When you email a document from Business Central, you normally get a preview where you have to confirm before the email is sent. With the Document Handling app you can change that. You can configure Business Central to send emails directly without asking for confirmation first.
You set this up using the “Sent without request” mark. You can configure it on the document level, the language level, and the customer or vendor level. The document level always overrules what you have set on the customer or vendor level.
You can differentiate by language. For example, you can choose to preview Danish sales orders but send English sales orders directly without a preview.
Sending documents by email without a preview in Business Central
A common question from customers is why they need to preview the email at all when emailing a document. Sometimes you just want Business Central to send it. With the Document Handling app, you can do exactly that.
The setting that controls this behaviour is the “Sent without request” mark. When it is active, the email is sent directly without the preview step that normally requires you to confirm.
Configuring email sending on the document and language level
In the Document Handling Simple Text setup, you can define for each document and each language whether the email should be sent without a request. This gives you fine-grained control over how different documents behave.
Because the setting can be combined with language, you can treat different markets differently. You might want to preview your Danish sales orders to check them before they go out, but send your English sales orders directly without a preview. You can also reverse this, so it works the other way around. The choice is yours per document type and per language.
Configuring email sending on the customer and vendor level
You can also set the “Sent without request” mark on the customer or vendor level. You do this in the email receiver setup on the customer or vendor, which also has the “Sent without request” mark.
This means you have several ways to control the behaviour:
- On the document level
- On the document level combined with language
- On specific customers or specific vendors
How the settings override each other
When you use settings on more than one level, the document level always overrules what has been set on the customer or vendor level. So if you have configured something on a customer but the document level says otherwise, the document level wins.
In practice, this lets you set a general rule on your customers and vendors, and then make exceptions on specific document types where you want different behaviour.
Q&A
Can I send emails from Business Central without previewing them first?
Yes. With the Document Handling app you can configure Business Central to send emails directly without the preview step. You do this with the “Sent without request” mark.
Can I preview some documents but send others directly?
Yes. You can define the “Sent without request” setting per document type and per language. For example, you can preview Danish sales orders while sending English sales orders directly without a preview.
Where do I configure the “Sent without request” mark?
You configure it in the Document Handling Simple Text setup on the document and language level. You can also set it on customers and vendors in the email receiver setup.
What happens if the customer setting and the document setting conflict?
The document level always overrules the customer or vendor level. If they disagree, the document level setting applies.