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.
Using the NAVAX Document Text Editor
The text editor is the central tool for creating and editing texts in NAVAX Document Text. It offers various functions for text formatting and inserting dynamic content.
Opening the Text Editor
You can open the text editor in two ways:
From a document: Open a document and navigate to the desired text type (Beginning Text, Ending Text, Line Text, or Miscellaneous Texts). Click the Edit Text Line action to open the editor.
From Standard Text Codes: Open the Standard Text Codes page via the search in Business Central. Select the desired code and open the associated texts via the Extended Texts action. Open a text line to start the editor.
Basic Functions of the Text Editor
The text editor offers the following functions:
Text input: Enter your text directly into the input field. Use the Enter key for line breaks.
Copy and paste: You can copy texts from other programs (e.g., Word, Excel) and paste them directly into the editor.
Insert placeholders: Use the Insert Placeholder function to insert dynamic content from Business Central tables (see section below).
Multiple lines: For longer texts, you can create multiple text lines. Each line is edited separately in the editor.
Tips for Text Design
Clarity: Distribute longer texts across multiple lines for better readability.
Use formatting sparingly: Too much formatting can impair readability.
Use preview: Check your texts in the print preview before sending documents.
Test placeholders: Create a test document to verify that placeholders are replaced correctly.
Working with Placeholders
Example: Extended Text for a Beginning Text with Document Validity
Field
Value
Document Type
Sales Header
Standard Text Code
VALIDITY
Field Name
Quote Valid Until Date
Step-by-Step Guide: Inserting Placeholders
Open the text editor for the desired document text:
Directly in a document by opening it and calling the editor via the desired text type (Beginning Text, Ending Text, Line Text, or Miscellaneous Texts).
For more information, see the respective chapters under Working with the App.
When setting up an extended text that will later be automatically inserted into the selected documents.
To do this, open the Standard Text Codes and select the desired extended text.
For more information, see Setup, Extended Texts.
Enter the text "This quote is valid until " (note the space at the end).
Click Insert Placeholder.
Select the table from which you want to insert the placeholder.
Note
This selection only appears when you open the editor from an extended text. If you open the text editor from a document text line, the table is automatically selected.
Select the desired field from the list and click OK.
The selected field placeholder is inserted at the current cursor position in the editor. You can continue typing, insert additional placeholders, or adjust spacing and punctuation as needed.
When printing or in the preview, you will see in the beginning text: "This quote is valid until ##Quote Valid Until Date##".
Tip
If you do not see the beginning text in the test print, check whether the correct report and layout are selected in the Report Selection - Sales.
For more information, see Advanced Features, Report Layout Selection.
Available Placeholders
Placeholders can be inserted from various tables, depending on where the text is used:
Document Header Placeholders
For beginning and ending texts as well as miscellaneous texts, you can use fields from the document header:
Other fields: ##Variant Code##, ##Location Code##, ##Shipment Date##
The available placeholders depend on the table or document in which you use the text. You can open the list of available placeholders in the text editor with the Insert Placeholder action.
Placeholder Format
If you know the exact name of a field, you can also enter the placeholder manually. The format is explained below.
Placeholders are always written in the format ##FieldName##:
Begin and end with double hash marks (##)
Contain the English field name from Business Central
Find field names in your language: Placeholders always use the English field caption, regardless of your Business Central language setting. To find the correct English name of a field that you know in your language (e.g., "Bill-to Name"), use the Field Descriptions, Field List page. There you can search for the field caption in your language and copy the corresponding English name for the placeholder.
More Placeholder Examples
Example 1: Personalized Greeting with Customer Name
Text: "Dear ##Bill-to Name##, thank you for your order from ##Order Date##."
Result: "Dear Adatum Corporation, thank you for your order from 12/15/2025."
Example 2: Payment Terms with Due Date
Text: "Payment due: ##Due Date##. Please transfer the amount of ##Amount Including VAT## by this date."
Result: "Payment due: 01/14/2026. Please transfer the amount of $5,950.00 by this date."
Text: "Your order number: ##Your Reference##, External document number: ##External Document No.##"
Result: "Your order number: PO-2025-1234, External document number: EXT-5678"
More examples and tips of using placeholders can be found in the Working with the App, Example Scenarios.
Common Problems
Problem: Placeholder is not replaced
Cause: The placeholder is misspelled or the field does not exist in the table.
Solution:
Check the exact spelling: Does the placeholder begin and end with ##?
Use the Insert Placeholder function instead of manual entry
Verify that the field exists in the corresponding table:
Note case sensitivity and spaces in the field name
Problem: Placeholder shows empty value
Cause: The field is not filled in the document.
Solution:
Check whether the field has a value in the document
Example: ##Your Reference## remains empty if no customer reference was entered
Optional: Use a standard text as an alternative
Frequently Asked Questions
Can I create my own placeholders?
No, you can only use fields that exist in Business Central. If you need additional fields, they must first be created as table fields in Business Central.
Are placeholders also considered in formatting?
Yes, you can format placeholders (e.g., bold, italic). The formatting is retained when the placeholder is replaced with the actual value.
For more information, see Advanced Features, Formatting.
Are placeholders also replaced in the print preview?
Yes, you can already see the replaced values in the print preview. This is ideal for testing placeholders before you actually print or send the document.
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...
Working with the App, Example Scenarios This page provides practical examples for various use cases of NAVAX Document Text. Each scenario shows step-by-step how to set up and use specific features...
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...
Field Descriptions, Document Header Fields With NAVAX Document Text, you can add beginning and ending texts to all documents in Dynamics 365 Business Central. These texts appear in the document header and are suitable, for example, for greetings, notes, legal information, or individual messages...
Field Descriptions, Document Lines Fields In all documents in Dynamics 365 Business Central, you can add line texts. This lets you print additional information directly below the respective document line. Line texts are suitable, for example, for product information, notes, or legal information...
Field Descriptions, Field List The field list provides you with an overview of all fields that can be selected from the chosen tables in document texts or extended texts to be used as placeholders...
Text Editor and Placeholders
