Introducing NAV-X:

Document Attachment Merge

Microsoft Dynamics 365 Business Central

 Are you attaching PDFs to your Sales and Purchase documents by hand, every single time? 

 Are your item spec sheets and other PDF attachments sitting on the Item card, but never quite making it into the documents you send customers and vendors? Does every Sales Order or Quote depend on someone remembering to attach the right file before it goes out? Has a missed attachment ever turned into an awkward follow-up email? 
 

 If your team is spending even a few minutes per document manually attaching files, we have you covered with our solution fully integrated into Microsoft Dynamics 365 Business Central. 

 Introducing NAV-X Document Attachment Merge: tthe automatic way to merge item attachments into your Sales and Purchase document output for Microsoft Dynamics 365 Business Central.  

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Automatic

 Attachments are merged into your report output every time a document is previewed, printed, saved, or emailed with no manual step required. 

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Transparent

 Works within the standard Sales and Purchase document actions your team already uses. No bolt-on buttons, no separate process.

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Item-Level

 Define attachments once on the Item card, and NAV-X Document Attachment Merge pulls them through to the matching document line automatically.

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Automatic PDF Merging

 Every time a Sales or Purchase Order or Quote is previewed, printed, saved, or emailed, item-level PDF attachments are merged directly into the report output with no separate action required. 

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Item-to-Line Attachment Mapping

Attachments defined on the Item card are automatically pulled through to the matching Sales or Purchase document line, so the right file always ends up with the right line.

 

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No Bolt-On Buttons

 Document Attachment Merge works inside the standard document actions your team already uses. There's nothing new to learn and nothing extra to click. 

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Supports Spec Sheets and Other PDF Attachments

 Any PDF attached to an item (spec sheets, certificates, technical drawings) can be merged into the outgoing document. 

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Works Across Every Output Channel

 Whether the document is previewed on screen, printed, saved to file, or emailed directly from Business Central, the merged attachments go along with it. 

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Choose Which Reports Are Included

 Enable or disable the merge behavior individually for each report (Sales Order, Sales Invoice, and more) so you control exactly where it applies. 

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Reliable Fallback Behavior

 If a document can't be merged for any reason, Document Attachment Merge falls back to the original, unmerged report output. Document delivery is never interrupted. 

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No Extensions to Maintain

 No custom report layouts or extensions to build and test. Upgrade to a new Business Central release with confidence, without worrying about whether a custom merge solution still works. 

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Simple Setup

 A short setup screen lets you configure your merge behavior and fallback options, so you're up and running in minutes. 

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Automatic

Attachments are merged into your report output every time a document is previewed, printed, saved, or emailed with no manual steps required.

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Transparent

Works within the standard Sales and Purchase document actions your team already uses. No Bolt-on buttons, no separate process.

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Item-Level

Define attachments once on the Item card, and NAV-X Document Attachment Merge pulls them through to the matching document line automatically.

Learn more about our state of the art Document Attachment Merge solution