Send email without request

Examples of User Stories solved with Document Handling
Video 4/7
  • Helpful
  • Not helpful
  • Needs update
  • Technical error
A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner Videos with the tag "Commonly Used" describes the functionality that is used by most companies. Commonly Used This video includes functionality from the app "Document Handling" which is available at Microsoft AppSource. Click to visit AppSource. Document Handling

Playlists  Manage

Log in to create a playlist or see your existing playlists.

Open Playlist
Presenter: Christina Fausbøll, Product Manager

When emailing a document, some customer asked me why do I need to preview the email, I just want Business Central to send it.
And with document handling, we can set it up, we can configure that the email is just sent without a request.

This can be done on a document level in document handling simple text setup.

Here, we can for each document and language code define if the mail should be sent without request.

We can define between the languages saying I would like to see the Danish sales orders but not the English sales orders or the other way around.

So if I go back on my sales order, and we can see I have sent one email before and I now email it.

The email has been sent without the preview being shown.

The send without request mark can also be set on the customer or vendor level but the document level will always overrule what has been set on the customer or vendor level.

And on the customer, I set it up on the customer, you can set it up in mail receiver setup.

Where we also have the mark send without request.

So we can both define it on that document level, document level combined with language, or we can set it up for specific customers or specific vendors.