NAVAX Document Text is an extension for Microsoft Dynamics 365 Business Central that allows you to centrally manage individual Extended Texts for sales, purchase, service, and job documents and automatically integrate them into your documents.
The app helps you efficiently and consistently integrate important information such as legal notices, delivery terms, or customer-specific messages into your documents - without manual entry.
With this extension, you also receive a selection of extended standard documents for Dynamics 365 Business Central that already integrate the document texts. If these templates do not meet your requirements, you can easily customize your own documents with Microsoft Word.
NAVAX Document Text enables you to design your documents professionally and individually - for more efficient processes and optimal presentation to your business partners.
Brief Overview of Features
Beginning and Ending Texts: General texts, greeting texts before or after the document lines
For more information, see Setup, Beginning and Ending Texts.
Line Texts: Texts directly under individual document positions for items, G/L accounts, resources, service items
For more information, see Setup, Line Texts.
Miscellaneous Texts: Texts for shipment methods, payment terms, service order types, reminders, etc.
For more information, see Setup, Miscellaneous Texts.
Personalized Texts: Individual beginning and ending texts for specific customers, vendors, or salespeople/purchasers
For more information, see Setup, Personalized Texts.
Export/Import: Extended Texts can be easily backed up, transferred, and exchanged between companies
For more information, see Advanced Features, Export/Import.
Getting Started
To begin with NAVAX Document Text, we recommend the following steps:
Open Document Text Setup and configure basic settings
For more information, see Setup, Document Text Setup.
Create Extended Texts for beginning/ending texts, line texts, or miscellaneous texts
For more information, see Setup, Extended Texts.
NAVAX Document Text is seamlessly integrated into the existing sales, purchase, service, and job processes of Business Central.
Documents are created, posted, and printed as usual - the Extended Texts are automatically inserted.
Quick access via search:
The search terms "ncdt", "nvxdt", and "navax" are recognized by "Tell me what you want to do".
This allows you to quickly access the individual areas of NAVAX Document Text:
Document Text Setup - Basic settings and default values
Standard Text Codes - Manage and edit Extended Texts
Note
NAVAX Document Text was developed with the prefix NCDT or NVXDT.
NCDT or NVXDT stands for NAVAXConsulting Document Text.
Permission Sets
The following permission sets are available for NAVAX Document Text:
Setup, Document Text Setup Before you can use NAVAX Document Text, you must make the basic settings. On this page, you define the most important options...
Setup, Extended Texts An Extended Text is an individually defined text that is either automatically or manually inserted into a document - depending on the selected type and defined conditions. You create Extended Texts on the Standard Text Codes page, which you can find via search in Business Central...
Setup, Beginning and Ending Texts Beginning and ending texts are Extended Texts that are automatically inserted before or after the document lines. They appear in sales, purchase, service, or job documents. Use these texts for notes, legal information, or individual messages to your customers...
Setup, Personalized Texts Personalized texts are Extended Texts that are specifically created for a particular customer, vendor, or salesperson/purchaser. These texts are automatically used in documents when the corresponding business partner is selected...
Setup, Line Texts Line texts are Extended Texts that are directly linked to master data such as items, resources, G/L accounts, or service items. The text appears automatically as line text below the respective line when you use the corresponding master data record in a document...
Setup, Miscellaneous Texts Miscellaneous texts are Extended Texts that are linked to master data such as payment terms, shipment methods, or service configurations. These texts appear automatically in documents when the corresponding configuration is used in the document...
Working with the App, Sorting and Conditions With the advanced text conditions in NAVAX Document Text, you can flexibly control which texts are used and transferred to your documents. You can specify that certain texts are automatically inserted only for selected languages, within a specific time period, or for specific document types. This ensures that all relevant information always appears correctly and contextually in your sales, purchase, service, and job documents...
Advanced Features, Item Attributes NAVAX Document Text extends the Business Central standard functionality for item attributes by automatically transferring them as document text lines to your documents. This allows important product properties such as material, color, size, or technical specifications to appear directly on quotes, orders, and invoices...
Advanced Features, Text Editor and Placeholders NAVAX Document Text provides a text editor that allows you to easily create and edit extended texts for documents. The editor supports placeholders to insert dynamic content from the respective tables. You can copy pre-formatted texts from other programs and paste them into the text editor...
Advanced Features, Formatting With the formatting functions in NAVAX Document Text, you can design your extended texts professionally and in accordance with corporate identity guidelines. You can adjust font type, size, and color, as well as control paragraph alignment and indentation...
Advanced Features, Report Layout Selection The Report Layout Selection window defines which layout should be used when printing a document. For document texts to be printed on A4 documents, the corresponding NAVAX Document Text report layouts must be set up...
Advanced Features, Export/Import With the export and import function, you transfer configured Standard Text Codes between different Business Central installations. This enables efficient management of your extended texts and saves time during setup...
Appendix, Installation Notes This page contains important information about the installation and technical requirements of NAVAX Document Text. The information is primarily intended for administrators and IT managers...
NAVAX Document Text
