---
title: "Attachments - Lasernet Finance and Operations Connector User Guide"
slug: "attachments"
description: "The Attachments functionality enables users to pick up files linked to specific records within FO and attach them to reports sent with Lasernet."
updated: 2026-03-04T10:24:21Z
published: 2026-03-04T10:24:21Z
canonical: "kb.lasernetgroup.com/attachments"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://kb.lasernetgroup.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Attachments

The Attachments functionality in Lasernet FO Connector enables users to pick up files linked to specific records within Dynamics 365 Finance and Operations and attach them to reports sent with Lasernet.

For more information on the topic, watch our [feature video](/v1/docs/configure-attachments-in-the-lasernet-connector).

## Attachment Settings

When using attachments, you can customize the setup criteria to define how they are used in a report.

Attachment setups for all reports can be found in **Lasernet** > **Setup** > **Overview** > **Attachments**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-Y5WM6Z7U.png)

Attachment setups for a specific report can be found in **Lasernet** > **Common** > **Reports** > **Setup** > **Attachments.**

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-KZPLS1K0.png)

Attachments can be used for various reports; for instance, terms of delivery and terms of sales can be attached to the Sales Confirmation report.

The following example illustrates how an attachment can be set up:

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-Z5EXDG3R.png)

### Skip Generic Attachments

Use the **Skip generic attachments** toggle button to define whether generic attachments are used for the current report (toggle to **Yes**) or not (toggle to **No**).

## Report Attachments

### Attachment From

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-37KFOK0X.png)

- **From attachments**: Will add the attachments (DocuRef/DocuValue) from the table specified in **Attachment reference table**.
- **From archive**: Useful when needing to add existing documents from the **Archive**.
- **Reserved**: Used with context methods and does not require/respect any setup for the attachments, as this is managed through the context method itself.

### Attach

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-QDCJZ0ZN.png)

- **All**: Will add all attachments or documents from the Archive that meet the specified criteria (**Restriction**, **Type,** and **Condition**) for the table specified in **Attachment reference table** only.
- **Last**: Will add the last attachments or document from the Archive that meets the specified criteria (**Restriction**, **Type**, and **Condition**) for the table specified in **Attachment reference table** only.
- First: Will add the first attachments or document from the Archive that meets the specified criteria (**Restriction**, **Type,** and **Condition**) for the table specified in **Attachment reference table** only.

| Command | Description |
| --- | --- |
| Attachment reference table | This table serves as a reference for the attached documents that must be printed with the report. Use this field to define a related source for a report. |
| Restriction | **Internal**: Attachments are restricted to internal use only. **External**: Attachments are restricted to external use only. |
| Type | Identification of document type. Use this field to define a document type: Image, File, Note, URL. |
| ![A white square with black and blue lines Description automatically generated](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-1699525595161.png) | Add custom fields. |
| Document type | Description of current document type. Use this field to add a description of the document type defined in the **Type** field, which is relevant for using overlays: All types, Original, Copy, Pro forma, Pro forma copy. |
| PDF | Add the attached document if the delivery destination is **Screen** or **Email**. Not applicable for the **Lasernet Screen** option. |
| Printer | Add the attached document if the delivery destination is **Print**. |
| Fax | Add the attached document if the delivery destination is **Fax**. |
| Custom port | Add the attached document if the delivery destination is **Custom**. |
| Description | Use this field to provide a meaningful description of an attachment. |
| Deliver as Base64 | Use this field if you want to embed the document into the XML file as Base64. |

## Condition

A condition can be used to further control when an attachment should be picked up.

- **None**: No condition.
- **Query**: Can use query filters and ranges. If the query filters or ranges are met, this attachment setup will be processed; otherwise, it will be skipped.
- **Code**: Can use an expression. Will process this attachment setup if the code condition expression is **True** or **1**, and skip this attachment setup if the code condition expression is **False** or **0**.

## Attachments via URL vs. Base64

The Lasernet server handles attachments. There are two ways the Lasernet server processes attachments: they can be embedded in the XML file, or retrieved from a URL.

The following is an example of an XML file available from a URL in the Azure Storage:

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-6GHUUL5U.png)

This, instead, is an example of an embedded XML file:

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-5OG87DIH.png)

## How to Set Up Attachments for a Query Report - Example

1. Identify the table to which you will attach the file.
2. Navigate to the Dynamics 365 FO form where the attachment is located. In this example, we want to add attachments to the Sales Confirmation journal, so we will navigate to **Sales and Marketing** > **Sales Orders** > **Order Confirmation** > **Sales Order Confirmations**.
3. Click the **Attachment** icon on the Menu bar.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-ONX5LXQH.png)

1. On the **Attachments** form that opens, right-click anywhere on the form to bring up the **Form Information** menu. Select **Form Name: DocuView**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-9O9LWLIN.png)

1. A **Form information** form will open. Scroll down to the **Query Statement** field in the **Administration** FastTab. Copy the value for **RefTableId**. This is the reference table ID.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-E10GQDFI.png)

1. You will need to identify the table name from the ID. For more information, reference our article [How Do I Find a Table Name Using the Table ID for Docuref and Attachments?](/v1/docs/find-table-name-using-table-id-for-docuref-and-attachments). In this example, the reference table ID corresponds to the **CustConfirmJour** table:

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-KZBSZOHU.png)

1. Navigate to the report in **Lasernet** > **Common** > **Reports**.
2. Select the report query from the list and then click **Query wizard** from the Action pane.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-2L48GTOP.png)

1. In the Query Wizard, add the reference table identified in the previous steps.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-01J96ZP7.png)

1. Click **Finish** on the Query Wizard and then click **Attachments** from the Action pane.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-BCE31UEL.png)

1. Add a new record and select the **Attachment reference table**. This is the reference table we have identified and added through the Query Wizard. In our example, table **CustConfirmJour**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-FRM9RYZE.png)

1. Select **From attachments** in the **Attachment from** field. This will add the attachments from the table specified in **Attachment reference table**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-QRVHH1UB.png)

1. Select **All** in the **Attach** field to add all attachments that meet the specified criteria (**Restriction**, **Type**, and **Condition**).
2. Specify the **Restriction**, **Type**, **Document Type**, and enable **PDF**, **Printer**, **Fax, and Custom Port** as shown below. We will leave **Deliver** as **Base64** disabled.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-JFZHWD2J.png)

1. Close the **Attachments** form, navigate to **Sales and Marketing** > **Sales Orders** > **Order Confirmation** > **Sales Order Confirmations**, and identify your sales order confirmation with attachments.

Note

This example assumes you have already added the needed attachments in Dynamics 365 Finance and Operations. If you have not already added the attachments, review our [Document Handling](/v1/docs/document-handling) documentation.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-322WNMCS.png)

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-IZVVTGJ1.png)

1. Send the report to a Lasernet destination other than **Lasernet Screen**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-UAUDJFWQ.png)

1. If archiving is enabled, navigate to **Lasernet** > **Common** > **Archive** and preview the XML. Notice that the XML contains attachment details in the **JobInfo** section. Lasernet processes this information to retrieve the attachments.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-6WFGCC4U.png)

1. The report is sent along with its attachment.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-QPYI4G7T.png)