With the wave toward eco-friendly business practices the “Paperless Office” is now a reality and within reach for every Navision customer. 

Microsoft Dynamics NAV - Navision - version 5.0 and above comes with Document Management and links out-of-the-box. From the Navision interface, a Record Link icon allows you to browse all documents on your computer or server, as well as records from Outlook, SharePoint or anywhere within Dynamics Navision.

Within a customer, vendor, fixed asset, production order (or any other card anywhere in Navision), you can access any type of document immediately into a PDF, Word, jpeg, tiff, etc.

• Click on the paperclip icon on the main tool bar. 

• A window will appear listing all of the various links pointing to the files related to this contact card. 

• Click on the document you want to open and the document will appear automatically.

  Navision will link to any repository that you choose your files to go to.  It is setup like a check in/checkout system that allow you to easily access documents.

This simple function will eliminate trips to the file cabinet and put an end to long file searches.