Module Description

DocPilot allows you to manage attachments in the system's main master data and in sales and purchasing documents. Attachments are not saved directly in Business Central, but by configuring DocPilot, they can be stored on the following platforms:

• Sharepoint
• Azure Blob Storage
• Arxivar

The files are automatically archived in the desired platform and if it allows it, it is also possible to enhance the metadata linked to the file being archived.

Setup

DocPilot Setup

Using the appropriate set, you can choose the type of platform to use. Depending on the platform selected, the fields required to establish the connection will be displayed.

Functionality

Docpilot's factbox contains the following features

• Open in OneDrive → allows you to directly open the file for viewing in OneDrive
• Edit in OneDrive → allows you to edit the file in OneDrive and reimport the file with the changes made (active only for Word, Excel, and PowerPoint files)
• View → a preview of the file is displayed in a Business Central window (only active for images and PDFs)
• Attach more files → used to attach a set of files
• Attach one file → used to attach a single file
• Take → activates the camera to take a photo to archive