Add Document Attachments by Drag & Drop via a Dropzone. Current Version: 21.1.3.1as of Business Central 21. For older BC versions, downgrades are available.
Manual
Creation date: 2024/04/19 The current version of this manual can be found at:
☰ Contents
General
NCDD Drag & Drop Document Attachments NCDD 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 NCDD 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 / NCDD Drag & Drop Document Attachments / General NCDD Drag & Drop Document Attachments
NCDD Drag & Drop Document Attachments adds a Dropzone to Microsoft Dynamics 365 Business Central that allows you to add Document Attachments by Drag & Drop.
Navigation
NCDD 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.
Fields, actions, pages and reports originating from the NCDD Drag & Drop Document Attachments extension are identified by the abbreviation NCDD. This additional labeling makes them clearly distinguishable from other extensions (which may use similar names and designations).
NCDD stands for NAVAX Consulting Drag & Drop Document Attachments.
Permission Sets
The following permission sets are available for NCDD Drag & Drop Document Attachments:
NCDD Setup Drag & Drop Doc. Attachments
You need these permissions to set up the NCDD 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 NCDD Drag & Drop Document Attachments adds the option NCDD Document Attachment FactBox 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.
NCDD 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
The NAVAX License Management page (in older versions "NAVAX License Overview" or "NCEX License Overview") displays the current license status of the NAVAX extensions.
In order for a NAVAX extension to be displayed in this page, the corresponding setup of the extension must first be opened.
Note
Changes as of Version xx.1.16.0
The NAVAX License Management page now supports automatic adding of NAVAX extensions. NAVAX extensions that use this system no longer need to have the corresponding extension setup opened first to be displayed in this page.
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.
Note
Changes as of Version xx.1.4.0
The licensing of a NAVAX extension is only necessary in the production environment. In the sandbox environment, NAVAX extensions can be tested unlimited.
Request License
The license can be requested or checked via the Current Status action (in older versions What's New?). 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 allowed.
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)
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.
NCDD 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.
