Document Management in Microsoft Dynamics NAV

Document Management in Microsoft Dynamics NAV

Overview:-

Document management is a way to Capture and store any type of files in MS Dynamics Nav. It supports for both incoming and outgoing means we can store the document we can export the document anywhere from NAV.

Advantages of Document management:-

·         We can import various types (Image/doc) of document in NAV.

·         Can view the document within NAV even delete if from your folder can view from Nav.

·         Can take print of document with in NAV.

·         Can send the Document.

·         We can export the document from NAV.

·         We can edit (Word / Excel) type of documents from NAV.

What we need

1.      We need 11 customized objects which are shown in below image:-

2.      Below are the fields required in Document setup:-

3.      Code unit for document management is specified Below :-

          

How it works:-

1.      We can add this document management in any page where we need the document should be attached for example:-

I am showing here an action of document in Customer page for this we need to write below code in action of customer page :-

2.      Now Open the client And go as per below path and have to setup a path to store the documents:-

3.      Now open the customer page and click on the document

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