Freeze Setup

In the FREEZE setup, both the connection to the Freeze Archive System and the processing within the app are set up.

Menu

Home

Copy Setup

This is used to copy the setup to another company.

Upload Placeholder

This function is used to upload a placeholder for file types that the PDF viewer cannot display.

Navigation

Document Class Setup

This menu item takes you to the setup for the document classes.

OAuth 2.0-Setup

The users and their access tokens for OAuth 2.0 authentication are managed in this menu item.

User Setup

You can access the user assignment to the OAuth users via this menu item.

Additional Search Queries

Setting up additional search queries is particularly useful if you want to display archive folders that have not been archived via Freeze in BC. However, there are also other use cases.

FastTabs

General

You can activate/deactivate the use of this app in this FastTab.

 

API

The URL of the FREEZE system is specified in this fast tab. The default archive storage and the default authentication are also stored. You can also specify here how many archive data records should be displayed simultaneously during searches.

Archiving

Settings can be made here as to what should be archived automatically.

Automatic archiving after posting a receipt. Printing and archiving in one step. Archiving of emails with attachments if they are sent via the BC Email module.

Field Descriptions

General

• Activated: Enables or disables the Freeze app for the current company.
• Attachments mandatory: When enabled, attachments are required when manually archiving a record.
• Validate Attachment Filesize: When enabled, the system validates that no attachment has a file size of 0 during manual archiving. This helps prevent archiving defective files.
• Max Results: Specifies the maximum number of search results to retrieve (topn parameter).
• Search Mode: Controls which versions are displayed in archive searches. Possible values: Default (store configuration), All Versions, Newest Version Only.
• Maximum Recent Records: Specifies how many recently archived records per document are shown in the "Recent Entries" FactBox (default: 5).

API

• URL: The base URL of the connected FREEZE archive system.
• Default Authentication: The OAuth 2.0 authentication used by default for API access.
• Default Store: The archive store used by default for searching and archiving.
• Records per page: Number of records (folders) displayed per page in search results (default: 15).
• Alternative PDF Viewer URL: For on-premises environments with restricted internet access, an alternative URL for the PDF viewer can be specified. This field is hidden by default.

Archiving – General

• Archive Attachments: Archives attachments linked to the corresponding record in Business Central.
• Archive Incoming: Archives incoming documents linked to the record in Business Central.
• Archive Email & Attachments: Archives email attachments sent via the BC email module, e.g. for posted documents, quotes, or orders.

Archiving – Purchasing

• Archive after Posting: Enables automatic archiving of purchase documents after posting.
• Archive Outgoing: Additionally archives outgoing standard reports after posting. The print count is incremented in the process.
• Purchase Invoice: Archives outgoing purchase invoices after posting.
• Purchase Cr. Memo: Archives outgoing purchase credit memos after posting.
• Purchase Receipt: Archives outgoing purchase receipts after posting.
• Purchase Ret. Shpt: Archives outgoing purchase return shipments after posting.

Archiving – Sales

• Archive after Posting: Enables automatic archiving of sales documents after posting.
• Archive Outgoing: Additionally archives outgoing standard reports after posting of sales documents.

Archiving – General Journal

• Archive after Posting: Archives the resulting G/L Register after posting a General Journal.