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Users can add a new attachment either by dragging and dropping the file on the attachment icon in the top right corner or they can select the attachment from a specific folder on their PC by clicking on it.
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From version 24, it is possible to use the drag and drop option to add multiple documents at once. |
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Add supporting attachments or delete an attachment
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When users upload a different format than a PDF, PNG or JPG the following icon appears (other formats such as Excel or JSON are supported but only PDFs PDF, PNG or JPG files can be previewed).
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Settings
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Select your attachment from the list and confirm your choice. The attachment will now be displayed at the bottom of the window, under the invoice.
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Editing Attachments in Ledger Entries and Posted Documents
The standard version of the Attachment Viewer does not allow editing attachments in ledger entries or documents that have already been posted. We designed a secure three-level editing system in case you need to do some additional changes.
1st level: No editing is allowed
At this level it is not possible to do any changes in the documents attached to your Posted Purchase or Sales Invoices or Credit Memos as well as to General, Vendor or Customer Ledger Entries.
2nd level: Checkbox in User Setup
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At this level, you can enable the adding of supplementary attachments to the pages above for individual users. The functionality can be set in User Setup by adding the checkbox called Allow Edit Posted Doc. in Att. Viewer using the Personalize action.
Once the Personalize mode bar appears below the main control bar, click the + Field button and the window on the right will show you the available fields that can be added to this page.
Select the field Allow Edit Posted Doc. in Att. Viewer and drag it to the settings page. Confirm the customization by clicking the red Done button in the upper right corner.
Then you check the checkbox for the specific user for whom you want to allow additional attachments.
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This functionality will be available only to that person, and they will not be able to delete attachments, only add them. |
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3rd level: Toggle button in Attachment Viewer Settings
At this level, you can enable users from the previous step to delete attachments on the above pages as well. Similarly to the second level you need to add the corresponding field through the Personalize mode first. This time go to Attachment Viewer Settings, activate the Personalize mode and add the Posted document editable toggle button to the settings table. Confirm the change.
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Turn on the switch. The following window will appear asking you to enter a password that will be sent to you upon request.
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If no user has enabled the second level of editing, enabling the third level will have no effect, and the Attachment Viewer will follow the standard Business Central behavior on the pages above - attachments cannot be added or deleted. |
Bulk Attachment Download in Attachment Viewer Settings
To download attachments in bulk, you can use the feature that allows you to download attachments according to selected parameters into a .zip file. This feature is available on the Attachment Viewer Settings page, in the Actions section, click Download Attachments.
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On the following page, you can use toggle buttons to select whether you want to export sales documents, purchase documents, or job-related attachments. For each category, you can further refine your selection using filters. Once the filters are set as desired, click OK to confirm the settings and all selected attachments will be downloaded as a single .zip file.
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Presence of attachments in entries
If you are not used to having the attachment factbox open when you work with entries, you can also use the Attachment Exists column to easily find out if an attachment has been added to a particular row of an entry. The values in this column can be either Yes or No, depending on whether the system detects attachments for the given record or not. It is possible to filter on the values in this column.
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This functionality is availale in general ledger entries, vendor ledger entries and customer ledger entries.
Attachment Viewer Pages
In this section, it is possible to show or hide the Attachment Viewer functionality on the pages named in the table below.
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List of Business Central pages where the Attachment Viewer is available
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Job Card
Job G/L Journal
Job List
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Bank Account Card
Bank Account List
Blanket Purchase Order
Blanket Purchase Orders
Blanket Sales Order
Blanket Sales Orders
Contact Card
Contact List
Customer Card
Customer Ledger Entries
Customer List
Employee Card
Employee List
Fixed Asset Card
Fixed Asset List
General Ledger Entries
General Journals
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Opportunity Card
Opportunity List
Payment Journal
Posted Purchase Credit Memo
Posted Purchase Credit Memos
Posted Purchase Invoice
Posted Purchase Invoices
Posted Sales Credit Memo
Posted Sales Credit Memos
Posted Sales Invoice
Posted Sales Invoices
Project Card
Project G/L Journal
Project List
Project Planning Lines
Purchase Credit Memo
Purchase Credit Memos
Purchase Invoice
Purchase Invoices
Purchase Order
Purchase Order List
Purchase Quote
Purchase Quotes
Purchase Return Order
Purchase Return Order List
Sales Credit Memo
Sales Credit Memos
Sales Invoice
Sales Invoice List
Sales Order
Sales Order List
Sales Quote
Sales Quotes
Sales Return Order
Sales Return Order List
Vendor Card
Vendor Ledger Entries
Vendor List