Add Document Attachments by Drag & Drop via a Dropzone.
Current Version: 24.2.1.0as of Business Central 24. For older BC versions, downgrades are available. AppSource Name: NAVAX Drag & Drop Document Attachments
Manual
Creation date: 2024/11/22 The current version of this manual can be found at:
☰ Contents
General
NAVAX Drag & Drop Document Attachments NAVAX Drag & Drop Document Attachments adds a Dropzone to Microsoft Dynamics 365 Business Central that allows you to add Document Attachments by Drag & Drop...
Setup
NAVAX Dropzone Setup In the NAVAX Dropzone Setup page the settings and defaults for the different Dropzones are defined...
Document Attachments
Document Attachment FactBox NAVAX Drag & Drop Document Attachments is integrated into the existing Document Attachment FactBox and is therefore available on all pages where it is displayed...
Appendix
NAVAX License Management The NAVAX License Management page (in older versions NAVAX License Overview or NCEX License Overview) displays the current license status of the NAVAX extensions...
Installation Notes
Release Notes
Docs / NAVAX Drag & Drop Document Attachments / General NAVAX Drag & Drop Document Attachments
NAVAX Drag & Drop Document Attachments adds a Dropzone to Microsoft Dynamics 365 Business Central that allows you to add Document Attachments by Drag & Drop.
Navigation
NAVAX Drag & Drop Document Attachments is integrated into the existing Document Attachment FactBox and is therefore available on all pages where it is displayed.
For more information, see Document Attachments, Document Attachment FactBox.
Note
NAVAX Drag & Drop Document Attachments was developed with the prefix NCDD resp. NVXDD.
NCDD resp. NVXDD stands for NAVAX Consulting resp. NAVAXDrag & Drop Document Attachments.
Permission Sets
The following permission sets are available for NAVAX Drag & Drop Document Attachments:
NAVAX Drag & Drop Doc. Att. Setup
You need these permissions to set up the NAVAX Document Attachments Dropzone.
For more information, see Setup, NAVAX Dropzone Setup.
In the NAVAX Dropzone Setup page the settings and defaults for the different Dropzones are defined.
The NAVAX Dropzone can be used by various extensions. These extensions automatically add further options in the Dropzone field. For example, the NAVAX extension NAVAX Drag & Drop Document Attachments adds the option Document Attachments and the NAVAX extension Finmatics Autonomous Accounting adds the option Incoming Finmatics Documents.
Note
NAVAX Dropzones are suitable for upload sizes up to 15000 KB (15 MB).
If you change the settings, the page that displays the Dropzone may need to be reloaded or refreshed for the new settings to take effect.
Fields
Dropzone
Specifies for which Dropzone the settings apply.
The settings of the Default dropzone apply to all dropzones that do not have their own settings.
Max. Upload Size (KB)
Specifies the maximum total size of all files in KB that may be uploaded at the same time.
The default value that is suggested is 5000 KB (5 MB). The maximum value that can be entered is 15000 KB (15 MB).
Max. No. of Files
Specifies the maximum number of files that may be uploaded at the same time.
Allowed File Extensions
Specifies which file extensions may be uploaded. If the field is empty, all extensions are allowed. If multiple extensions are allowed, they can be specified separated by a comma. Example: pdf,doc*,xls*,png,txt,zip
Tip
If you specify 'doc', only files with .doc file extension may be uploaded. If 'doc*' is specified, files with file extension .docx, .docm etc. may also be uploaded.
Extract zip Files
Specifies whether *.zip files should be automatically decompressed or unzipped during upload.
Timeout (Milliseconds)
Specifies the duration in milliseconds that a file may take to upload before the process terminates with an error.
NAVAX Drag & Drop Document Attachments is integrated into the existing Document Attachment FactBox and is therefore available on all pages where it is displayed.
A list of all pages where the FactBox is integrated by default can be found at the end of this topic.
The settings and defaults for the document attachment Dropzone are defined on the NAVAX Dropzone Setup page.
For more information, see Setup, NAVAX Dropzone Setup.
Functionality
The functionality of the Dropzone is shown using the customer's document attachments.
The dropzone is displayed on the right side of the customer list in the Attachments area:
Files can be added to the selected customer's document attachments via the Dropzone by Drag & Drop:
Note
It is also possible to click on the Dropzone. In this case a file selector appears where you can select a single file.
After the files have been checked and loaded by the Dropzone, it is necessary to confirm the addition to the document attachments:
The added files can then be found in the customer's document attachments:
Technical Information
The individual files are stored by Business Central in Table 1173 "Document Attachment" (Field 8 "Document Reference ID", Type = Media).
Pages on which the FactBox is integrated by default
ID
Name
509
Blanket Purchase Order
9310
Blanket Purchase Orders
507
Blanket Sales Order
9303
Blanket Sales Orders
21
Customer Card
22
Customer List
5200
Employee Card
5600
Fixed Asset Card
30
Item Card
88
Job Card
140
Posted Purchase Credit Memo
147
Posted Purchase Credit Memos
138
Posted Purchase Invoice
146
Posted Purchase Invoices
134
Posted Sales Credit Memo
132
Posted Sales Invoice
143
Posted Sales Invoices
52
Purchase Credit Memo
51
Purchase Invoice
50
Purchase Order
9307
Purchase Order List
49
Purchase Quote
9306
Purchase Quotes
6640
Purchase Return Order
76
Resource Card
44
Sales Credit Memo
43
Sales Invoice
42
Sales Order
9305
Sales Order List
41
Sales Quote
9300
Sales Quotes
6630
Sales Return Order
740
VAT Report
Note
Dropzone is disabled on this page.
26
Vendor Card
As of Business Central 24, the FactBox is also integrated by defaults on the following pages
The NAVAX License Management page (in older versions "NAVAX License Overview" or "NCEX License Overview") displays the current license status of the NAVAX extensions.
Fields
Name
Specifies the name of the Extension.
License Status
Specifies the current license status of the Extension.
Serial No.
Specifies the serial number of the Extension.
Version
Specifies the currently installed version of the Extension.
Trial Version
A NAVAX extension can be tested or used free of charge for 30 days after installation. After that, the extension can only be used with a valid license.
Request License
The license can be requested or checked via the Current Status action. This opens a window.
The following example shows the NAVAX extension Excel Report Builder.
Fill in the fields in the window and then click Send License Request.
Please note that the licensing process may take some time.
In the next few days you will receive an email with further information.
Note
For licensing, calling the online help and performing some actions, access to https://www.navax.app must be granted.
Public IP from www.navax.app for setting firewall access: 94.136.22.236, Port: TCP/443
Checking the connection to https://www.navax.app using PS: Test-NetConnection navax.app -port 443 (PS must be performed with the M-Tier service user)
CRL Servers In addition, the following CRL Servers must also be accessible for the certificate check: https://certificates.godaddy.com/* http://crl.godaddy.com/* or their IP: 192.124.249.36
Activate/Update License
As soon as the licensing has been completed, you will receive an email and the license can be activated via the Update License action.
The license is company independent. So it does not matter in which company the action is called.
Note
The licence must be updated once a year via the Update License action.
The update is only possible or necessary within the last 30 days before the license expires, or afterwards. Within the last 30 days before the license expires, notes are displayed.
If the Automatic License Renewal is enabled, the Update License action is called automatically before the license expires. Note that the setting is only active after the license has been activated via the action.
This action can be used to open the Microsoft AppSource ratings page for the extension.
We would be very happy if you submit your rating and let us know about your experience with the Extension.
The following Granules are required for an On-Premises installation:
70714800 NCDD Drag & Drop Document Attachments by NAVAX
1010860 Extension Base by NAVAX
External Addresses
https://www.navax.app
For licensing, calling the online help and performing some actions, access to https://www.navax.app must be granted.
Public IP from www.navax.app for setting firewall access: 94.136.22.236, Port: TCP/443
Checking the connection to https://www.navax.app using PS: Test-NetConnection navax.app -port 443 (PS must be performed with the M-Tier service user)
CRL Servers In addition, the following CRL Servers must also be accessible for the certificate check: https://certificates.godaddy.com/* http://crl.godaddy.com/* or their IP: 192.124.249.36
NAVAX Drag & Drop Document Attachments
Files can be added to the selected customer's document attachments via the Dropzone by Drag & Drop:
The added files can then be found in the customer's document attachments:
Fill in the fields in the window and then click Send License Request.
Please note that the licensing process may take some time.
In the next few days you will receive an email with further information.
