--- id: video/CCIGX86ljYQ type: video title: "What's New: Document Preview in E-Documents (2025 release wave 1)" summary: "Document preview in Business Central E-Documents (2025 release wave 1): incoming XML e-documents can be reviewed before or after processing. The video demos the extracted data view, the e-document lines subform, and embedded PDFs stored as attachments. It also covers the one-step and two-step processing options." tier: official language: en tags: - e-documents - electronic invoicing - document preview - accounts payable - compliance - xml parsing - vendor documents - purchase invoice - automation - pdf attachments system: purchasing review: state: reviewed by: opus at: "2026-10-07T23:00:35.604Z" flags: [] generated: at: "2026-10-07T23:00:35.648Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: 9a7690dcc798e5ca2fc5476b3d183134fc1c3b8e72b74a41b68a3ef930058ed2 evidence: - kind: video url: https://www.youtube.com/watch?v=CCIGX86ljYQ&t=29s title: "What's New: Document Preview in E-Documents (2025 release wave 1)" date: "2025-04-01T15:00:20.000Z" commit: null t: 29 quote: First, this is something what is required if you want to be compliant in many countries. - kind: video url: https://www.youtube.com/watch?v=CCIGX86ljYQ&t=66s title: "What's New: Document Preview in E-Documents (2025 release wave 1)" date: "2025-04-01T15:00:20.000Z" commit: null t: 66 quote: we couldn't review incoming document before processing. Even if you could go back you couldn't see details. - kind: video url: https://www.youtube.com/watch?v=CCIGX86ljYQ&t=110s title: "What's New: Document Preview in E-Documents (2025 release wave 1)" date: "2025-04-01T15:00:20.000Z" commit: null t: 110 quote: now you can review this document before processing or after processing never mind you can see original document. - kind: video url: https://www.youtube.com/watch?v=CCIGX86ljYQ&t=127s title: "What's New: Document Preview in E-Documents (2025 release wave 1)" date: "2025-04-01T15:00:20.000Z" commit: null t: 127 quote: now in a electronic documents we have actually reading this XML. So you will have extracted information from your vendor document - kind: video url: https://www.youtube.com/watch?v=CCIGX86ljYQ&t=157s title: "What's New: Document Preview in E-Documents (2025 release wave 1)" date: "2025-04-01T15:00:20.000Z" commit: null t: 157 quote: small feature but extremely important because now you can preview before processing and posting in a business central uh upcoming uh documents. - kind: video url: https://www.youtube.com/watch?v=CCIGX86ljYQ&t=286s title: "What's New: Document Preview in E-Documents (2025 release wave 1)" date: "2025-04-01T15:00:20.000Z" commit: null t: 286 quote: you can transfer XML to readable to human readable uh information and plus we have this embedded PDF - kind: video url: https://www.youtube.com/watch?v=CCIGX86ljYQ&t=335s title: "What's New: Document Preview in E-Documents (2025 release wave 1)" date: "2025-04-01T15:00:20.000Z" commit: null t: 335 quote: we have six different sessions related to e documents. So please watch another session to understand what is improved in this area. links: learn: [] objects: - object/page/51 features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: CCIGX86ljYQ channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=CCIGX86ljYQ published_at: "2025-04-01T15:00:20.000Z" duration_s: 350 captions: full audience: - functional consultant - administrator - end user chapters: - t: 0 title: Introduction to E-Documents improvements - t: 19 title: Background on electronic documents and compliance - t: 41 title: Previous limitations with XML-only review - t: 77 title: One-step vs two-step processing options - t: 110 title: Document preview and extracted information - t: 157 title: Feature summary and demonstration setup - t: 169 title: E-document card and lines display demo - t: 229 title: Extracted data view and PDF attachments - t: 276 title: Summary of document preview capability - t: 317 title: Call to action for related sessions features: - name: Document preview in e-documents status: unclear t: 110 verified: false status_source: video - name: Two-step e-document processing status: unclear t: 77 verified: false status_source: video - name: Extracted data view for e-documents status: unclear t: 229 verified: false status_source: video - name: Embedded PDF attachments in e-documents status: unclear t: 248 verified: false status_source: video - name: E-document card improvements status: unclear t: 248 verified: false status_source: video - name: E-document lines subform status: unclear t: 198 verified: false status_source: video objects_mentioned: - page e documents - page e document card page - page purchase invoice quotes: - t: 29 text: First, this is something what is required if you want to be compliant in many countries. check: exact - t: 66 text: we couldn't review incoming document before processing. Even if you could go back you couldn't see details. check: exact - t: 110 text: now you can review this document before processing or after processing never mind you can see original document. check: snapped - t: 127 text: now in a electronic documents we have actually reading this XML. So you will have extracted information from your vendor document check: exact - t: 157 text: small feature but extremely important because now you can preview before processing and posting in a business central uh upcoming uh documents. check: exact - t: 286 text: you can transfer XML to readable to human readable uh information and plus we have this embedded PDF check: exact - t: 335 text: we have six different sessions related to e documents. So please watch another session to understand what is improved in this area. check: exact --- # What's New: Document Preview in E-Documents (2025 release wave 1) > Document preview in Business Central E-Documents (2025 release wave 1): incoming XML e-documents can be reviewed before or after processing. The video demos the extracted data view, the e-document lines subform, and embedded PDFs stored as attachments. It also covers the one-step and two-step processing options. [Watch on YouTube](https://www.youtube.com/watch?v=CCIGX86ljYQ) · Microsoft Dynamics 365 Business Central (YouTube) · 2025-04-01 · 5:50 · tier official · reviewed (checked by Opus) ## Overview The video explains why reviewing incoming electronic documents matters, since this is required for compliance in many countries. Before, users could not review an incoming document before processing, and even afterwards they could not see its details. Now the XML is read and its content is shown in a human-readable form. The demo walks through the e-document card with new fact boxes, a lines subform, an extracted data view with header and line information, and PDFs embedded in the XML shown as attachments. It also describes the two-step processing option, and points viewers to six other e-document sessions. ## Key points - Incoming e-documents can be previewed before processing, so users can inspect vendor data before a purchase invoice is created. - The extracted data view (Related > View extracted data) shows header and line information read from the received XML. - One-step automatic processing remains the default, but it can be turned off. In two-step processing, the document is first imported, and the user then decides whether to process it into a purchase invoice. - PDFs embedded in XML e-documents are extracted automatically and stored as attachments, which can be opened from the e-document card. - The e-document card has an improved fact box (the captions say service and locks are shown there) and an attachments fact box. - A new lines subform on the e-document card shows the lines received in the XML, for both processed and unprocessed documents. In the demo, the purchase invoice created from the e-document showed the lines with GL accounts set. - The presenter says six sessions cover e-documents in this release wave. ## Chapters - [0:00](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=0s) Introduction to E-Documents improvements - [0:19](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=19s) Background on electronic documents and compliance - [0:41](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=41s) Previous limitations with XML-only review - [1:17](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=77s) One-step vs two-step processing options - [1:50](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=110s) Document preview and extracted information - [2:37](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=157s) Feature summary and demonstration setup - [2:49](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=169s) E-document card and lines display demo - [3:49](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=229s) Extracted data view and PDF attachments - [4:36](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=276s) Summary of document preview capability - [5:17](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=317s) Call to action for related sessions ## Features | Feature | Status | At | |---|---|---| | Document preview in e-documents | status not stated, demoed | [1:50](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=110s) | | Two-step e-document processing | status not stated | [1:17](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=77s) | | Extracted data view for e-documents | status not stated, demoed | [3:49](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=229s) | | Embedded PDF attachments in e-documents | status not stated, demoed | [4:08](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=248s) | | E-document card improvements | status not stated, demoed | [4:08](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=248s) | | E-document lines subform | status not stated, demoed | [3:18](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=198s) | ## AL objects mentioned As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named. - page "e documents" at [2:49](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=169s) - page "e document card page" at [3:18](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=198s) - [page 51 "Purchase Invoice"](../objects/page/51.md) at [3:33](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=213s) Not found in BC28-30: page "e documents", page "e document card page". ## Quotes - [0:29](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=29s) "First, this is something what is required if you want to be compliant in many countries." - [1:06](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=66s) "we couldn't review incoming document before processing. Even if you could go back you couldn't see details." - [1:50](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=110s) "now you can review this document before processing or after processing never mind you can see original document." - [2:07](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=127s) "now in a electronic documents we have actually reading this XML. So you will have extracted information from your vendor document" - [2:37](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=157s) "small feature but extremely important because now you can preview before processing and posting in a business central uh upcoming uh documents." - [4:46](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=286s) "you can transfer XML to readable to human readable uh information and plus we have this embedded PDF" - [5:35](https://www.youtube.com/watch?v=CCIGX86ljYQ&t=335s) "we have six different sessions related to e documents. So please watch another session to understand what is improved in this area." Presenters (as heard): Alexander, Magnus.