We’re excited to announce Docentric AX 3.5.0, bringing Printing from Journals, Sending to SFTP, Print Archive Cleanup & more.

🎁Free Edition 👉🏽 Print Reports from Common Journals

You can now print reports directly from common journal forms – individually, in bulk, or in batch.
Printing works with or without Print Management and supports on-the-fly setup of report templates and destinations. Currently supported:

• Customer invoice journal – Sales and Free text invoices
• Project invoice journals – All project invoice reports

See articles:

• Print invoices from journals without Print management
• Print invoices from journals in bulk and batch

Learn more how Docentric improves Print management >>

✨Full Edition 👉🏽 Send Reports to SFTP

Reports can now be sent to SFTP servers via the Docentric File print destination.

• Configure SFTP server endpoints with user/password or private key authentication (stored in the database or Azure Key Vault), and optionally define proxy settings.
• When running a report, specify the remote folder path, overwrite rules, and whether to create non-existing folders automatically.

Learn more >>

🎁Free Edition 👉🏽 Print Archive Cleanup

A new Print archive cleanup job helps manage archived report records and their corresponding archived report documents.

You can choose which entries to delete, run the job interactively or in batch, and control document removal per Document type used for archiving. A soft limit of 10,000 records per job is applied to prevent performance issues.

Learn more >>

💫Other Improvements

• Suppress document routing: Prevent accidental printing to network printers – especially useful in UAT or test environments.
• Emailing updates: Send messages with only Cc/Bcc recipients and use a new data entity for Improved Collections process automation emailing.
• Extended SharePoint security: Choose an access mode (interactive, on-behalf-of, or app-only) when testing access to the default SharePoint server or any SharePoint URL.
• Improved utilities: Docentric Query Browser enhancements are now applied to the built-in Advanced filter or sort form (available under Page options on every form in D365FO), along with Docentric Label Browser bulk label copy and smarter registration of reports in the Docentric report setup.

Read the complete release notes >>
Download Docentric 3.5.0 >>

👀A Sneak Peek into the Docentric AX Roadmap: What’s Next

The upcoming Docentric AX releases will expand document generation, post-processing, and delivery capabilities across both Free and Full Editions.

Key roadmap items include:

• Generated Report Attachments – Configure additional reports to generate automatically with the master report, based on Docentric templates, SSRS designs, or ER formats.
• Merging and PDF Embedding – Combine or embed Loaded and Generated Attachments with the master report, enabling ZUGFeRD and similar hybrid PDF scenarios.
• Excel Support – Add support for Excel templates and Excel output.
• ER-CBD and e-Invoice Printing – Print ER-CBD and e-Invoice formats using Docentric print destinations. All Docentric Free Edition features currently applied to SSRS will apply to ER formats as well. 😍
• Business Event Integrations – Automate sending generated report documents or e-Invoices (for example, to Peppol Access Points) via Logic Apps or custom APIs, extending the SFTP delivery introduced in version 3.5.0.

Very exciting times are ahead of us 🤩. What can you do? Stay tuned!

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