How to Attach Files to Records : Beginners Business Central

Many times you’ll want to attach files to customer records, sales documents or purchase documents.

Here’s a 2 minute video to show you how…plus a nice drag and drop extension to make things much easier. Let us know if you want to install Doc Extender to allow you to drag and drop files

More beginners Business Central lessons

AMS Club – Beginners Business Central

You can browse each lesson here, or follow the course in our recommended order below

1. Big Productivity Tips
2. One filter to rule them all…
3. Switch company faster than ever before!
4. Update Description on Posted Ledger Entries
5. Filter and save your own Views, and re-order them too
6. Created/Modified – Who, What and When…
7. View underlying table data…
8. Copy Down
9. Copy Item
10. Find Anything and Everything!
11. Automated Purchase Invoices and 3-way match with Zetadocs
12. How to Attach Files to Records
13. Search – just hit return…
14. Adding Notes to Documents
15. Control Notifications and Teaching Tips
16. Enter Focus Mode…
17. Post only what’s visible in a Journal
18. Lock Down Posting Periods Globally and By User
19. Show Fewer/More Columns
20. Business Central – Shortcut – Where on the card, right there!
21. Using Business Central in Teams

If you know a colleague who’d be interested in these videos, let us know at club@allmysystems.co.uk