Attachment Viewer is an add-on for Microsoft Dynamics 365 Business Central for some sections in many areas such as Bank and Payments or Sales and Purchasing (a more detailed list is available at the end of this documentation). This tool is crucial for any such section since it allows users to easily add attachments, either by drag and drop or by choosing them from a folder. Moreover, attachments can be quickly viewed with the help of thumbnails, without having to download every attachment.
Availability of attachment viewer functionality
Attachment Viewer can be found on many pages. The availability of this functionality is indicated by the presence of this icon under the Attachment Viewer title:
If this exact icon does not appear under the Attachment Viewer header, the functionality is not available on the page.
Add a new attachment
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.
Add supporting attachments or delete an attachment
Supporting attachments can be added by clicking on the icon 
located in the top right corner below “Attachment Viewer” or by dragging and dropping of file on the icon .
Users are able to move between particular attachments using arrows ⬅ ➡ .
On the other hand, the attachment can be deleted by clicking on the icon 
and confirming that the user really wants to delete the attachment.
Zoom an attachment
Zooming an attachment can be done by using the keyboard shortcut CTRL + mouse wheel.
View of the whole attachment
Users can view the whole attachment by clicking on the following icon:
This icon is situated to the right of the icon . The selected attachment will be displayed on a new tab.
Save an attachment
Users can download a document by clicking on the following icon, which is located next to the document view icon:
Print an attachment
Attachments can be printed (Print) by right-clicking on the preview of a specific attachment.
Unavailability of attachment preview
When the size of the attached file is larger than 3 MB (or any other limit user sets in Attachment Viewer Settings),
then the preview of the attachment will not be displayed and the icon on the right appears along with the name of the particular attachment and some other details.
Moreover, users will not be able to view the whole attachment using a special icon, which is situated to the right of the icon .
When users upload a different format than a PDF, the following icon appears (other formats such as Excel or JSON are supported but only PDFs can be previewed).
Settings
Attachment Viewer settings can be set in two sections.
Attachment Viewer Settings
Attachment Viewer respects standard processes in Business Central using standard attachment tables - therefore its functionality is just an extension of such processes. Attachment Viewer can be set on the Attachment Viewer Settings page where users can, among other things, activate or deactivate the following two features.
Copy Planning Line Att. To SH
This button adds new functionality to the Jobs module. It allows users to add attachments to the Job Planning Lines, and when they create a corresponding Sales Invoice, it will automatically include all the attachments they have added to each line.
When you are in the Job Planning Lines, select the job line to which you want to add the attachment and add it.
To create a corresponding Sales Invoice, follow these steps:
Go back to the Job Card and click on the 'Line' tab
Select 'Documents'
Choose 'Create Sales Invoice'
After creating the invoice, navigate to Sales Invoices/Credit Memos (accessible from the same section where you created the invoice). From there, select either 'Post' or 'Post and Send'. More information about the second option is provided in the subsequent section.
When you view the newly posted invoice in Posted Sales Invoices, you will find the attachment from the corresponding job line displayed alongside it.
Copy Att. from Inc. Doc. on PSI
This feature allows users to manually add attachments from Posted Sales Invoices during the Post and Send process.
After creating a new Sales Invoice with the attachment of your choice, click on the arrow next to the 'Post' function located in the upper left corner, and select 'Post and Send'.
After the window with your predefined mailing options appears, scroll to the bottom of the page and locate the 'Add File from Source' option.
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.
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.
When you view a page that supports our extension a new line with the corresponding page name is created and the visibility checkbox is automatically ticked.
If you don’t want to use Attachment Viewer on any of these pages, unmark the checkbox on the given line.
New pages and their IDs can also be added to the table manually.
