DocPilot

🚀 DocPilot – Take Control of Your Document Attachments

DocPilot is the smart solution for managing attachments across your key master data, sales, and purchase documents in Microsoft Dynamics 365 Business Central.

Instead of storing files directly in Business Central, DocPilot lets you effortlessly route them to the platform of your choice:

• SharePoint

• Azure Blob Storage

• ARXivar

With DocPilot, your documents are automatically archived in the selected storage platform. Plus, where supported, you can enrich your files with custom metadata, making document retrieval and classification easier than ever.

🔧 Flexible Setup, Seamless Integration

Configuring DocPilot is simple and intuitive. Just choose your preferred storage platform, and the system will display the required connection fields. Whether you're working with SharePoint, Blob Storage, or ARXivar, DocPilot ensures a smooth and secure connection every time.

⚙️ Powerful Features Right Where You Work

Accessible directly from the DocPilot FactBox inside Business Central, you'll find all the tools you need to manage attachments effortlessly:

• Open in OneDrive – Instantly open files stored on SharePoint in OneDrive for quick viewing

• Edit in OneDrive – Make real-time edits to Word, Excel, and PowerPoint files, and sync them back to your archive

• View – Preview image and PDF files directly within Business Central

• Attach One / Attach Multiple Files – Quickly upload single or multiple documents to the selected platform

• Take a Photo – Capture and archive images instantly using your device’s camera

📂 Smart Archiving, Made Simple

With DocPilot, you’re not just storing documents — you’re organizing, enhancing, and controlling them across platforms. Say goodbye to scattered attachments and hello to centralized, intelligent document management.

Supported Editions:

The app supports the Essentials and Premium Editions of Microsoft Dynamics 365 Business Central

Supported Countries:

All countries where Microsoft Dynamis 365 Business Central is available.

Supported Languages:

EN, IT