Stop Storing Business Central Documents the
Wrong Way

VLC DMS manages, secures, and stores your files natively in Business Central—automatically, transparently, and audit-ready.

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Business Central Wasn't Built to Be a File Server.
Yet Here We Are.

Every Business Central user knows the problem. Sales orders with PDFs attached. Purchase invoices with scanned documents. Customer records with signed contracts. Item cards with technical data sheets.

Over time, those attachments pile up inside the Business Central database, slowing performance, ballooning storage costs, and creating a compliance nightmare when auditors come calling.

And when someone needs to find a specific file? They're digging through email threads, shared drives, and desktop folders — because nobody remembers where the "real" version actually lives.

Does this sound familiar?

Attachments in the BC database

are bloating performance and driving up costs

No controlled access.

Anyone with BC access can see any document

Compliance-sensitive files

have no password protection

When a sales order is posted to an invoice,

document links break; the file stays behind

Deleted files vanish permanently.

No recovery, no recycle bin

No way to browse or verify

what's actually stored without leaving Business Central

From Upload to Audit, Here's the Full Flow of VLC DMS

VLC DMS intercepts Business Central's standard attachment process and handles everything automatically: cloud storage, file organisation, access control, and compliance — all without changing how your team works.

File Uploaded as Normal

A purchasing manager opens a Purchase Order in Business Central and attaches a vendor contract PDF — exactly as they always have, using the standard Attachments panel. Nothing changes for the user.

Behind the scenes, VLC DMS intercepts the upload, assigns a unique DMS ID to the file, and automatically routes it to your configured Azure Blob Storage container — instead of storing it in the BC database.

Standard Attachments panel in Business Central

File Organised Automatically

The file is stored in a structured folder hierarchy in Azure, organised by table type and document number. No manual filing. No folder maintenance. Just automatic, logical organisation every time.

Business Central \ Purchase Header \ PO-00247 \ DMS00001_VendorContract.pdf

Every uploaded file gets a unique DMS prefix — zero filename conflicts, even if two files share the same name.

External Storage Browser showing folder hierarchy
External Storage Browser — table and record-level directories

Category & Access Assigned

The document is tagged to a category (e.g., PURCHASING > CONTRACTS). Categories are organised in a multi-level tree — Finance → AR, AP, Banks; HR; Sales; Manufacturing — so every document has a logical home.

Access is controlled by role. Only users with PURCHASE FA can view, edit, or delete documents in the PURCHASING category. Finance documents go to Finance. HR documents stay with HR. Nobody sees what they shouldn't.

Documents by Category screen showing category tree
Category tree with Compliance flag on sensitive categories

Compliance Documents Locked

Some documents — legal agreements, employee records, audit files — are marked as Compliance in their category. When a user tries to open one, they're prompted for the compliance password before access is granted.

The system administrator controls that password and can reset it via a designated email address. Sensitive documents stay sensitive, even inside Business Central.

Compliance password prompt screen
Compliance password prompt — "This document is compliance-restricted"

Document Posted with the Record

The Purchase Order is approved and posted to a Purchase Invoice. VLC DMS automatically detects the posting event, generates a new unique DMS ID, and copies the vendor contract to a new path under the Purchase Invoice record — independently.

Both the original order and the posted invoice now have their own copy. Deleting one doesn't touch the other.

Side-by-side view of Purchase Order and posted Invoice
Same document independently linked to both records with different DMS IDs

File Retrieved for Audit

Six months later, an auditor requests all documents related to Purchase Invoice PI-00247. The finance manager opens the record in Business Central, clicks the attachment, and the PDF opens instantly in BC's built-in PDF viewer — streamed directly from Azure Blob Storage. No download needed.

The full audit trail is available: who uploaded the file, when, what category it's in, and every action taken since — all timestamped and logged automatically.

PDF viewer in Business Central with audit trail
BC PDF viewer with Attachments Fact Box showing full metadata

Accidental Deletion? No Problem.

A user accidentally deletes an attachment from a customer record. In most systems, that file is gone. In VLC DMS, it goes to the Recycle Bin first — with the filename, deletion date, deleted-by user, and original location all recorded.

The administrator restores it in one click.

Document Recycle Bin screen with restore button
Key Benefits

What Your Team Gets, Day One

Cloud Storage, Not Database Storage

Files move to Azure Blob Storage, Azure File Share, or SharePoint automatically. BC database stays lean, fast, and cost-efficient.

Automatic File Organisation

Every file is stored in a structured folder hierarchy by table and record — no manual filing, no lost documents, no duplicate confusion.

Role-Based Document Access

Granular permissions by document category and user role. Finance sees Finance. HR sees HR. Compliance files need a password.

Compliance Controls Built In

Mark sensitive categories as Compliance — users must enter a password before accessing those documents. Full compliance password management included.

Documents Follow the Record

When a Sales Order is posted to a Sales Invoice, the document is automatically copied to the new record independently. No broken links.

Recycle Bin: Accidental Deletions Recovered

Deleted documents go to the Recycle Bin first — not the void. Restore any file with full context: who deleted it, when, and from where.

Full Audit Trail

Every upload, view, download, edit, and deletion is logged automatically — timestamped and traceable. Always ready for audit.

External Storage Browser

Browse, upload, create directories, and manage files directly in your cloud storage — without leaving Business Central.

Lower Storage Costs

Moving attachments out of the BC database reduces database size, lowers hosting costs, and improves system performance for all users.

AI-Ready Document Categorisation

Category-based organisation and permission controls create a structured foundation for AI-assisted document retrieval, compliance flagging, and intelligent routing.

Features

Everything You Need to Manage Documents Inside Business Central 'Properly'

CLOUD STORAGE INTEGRATION

Store Externally, Access Natively

  • Store all document attachments externally with Azure Blob Storage (recommended), Azure File Share, or SharePoint
  • Fully replaces Business Central's internal database storage for attachments
  • Automatic routing — users upload files exactly as before; DMS handles the rest transparently
  • Structured folder hierarchy: Root → Table → Doc No. → DMS_ID_File
  • Unique DMS number series assigned to every file — zero filename conflicts
External Storage Browser folder tree
Full folder tree: Business Central → Customer, Item, Sales Header, Purchase Header → record folders → DMS-prefixed files
External Storage Browser in Business Central
Storage Browser with Upload, Create Directory, and Delete toolbar
EXTERNAL STORAGE BROWSER

Browse Cloud Storage Without Leaving BC

  • Browse your entire cloud storage structure directly within Business Central
  • Navigate folder hierarchy, view all files, and verify what's stored where
  • Upload files manually, create directories, and delete with configurable policies
  • Delete policies: Allowed, Allowed Empty Folder, or Prohibited
  • Permission-based browser access — only authorised users can browse and manage
CATEGORIES & PERMISSIONS

Organise by Department, Protect by Role

  • Create a full document taxonomy with unlimited levels, organised by department, process, or function
  • Example: DOCUMENTS → FINANCE → AR, AP, BANKS; SALES; HR
  • 6 permission types per role per category: View, Edit, Add, Delete, Print, Share
  • Assign compliance flags to sensitive categories — requiring password access
  • Finance team accesses Finance categories only; HR team accesses HR categories only
Document category tree and permission sets
Category tree with Compliance flag & Permission Set checkboxes
Compliance password prompt and category settings
Compliance flag in category tree & password prompt modal
COMPLIANCE DOCUMENT SECURITY

Password-Protected Document Access

  • Mark any document category as Compliance — it immediately restricts access
  • Users must enter the configured compliance password before opening documents in that category
  • Compliance Password Reset Email — administrators can reset the password via designated email
  • Ideal for: Legal Agreements, Employee Records, Audit Files, Regulatory Submissions
  • Password requirement applies universally — regardless of BC user permissions
AUTO DOCUMENT COPY ON POSTING

Documents Follow Your Business Process

  • When a BC document is posted (e.g., Sales Order → Sales Invoice, PO → Purchase Invoice), VLC DMS automatically copies the attached file to the new record
  • Generates a new unique DMS ID for the copied file
  • Constructs a new storage path based on the target record's table and document number
  • Both source and destination records maintain independent copies — deleting one never affects the other
  • Full posting log maintained for audit traceability
Side-by-side Sales Order and posted Invoice
Independent copies with different DMS IDs and storage paths

Recycle Bin

  • Deleted attachments moved to Recycle Bin instead of permanent removal
  • Shows: Attachment name, File Type, User, Attached Date, Deleted By, Date/Time, Unique ID
  • One-click restore to original location
  • Permission-controlled — only authorised users can manage entries

File Naming & Path Convention

  • Unique DMS number prepended: DMS00001_Filename.pdf
  • Path: Root\Table\DocNo\ID_File
  • Special characters auto-stripped from filenames and directories
  • Consistent naming makes troubleshooting and auditing straightforward

Activity Logging & Audit Trail

  • Every action logged: uploaded, viewed, downloaded, edited, deleted, exported
  • Timestamped and attributed to the specific BC user
  • Accessible from Document Management Setup page
  • System logs track DMS configuration changes — who, what, when

Where Do You Want Your Documents to Live?

VLC DMS supports three external storage types. Choose what fits your infrastructure.

⭐ Recommended

Azure Blob Storage

Files stored in Microsoft Azure Blob containers — scalable, cost-efficient, high-performance

Best for: Most Business Central customers — optimal performance and lowest cost

Azure File Share

Files stored in Azure File Share — accessible as a network share

Best for: Organisations that need SMB-compatible file access alongside BC

Internal — Business Central

Files stored in the BC database (default Microsoft behaviour)

Best for: Small deployments or trial use — no external config required

Built for Every Team That Manages Documents in Business Central

Finance & Accounting

Attach vendor invoices, bank statements, and financial agreements to the exact BC records they belong to — stored in Azure, not the database.

Finance categories are role-restricted so only the finance team can access AR, AP, and bank documents. Compliance-flagged categories protect audit files and agreements.

Cloud storage Category permissions Compliance controls

Procurement & Supply Chain

Attach vendor contracts, POs, quality certificates, and delivery notes. When a PO is posted to a Purchase Invoice, the document follows automatically.

The External Storage Browser lets procurement managers verify every file is where it should be.

Auto document copy Storage Browser Category organisation

Sales

Attach signed quotes, customer agreements, and order confirmations to Sales Orders — automatically copied to posted Sales Invoices.

Sales team members access only Sales-category documents. Sensitive customer contracts can be compliance-protected.

Document copy on posting Role-based permissions Compliance categories

Human Resources

Employee contracts, performance reviews, and disciplinary records in an HR-only category marked as Compliance — requiring a password to open.

Accessible only to HR role users, and permanently audit-trailed.

Compliance controls Role-based permissions Full audit trail

Legal & Compliance

Legal agreements, regulatory submissions, and compliance documentation — secure, traceable, and always retrievable.

Compliance categories with password protection, automatic audit logging, and the Recycle Bin ensure legal documents are protected and recoverable at all times.

Compliance password Audit trail Recycle bin

IT & Operations

IT teams need to control how documents are stored, who can access what, and where files actually live.

The External Storage Browser and Document Management Setup give IT administrators full visibility and control — storage type, delete policies, number series, and permission sets, all from one configuration page.

Storage Browser DMS Setup Permission sets

Why VLC Document Management, and Not Just SharePoint, OneDrive, or a Standalone DMS?

It Lives Inside Business Central

Other document solutions give you a SharePoint folder link attached to a BC record. VLC DMS is different — it's a native Business Central extension. Documents open inside BC. The storage browser is inside BC. Permissions are managed inside BC. Your team never has to leave the system.

Documents Follow Your Process Automatically

When a Sales Order becomes a Sales Invoice, the document comes with it. When a file is deleted, it goes to the Recycle Bin first. When a compliance-sensitive file is accessed, it requires a password. These aren't manual steps — they happen automatically, driven by your Business Central workflow.

Granular Control Without Complexity

Most document tools offer either no access control or complex SharePoint permission structures that require IT to maintain. VLC DMS gives you role-based, category-level document permissions — set up once, enforced automatically. Finance sees Finance. HR sees HR. Legal stays locked.

Feature VLC DMS SharePoint Link in BC Standalone DMS
Native Business Central integration Built-in ⚠️ Link only ❌ Separate system
Auto document copy on posting Automatic ❌ Not available ❌ Manual
Role-based category permissions Granular, built-in ⚠️ SharePoint permissions ⚠️ Varies
Compliance password protection Built-in ❌ Not available ⚠️ Varies
External Storage Browser in BC Built-in ❌ Must open SharePoint ❌ Separate system
Recycle Bin with restore Built-in ⚠️ SharePoint recycle bin ⚠️ Varies
Full audit trail inside BC Auto-generated ❌ Not in BC ⚠️ Separate logs
File naming & conflict prevention DMS number series ❌ Manual ⚠️ Varies
28-day free trial Auto on install N/A ❌ Usually not

Up and Running in Minutes

Install from AppSource

Find VLC Document Management System on Microsoft AppSource and install it into your Business Central environment. A 28-day free trial subscription is automatically created — no setup call, no credit card required.

Configure Storage

Open Document Management Setup, set your Storage Type (Azure Blob Storage recommended), and connect your External File Account with your Azure connection string and container name. Setup Status updates to Completed when you're ready.

Set Up Categories & Permissions

Create your document category tree in Documents by Category. Define Document Permission Sets by role. Assign users to permission sets. Mark compliance-sensitive categories with the Compliance flag.

Start Uploading

Your team uploads files exactly as they always have — through the standard Business Central Attachments panel. VLC DMS handles everything else automatically.

Want to Take Control of Your Business Central Documents?

See VLC DMS in action, start your free trial, or download the full fact sheet with technical specs and configuration details.

FAQ

Frequently Asked Questions

No — it enhances it. Your team continues to upload, view, and download files exactly as they do today, through the standard BC Attachments panel. VLC DMS works transparently in the background, routing files to cloud storage instead of the BC database.

Azure Blob Storage (recommended for optimal performance), Azure File Share, and SharePoint. Internal BC database storage is also supported for trial or small deployments.

Existing internally stored attachments are not automatically migrated when you switch Storage Type to External. Migration from internal to external storage is handled separately — contact VLC Solutions for migration guidance.

A trial subscription is automatically created when you install the app, provided your company email is configured in the Communication tab of Company Information. If not, a notification appears on the Role Center with a link to create a subscription manually.

VLC DMS FULL ACCESS gives users full access to the DMS app including all Setup pages. VLC DMS USER ACCESS gives users access to the DMS app functionality but excludes Setup data — suitable for standard end users.

Yes. The Delete Policy setting in Document Management Setup controls this: Allowed (files and folders can be deleted), Allowed Empty Folder (only empty folders can be deleted), or Prohibited (no deletion from the browser at all).

If the Recycle Bin is enabled, deleted documents are moved there instead of being permanently removed. Administrators with appropriate permissions can restore any file — with full context on who deleted it, when, and from which record.

Yes — the Compliance Password Reset Email field in Document Management Setup allows administrators to trigger a password reset via a designated email address.