DocSolutions for file system

Store, manage, and organize business documents directly in the file system without leaving Microsoft Dynamics 365 Business Central

Do you want to make it easy to automatically store business documents in the file system directly from Business Central?

Do you need flexible folder management to organize files based on record data?

Do you want to browse and retrieve the contents of files stored in the system file without leaving Business Central?

Do you want to keep your documents secure with a secure connection to azure via HTTPS and OAUTH2?

â–Ľ

Main benefits for the user

  • Drag files and content, even from emails, directly into the system for quick and easy integration.
  • Keep data secure with a protected connection to Azure, using HTTPS for safe transmission and OAuth2 for advanced authentication.
  • Simplify platform access without user-specific configurations, utilizing centralized access keys.
  • Easily view and retrieve stored files without leaving the Business Central interface.
  • Organize documents into custom folders using record fields such as document date or customer code.

Features

DocSolutions for File System app by EOS Solutions allows you to store, manage and organize business documents directly in the file system without leaving Microsoft Dynamics 365 Business Central.

  • DocSolutions for file system: app features

    To upload a file, you can choose it by clicking on “Choose a file” or drag & drop (also active from Outlook). By clicking OK the system will upload the file

  • DocSolutions for file system: app features

    Thanks to a specific setup, you can eliminate attachments following the deletion of the related records

  • DocSolutions for file system: app features

    It is possible to view/modify the document storage path. You can also view/modify the name to be assigned to the documents.

Quick guide

Ready to go in a few steps with DocSolutions for file system:

  1. Install DocSolutions app in Business Central
  2. Load defaults setup (tables, libraries, storage locations)
  3. Define which storage to use: - Azure File Storage - Azure Blob Storage - Local file system (Eos Function API is needed) - In Memory (for testing purposes only)
  4. Copy Application ID and Secret Value in Business Central
  5. Start Uploading files to BC

Try now DocSolutions for file system and store, manage, and organize business documents directly in the file system without leaving Microsoft Dynamics 365 Business Central