XML Attachments for Documents

Overview

This functionality optimizes the handling of digital documents in Microsoft Dynamics 365 Business Central by storing posted purchase and sales documents as XML instead of PDF. While standard Business Central attaches a PDF layout of the document when Digital Document is enabled, this solution replaces the PDF with an XML document that contains the full document information in a more efficient format.

By using XML as the digital document attachment, organizations can significantly reduce storage usage while still ensuring that all document data is retained and available for documentation, audit, and compliance purposes.

Key Benefits

• Reduced Storage Usage – XML files require significantly less storage than PDF documents.

• Complete Document Information – All relevant document data is preserved in the XML format.

• Improved Performance – More efficient document storage supports better system performance over time.

• Automatic Handling – The functionality is applied automatically during document posting for both purchase and sales documents.

* Before using this functionality, it is recommended to verify with your own auditor or accounting advisor that the use of XML documents meets your specific accounting and compliance requirements.