base. View the documentation here.

Support

Free apps are supported via the Insight Works’ Knowledge Base and Forum. For one-on-one support, please contact your Microsoft Partner.

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