You can attach contracts and other documentation directly to a subscription in Business Central using the standard attach function. This keeps your files inside Business Central instead of on a local file share or another file system. You attach documents through the Documents fact box, where you select Attach Files and upload a PDF such as a subscription contract. Once attached, you and your colleagues can download the file at any later point. If you cannot see the Documents fact box, click the information note in the upper part of the page to open it. You can attach documents both from the subscription list and from the specific subscription card page.
Attaching documents to a subscription in Business Central
In some cases it makes sense to attach your contract or other documentation directly to a subscription. You might already keep these files in a separate file system, but if you want to keep everything within Business Central, you can use the attach function.
This is the standard Business Central attach function, so you may already know it from other parts of the system. The point here is that it works on subscriptions too, which means you can store the relevant paperwork right next to the record it belongs to.
How to attach a file to a subscription
To attach a file, find the Documents fact box and click Attach Files. From there you select the file you want to upload, for example a PDF with the subscription contract. Once the file is in place, it stays with the subscription.
After attaching, you and your colleagues can download the document later whenever it is needed. Everything stays inside Business Central instead of sitting on a local file share or some other drive where it is harder to find.
Finding the Documents fact box
If you cannot see the Documents fact box on the right-hand side, click the little information note to open it. Once it is visible, you will see that the subscription now has one attached document.
You can attach documents in more than one place. It works from the subscription overview, and you can do the same directly on the specific card page for the subscription.
Q&A
How do you attach a contract to a subscription in Business Central?
Open the Documents fact box on the subscription, click Attach Files, and upload the file, for example a PDF of the subscription contract. The standard Business Central attach function handles this.
Where are attached subscription documents stored?
The documents are stored within Business Central itself, not on a local file share or another file system. This keeps everything together and makes the files easy to find.
What do you do if the Documents fact box is not visible?
Click the little information note on the page to open the fact box. You will then see the Documents area and any documents already attached to the subscription.
Can you attach files from both the subscription list and the subscription card?
Yes. You can attach documents from the subscription overview and also directly on the specific card page for the subscription.
Can colleagues download attached subscription documents later?
Yes. Once a file is attached, you or your colleagues can download it at any later point.