Document Handling

The app provides you a full-featured solution to send emails with documents attached from Microsoft Dynamics 365 Business Central. Document Handling enables you to easily manage language versioning, edit the email content before sending, personalize, manage multiple recipients etc.

Many system-generated emails are not trusted, because they are not personalized and understandable for the recipient. Don’t let your Invoice be mistaken for a malicious email attachment. It’s bad for your brand – and you don’t get paid.

It’s everything you need to send email with attached documents from Business Central.

Document Handling

Introduction to Document Handling

First, watch this video that introduces you to the functionality of the Document Handling app. After this, you can dive into the many detailed videos about the specific functionality areas.

Document Handling