Loginform DocuVault: Cloud-based financial document management for Business Central

Digital financial and business document management – simple, secure, and automated.
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The Loginform DocuVault app enables you to automatically and structurally store your financial and business documents generated in Microsoft Dynamics 365 Business Central – such as invoices, contracts, and performance certificates – securely in the Azure cloud.

The solution integrates directly with Business Central: documents are managed where they are created – there is no need for a separate system, and no manual file handling is required.

Key features

Automatic document storage

Outgoing and incoming invoices, credit notes, sales and purchase documents, item and fixed asset records are automatically stored in the cloud in PDF format.

Integration with BC records

Files can be uploaded and accessed directly from customer, vendor, item, asset, or document cards.

Metadata-based search

Custom tags can be assigned to each file, making it easy to search by partner, date, or document type.

Configurable structure and permissions

Customizable folder structures, file naming rules, and user permissions.

Scalability

Built on Azure Blob Storage or Azure File Share, allowing flexible and cost-effective scaling.

Business benefits

  1. Cost-effective storage: Business Central’s built-in 80 GB storage is limited. Moving documents to Azure eliminates storage constraints at low cost, with optional geo-redundancy.
  2. Faster customer service: all related files are instantly accessible from customer or document records.
  3. Audit-ready: documents are stored in a structured and logged manner – ideal for audits or tax authority inspections.
  4. No development cost: available in a subscription model with immediate usability – no expensive custom development required.

Technological benefits

  1. Powered by Azure: secure, scalable Microsoft cloud solution, even using your own Azure subscription.
  2. Cross-tenant accessibility: files remain accessible even if Business Central and storage run in different Azure tenants.
  3. Full audit trail: all uploads and changes are logged with timestamps and user identification.
  4. Automatic operation after posting: the system automatically attaches related files to posted documents with the correct naming and structure.
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General benefits of Loginform Microsoft Dynamics 365 Business Central apps

Loginform DocuVault – Cloud-based financial document management for Business Central

This add-on – like all Loginform apps – is a fully compatible, reliable, and regularly updated extension for Microsoft Business Central.

Key advantages:

  • Automatic updates aligned with the latest BC versions.
  • Continuous improvements with new features.
  • No additional development cost – our apps are available in a cost-effective subscription model.
  • Fast deployment – after installation, configuration can be completed by the client using our provided guide.
  • Independent usability – available to any Business Central user, regardless of support provider.

Who is it for?

The Loginform DocuVault is ideal for companies that:

  • want to store invoices, contracts, performance certificates, and other financial and business documents digitally and in a structured way,
  • aim to reduce costs, IT administration, and Business Central storage limitations,
  • require fast, up-to-date, and secure document access within their business processes.

Contact our experts!

Get in touch with us and discover how Loginform DocuVault can simplify and bring transparency to your financial document management in Business Central!

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