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Introduction > Connector for Microsoft Dynamics 365 Business Central

Upload

Files can be manually dragged in from Windows Explorer. They can only be dropped in the area marked Drag & Drop Documents.

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Only the light gray rectangle is a valid drop-target. After dropping the file, a progress bar will appear until the document is uploaded.

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When the document upload was successful, the document title is displayed below the drop area as a link. Clicking the link will open the document in the Therefore™ Web Viewer. The Index data is filled in according to the Mapping.

As an alternative to Drag & Drop, it is possible to upload documents using the Add Document dialog and choosing a file. The same dialog is shown when Drag & Drop is used if the Archive immediately checkbox is not checked. This dialog offers the option to choose a keyword value if any are defined in the category.

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Additional Info as well as a Business Case ID can be specified as well.

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