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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
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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.
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At this level, you can enable the adding and deleting of attachments to the pages above to all users in the systemusers 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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Please note that once this functionality is enabled by one user, the icons for editing attachments are automatically displayed to all other users working in the company. Therefore, we recommend that you use this functionality only once to edit a specific document or entry, and then either disable it in the Attachment Viewer settings or hide it completely using Personalize mode. |
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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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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
Job Card
Job G/L Journal
Job List
Job Planning Lines
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
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