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Portal Uploads to Business Central

This page explains how to upload documents through the portal and how they are later added to Business Central as attachments. This upload process is intentionally split into two steps to keep your system safe and clean.

Step 1: Uploading Documents in the Portal

Users can upload documents via the upload element on a portal page — for example, on a Posted Sales Invoice.

When a file is uploaded:

  • The document is stored temporarily and not yet transferred to Business Central.
  • This upload is saved in the Upload List, where it waits for approval.

This step ensures that only verified or necessary uploads actually make it into your Business Central environment.

Step 2: Executing Uploads in Business Central

After the document has been uploaded through the portal, it must be executed in Business Central to be fully added to the related record.

To do this:

  1. Open Business Central and navigate to the Upload List via the Role Center Cue.
  2. Select the entry you want to process.
  3. Click on Execute.
  4. The document will now appear as an attachment on the target record (e.g., a Posted Sales Invoice).

Once processed:

  • The file appears in the Attachments FactBox of the target document.
  • It is stored in the internal Document Attachment system in Business Central, including support for BLOB storage and media links.
  • The upload entry is marked as completed and will no longer be listed in the upload queue.

Only after this step is the document truly available within Business Central. Until then, it stays in a waiting state.

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Why This Two-Step Process?

This approach gives your organization full control over which documents are actually added to Business Central. It protects your system from:

  • Unwanted or accidental uploads
  • Spam or unauthorized file transfers
  • Too many large documents being added at once

By approving uploads manually, you keep your data clean, safe, and compliant.

See also