If you use document handling in Business Central to email documents, you may run into the error message “No document handling user is configured.” The cause is a missing setup that connects your user ID to a salesperson or purchaser code. You fix it in the Document Handling Setup page by adding that combination for each user, or you disable the signature lookup in the email template so Business Central no longer pulls signature information from the salesperson or purchaser code.
The error appears because the email template is set to take the signature information from the salesperson or purchaser code. When no such code is linked to your user, document handling has nothing to insert and the mail cannot be sent.
Why the “No document handling user is configured” error occurs
When you try to send a mail using document handling and receive the message that no document handling user is configured, it means a setup is missing. The email template is configured to take the signature information from the salesperson or purchaser code. If your user ID has no salesperson or purchaser code connected to it, document handling cannot complete the signature, and the error is the result.
How to link your user to a salesperson or purchaser code
You find the relevant setup by searching for Document Handling Setup. From there, go into the setup per user and open the document handling users. This is where you define the combination between a user ID and a salesperson or purchaser code.
If you see that no combination has been defined for your user ID, look up your user and choose the salesperson or purchaser code that should be connected to it. This needs to be done for every user who wants to email documents using document handling.
How to disable the signature lookup in the email template
Instead of mapping each user to a salesperson or purchaser code, you can change the email template so it does not insert the signature information automatically.
Go into the text templates and mark the documents where you want to disable this behaviour, for example the sales order in English. Open the template card, go to the signature section, and disable Use salesperson or purchaser code from document handling user setup.
Q&A
What does the error “No document handling user is configured” mean?
It means a setup is missing. Your user ID is not connected to a salesperson or purchaser code, and the email template is set to take the signature information from that code, so document handling cannot send the mail.
How do I fix the document handling user error?
Search for Document Handling Setup, go into the setup per user and the document handling users, then add the combination of your user ID and the salesperson or purchaser code that should be connected to it. Do this for every user who emails documents using document handling.
Can I avoid mapping every user to a salesperson or purchaser code?
Yes. Open the text templates, mark the documents you want to change, go into the template card, and in the signature section disable “Use salesperson or purchaser code from document handling user setup.” Then the signature information is no longer inserted automatically.