DocXtender Reviews & Product Details

DocXtender for Microsoft Dynamics 365 Business Central enables users to attach various documents to any compatible Business Central page via an intuitive drag-and-drop feature. Supporting unlimited attachments, multi-user access, and SharePoint integration, DocXtender makes your essential files readily accessible, enhancing collaboration and efficiency. With DocXtender, you'll easily associate customer POs to orders; invoices to POs; quality documents to receipts; or any other file to pages in Business Central. Features • Drag-and-Drop Document Attachment: This allows users to directly attach documents to any Business Central record with a simple drag-and-drop operation. • Universal Page Compatibility: DocXtender is compatible with any Business Central page supporting attachments. • Integrated Document Storage: This feature stores files directly with the Business Central record. • Multi-User Document Access: DocXtender allows multiple users to access the same attached documents within Business Central. • Document Safety and Sustainability: By promoting digital over physical document storage, the app helps protect documents from physical damage and supports sustainability efforts. • SharePoint Support: Users have the option to choose a SharePoint folder in which to store documents dragged to Business Central. • Multi-Language Support: DocXtender supports all languages supported by Business Central through auto-translation tools. • Easy Installation: Users can easily install DocXtender from the Microsoft AppSource. • Broad Document Type Compatibility: DocXtender accepts all common document types, including .pdf, .docx, xlsx, pptx, .html, .txt, .zip, .jpg, .png, .gif, and more. • Direct Email Attachment: Users can drag email messages directly from Microsoft Outlook and store them as an .msg file within Business Central. • Unlimited Document Attachments: The number of documents that can be attached to a Business Central record is unlimited. • Free to Use: DocXtender is available to users for free. Benefits • Improved Efficiency: By enabling the direct attachment of documents to Business Central records, DocXtender eliminates the need to maintain separate storage systems, increasing productivity. • Enhanced Collaboration: With multiple users able to access the same attached documents, collaboration and information sharing become easier. • Document Safety: Storing documents digitally protects them from physical damage such as fire or flood, ensuring they remain accessible when needed. • Eco-friendly: By promoting digital over physical document storage, DocXtender contributes to reducing your carbon footprint. • Seamless SharePoint Integration: The support for SharePoint allows users to organize their documents in a familiar environment while still benefiting from direct access in Business Central. • Language Inclusivity: With multi-language support, DocXtender ensures that all users, regardless of their preferred language, can use the application effectively. • Broad Document Compatibility: By accepting a wide range of document types, DocXtender ensures that users can attach all necessary files to their Business Central records. • Cost-effective: DocXtender is free to use, offering all these benefits without adding an extra cost to your business. Typical Users • Supply Chain Managers: They can use DocXtender to attach purchase orders, invoices, and receipts to related Business Central records, providing an easy reference for transaction details. • Accounting Personnel: They can drag and drop important financial documents, such as invoices and receipts, directly to related Business Central records, streamlining financial management and audits. • Quality Assurance Specialists: They can attach quality documents to specific receipts or orders in Business Central, providing quick access to necessary compliance information. • Sales Representatives: They can use the application to attach customer orders, contracts, or communication records to Business Central records, helping maintain a comprehensive customer history. • Project Managers: They could use DocXtender to attach project-specific documents like project plans, schedules, and progress reports to related Business Central records, ensuring easy access to project details. • Human Resources Professionals: They could attach employee-related documents, such as contracts, performance reviews, or training records, to Business Central records, providing an efficient way to manage HR data. • IT Administrators: They can use DocXtender to attach system configurations, user guides, or troubleshooting records to Business Central records, improving IT documentation and support. • Customer Service Representatives: They can attach customer communication records, feedback, or complaint details to Business Central records, aiding in effective customer relationship management.