Capture documents faster
Users can drag files directly into the attachment factbox, upload multiple documents at once, and even handle large files through chunked transfer.
DocZone 365
Document management
Turn standard Business Central document attachments into a structured, searchable document workflow.
DocZone 365 extends the standard Document Attachment feature with drag-and-drop upload, configurable metadata, automatic version handling, optional OCR text extraction through Apache Tika, central document search, and date-based governance for due dates and expirations. The result is stronger document control without replacing standard Business Central storage.
Value
Why choose DocZone 365?
Give operational teams a better document process inside the ERP system they already use every day.
Improve document quality
Metadata entry is integrated into the upload process, can be prefilled from earlier versions, and supports mandatory checks, lookup values, and date recognition from file names.
Find and govern documents
Version tracking, OCR text extraction, central search, mass metadata updates, due and expiration management, and email notifications make attachments easier to control over time.
Fixed metadata model
Document Type, Category, Project, Dimension, date fields, Confidentiality, Keywords, and Responsible Person are delivered out of the box.
Background automation
OCR processing and date alerts are designed for Job Queue execution so users do not need to monitor every step manually.
Controlled OCR access
Tika endpoints must use HTTPS, and the password is stored in isolated storage rather than in the setup table.
Capabilities
What the product delivers
A practical document management layer on top of standard Business Central attachments.
Upload and metadata capture
The attachment factbox is extended with a dropzone control that supports drag-and-drop, click upload, multi-file selection, chunked transfer for large files, and server-side validation of size and allowed extensions. A metadata dialog appears during upload and can also be triggered for standard Business Central uploads.
Versioning and latest-version logic
Documents with the same name can be handled as versions inside the standard attachment table. DocZone 365 stores version numbers, marks the latest version, can hide old versions in the factbox, and includes rebuild and repair logic for version flags.
Search, OCR, and lifecycle control
Users can search documents across file names and metadata, mass-update selected attachments, send selected files by email, review OCR text, and monitor due dates or expirations with optional email reminders and automatic deletion of expired documents.
Built on standard Business Central storage
DocZone 365 does not replace the standard attachment concept. It extends the existing Document Attachment experience with more structure, automation, and discoverability.
Optional external OCR service
OCR text extraction requires an externally reachable Apache Tika server over HTTPS and appropriate HttpClient permission for the extension in Business Central.
Technical details
Release scope and compatibility
| Current version | 1.1.0.0 |
|---|---|
| Minimum Business Central version | 27.0 (BC 27 / 2025 Wave 2) |
| Supported editions | Essentials, Premium |
| Languages | English, German |
Support & Feedback
We are here to help
Whether you have technical questions, need guidance during your rollout, or want to share feature requests — our dedicated Dynamics 365 Business Central team is ready to assist you. Drop us a message, and we'll ensure you get the absolute most out of our apps.