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Uploading and Downloading Documents

This page explains how to use the Document Central for Portals Connector to upload and download documents between Business Portals, Document Central, and Business Central.

Setup in Business Portals

Follow these steps to route all file operations in Business Central through Document Central:

  1. In Business Central, click the gear icon in the top right corner and then select the Business Portals Admin Role Center.
  2. In the Role Center, navigate to Module Setup via the navigation bar.
  3. In Module Setup, click on DMS and select Document Central by Simova.

Once these steps are completed, the integration is activated and all file operations are managed through Document Central.

Uploading Documents

To upload documents into Document Central:

  • Add an upload element on the portal page (e.g., for Posted Sales Invoices).
  • When uploading, the file is initially saved to the Upload List in Business Central.
  • From there, a user must manually execute the upload to transfer the file to the final destination in Document Central (e.g., Azure Blob Storage, SharePoint, or database).
  • Only after execution is the file properly linked to the corresponding record in Business Central.

Info

This two-step process helps prevent spam or unauthorized uploads from immediately reaching the DMS and provides better visibility and control over what has been uploaded.

Downloading Documents

To display documents from Document Central:

  • Add a download element that references a specific Content Type.
  • The documents are loaded from Document Central and shown in Business Portals.
  • These files are also accessible in Business Central via Document Central.

See also