Frequently Asked Questions
Setup
- Where do I get the Middleware URL?
- Do I need to approve anything before merging will work?
- How do I choose which reports are merged?
Usage
- Which attachments are merged?
- Does the merge work for batch printing?
- What happens if the merge service is unavailable?
Errors & Troubleshooting
Setup Answers
Where do I get the Middleware URL?
NAV-X provides the Middleware URL for your environment when your subscription is activated. Enter it on the Document Attachment Merge Setup page. See Getting Started.
Do I need to approve anything before merging will work?
Yes. Because document content is sent outside your Business Central environment to the NAV-X merge service, an administrator must approve the NAV-X Document Attachment Merge privacy notice on the standard Privacy Notices page before any merge is attempted. See Getting Started, Step 2.
How do I choose which reports are merged?
Add a line for the report on the Document Attachment Merge Reports page and keep Enabled checked. See Document Attachment Merge Reports.
Usage Answers
Which attachments are merged?
Only PDF attachments that are flagged to flow to the Sales or Purchase document — either attached to the item and marked Flow to Sales Trx / Flow to Purch. Trx, or attached directly to the document line with the same option checked. Attachments of any other file type are left untouched and are never merged.
Does the merge work for batch printing?
No, not by design. If a single print run covers more than one document at once (for example, a multi-select batch print), the output is always left unmerged for every document in that run, so one document's attachments can never be mixed up with another's.
What happens if the merge service is unavailable?
Depends on the Fallback Behavior configured on the Document Attachment Merge Setup page:
- Use Unmerged PDF (default) — the report publishes normally, without the attachments merged in, and no error is shown
- Error — the report stops and shows an error instead
Errors & Troubleshooting Answers
The attachment was not merged into the output
Check each of the following:
- Confirm the report you printed is listed and Enabled on the Document Attachment Merge Reports page
- Confirm the NAV-X Document Attachment Merge privacy notice is approved on the Privacy Notices page — until it is approved, reports print normally with no error, but nothing is ever sent to the merge service
- Confirm the Middleware URL is set on the Document Attachment Merge Setup page
- Confirm the attachment is a PDF file and is flagged Flow to Sales Trx or Flow to Purch. Trx (whichever matches the document)
- Confirm you printed, previewed, or emailed a single document — a multi-select batch print is always left unmerged
- If Fallback Behavior is set to Error, note the error message shown — it will include the underlying reason the merge failed
I want to update my version of the app
When we release a new version, you will receive an in-product notification in Business Central. To update manually, log in to the Business Central Admin Center, select your environment, open the installed apps list, and apply the available update. For detailed steps, see the Microsoft documentation on managing apps.