DocBridge - For SharePoint

Transform document management in Business Central with seamless SharePoint integration

DocBridge is a powerful tool for SharePoint for Microsoft Dynamics 365 Business Central that transforms how organizations manage documents. By moving files from BLOB storage to SharePoint, DocBridge reduces database size, cuts storage costs, and delivers faster performance.

Introduction

Understanding DocBridge - For SharePoint

Product Overview

DocBridge is a powerful tool for SharePoint for Microsoft Dynamics 365 Business Central that transforms how organizations manage documents. By moving files from BLOB storage to SharePoint, DocBridge reduces database size, cuts storage costs, and delivers faster performance. It enables direct uploads, automatic folder organization, and real-time synchronization.

The Challenge We Solve

Traditional document management in Business Central often faces several challenges:

Large database sizes due to BLOB storage
High storage costs and performance issues
Limited collaboration capabilities
Complex document organization and retrieval
Scalability concerns with growing document volumes

Key Benefits

Cost Efficiency: Reduce database size and lower storage expenses
Enhanced Performance: Faster Business Central performance with optimized storage
Smart Organization: Dynamic folder structures based on record data
Seamless Migration: One-click migration to copy all BLOB files to SharePoint
Better Collaboration: Enhanced document sharing and collaboration capabilities
Scalability: Handle growing document volumes efficiently

Key Features

Why DocBridge - For SharePoint stands out from the rest

Direct Uploads

Enable direct document uploads to SharePoint from Business Central with seamless integration and real-time synchronization.

Automatic Folder Organization

Dynamic folder structures based on record data ensure documents are organized logically and automatically.

Real-time Synchronization

Keep documents synchronized between Business Central and SharePoint with automatic updates and changes.

BLOB Storage Migration

One-click migration tool to copy all existing BLOB files to SharePoint, reducing database size and improving performance.

Table-Specific Setups

Configure different document types and folder structures for various Business Central tables and pages.

Enhanced Collaboration

Leverage SharePoint's collaboration features while maintaining seamless Business Central integration.

Smart Attachment Copying

Automatically copy attachments between related Business Central records with intelligent duplicate detection and data integrity protection.

Data Integrity Protection

Prevent accidental deletion of shared attachments with comprehensive validation and clear error messaging.

Configurable Copy Rules

12 configurable copy rules for different document types with independent enable/disable controls for maximum flexibility.

How It Works

Simple to set up, powerful in execution

1

Configure Integration

Set up SharePoint connection and configure table-specific document settings for your Business Central environment.

2

Migrate Existing Documents

Use our one-click migration tool to move all existing BLOB files to SharePoint with organized folder structures.

3

Start Using Enhanced Features

Begin uploading new documents directly to SharePoint and enjoy improved performance and collaboration capabilities.

DocBridge Attachment Copy Feature

Intelligent attachment management across your entire Business Central ecosystem

Overview

This powerful new feature enables automatic copying of SharePoint attachments between related Business Central records, with intelligent duplicate detection and data integrity protection. The system creates new attachment table records (not file duplicates) that are properly linked to destination records, making attachments visible in their respective pages.

12 Configurable Copy Rules

Customer to Sales Order - Copy customer attachments to sales orders
Customer to Sales Quote - Copy customer attachments to sales quotes
Customer to Blanket Order - Copy customer attachments to blanket sales orders
Vendor to Purchase Order - Copy vendor attachments to purchase orders
Vendor to Purchase Quote - Copy vendor attachments to purchase quotes
Vendor to Blanket Order - Copy vendor attachments to blanket purchase orders
PO to Posted Invoice - Copy purchase order attachments to posted purchase invoices
SO to Posted Invoice - Copy sales order attachments to posted sales invoices
Sale - Quote to Order - Copy sales quote attachments to sales orders
Sale - Blanket to Order - Copy blanket sales order attachments to sales orders
Purchase - Quote to Order - Copy purchase quote attachments to purchase orders
Purchase - Blanket to Order - Copy blanket purchase order attachments to purchase orders

Core Capabilities

Smart Duplicate Detection: Uses GUID-based grouping instead of file names to prevent multiple copies
Data Integrity Protection: Prevents accidental deletion when copies exist elsewhere
No File Duplication: Creates new attachment table records only, no duplicate files in SharePoint
Performance Optimized: Indexed Attachment Group ID field for fast lookups
User Feedback: Clear notifications showing copy/skip counts
Comprehensive Coverage: Supports all major Business Central document types

Automatic Copying Process

When a new sales/purchase document is created, the system automatically checks if copying is enabled, finds attachments from related source records, verifies for duplicates, and creates new attachment records with proper linking.

Deletion Protection

The system prevents accidental deletion of shared attachments by finding all copies with the same Attachment Group ID, identifying cross-references, and providing detailed error messages showing which records reference the attachment.

Business Benefits

Improves efficiency by reducing manual work, ensures data consistency across related records, enhances user experience with seamless integration, and provides system reliability through robust duplicate detection and comprehensive error handling.

Ready to get started?

Request a demo or speak with our team to learn how DocBridge - For SharePoint can transform your document management.

email us directly at sales@ienigmatech.in