Document Drag-and-Drop Upgrade for Dynamics 365 Business Central

DocXtender is your bridge between Business Central (cloud edition) and the real world of documents. It’s a 100% free app that lets you drag and drop files—like invoices, purchase orders, quality documents, and even emails—right onto any compatible Business Central record. Think of it as your digital paperclip for the modern age, streamlining document management by connecting essential files to your business processes.

The Problems DocXtender Solves

• Lost or scattered files: DocXtender ensures that documents are always at your fingertips—no more chasing files across drives, emails, or inboxes.
• Inefficient processes: Drag-and-drop simplicity saves time and reduces errors by linking documents directly where they belong.
• Compliance headaches: Keep audit trails tidy with version control, secure storage, and integrated SharePoint options.
• Collaboration barriers: Multi-user access means everyone's on the same page—literally.

Who Uses DocXtender?

From supply chain managers to accountants, sales reps to quality assurance specialists, everyone benefits:

• Supply Chain Managers: Attach purchase orders, invoices, and receipts for complete transaction visibility.
• Manufacturing Professionals: Attach production orders, BOMs, and work instructions to relevant records.
• Accounting Personnel: Keep financial documents organized, attached to the correct records, and audit-ready.
• Sales Reps: Connect contracts, quotes, and communications for a comprehensive customer view.
• Quality Teams: Attach certifications and inspection reports to receipts and orders.
• HR Professionals: Manage employee documents like contracts and training records.

What's New in Release 2.3?

• Duplicate File Management: Automatically replace or rename files in SharePoint when duplicates are uploaded via non-interactive logins.
• Multi-Language Folders: SharePoint folders now support table captions instead of cryptic names—easier navigation for multilingual teams.
• Expanded Integration Options: New integration events and exposed procedures let you control file handling and folder structures programmatically.

The Insight Works Commitment

At Insight Works, we’re proud to be the largest ISV of Business Central apps for manufacturing and distribution. We’re committed to keeping DocXtender 100% free, fully supported, and continuously improved. Whether you’re managing one document or one thousand, you can count on us to help you stay organized, efficient, and in control.

Learn more about DocXtender by visiting DocXtender.com or installing it free from AppSource or the Business Central extension marketplace.