What Document Handling user setup does in Business Central
In Business Central, you can link each user to a salesperson or purchaser code through the Document Handling user setup. This connection controls which signature and contact details appear when a user sends emails through Document Handling. You reach the setup by going to Document Handling setup and opening the Document Handling user setup.
Linking a user ID to a salesperson or purchaser code
In the Document Handling users list, you combine the user’s Business Central user ID with a salesperson or purchaser code. Select your user ID, then look up the salesperson or purchaser code you want to connect it to.
If the person you need is not already in the salesperson or purchaser code list, you can add them directly from there. Once the link is in place, the information on the salesperson or purchaser card is used whenever that user sends an email through Document Handling.
Using the job queue and document-based signatures
If you use a job queue to send your emails, you can choose to take the salesperson or purchaser code from the document itself rather than from the user setup. This is useful when the signature should reflect the person tied to the document instead of the user who triggers the send.
To enable this, turn on the Use document person or purchaser code for signature option in the setup.
Q&A
How do I link a Business Central user to a salesperson or purchaser code?
Open the Document Handling user setup from Document Handling setup, go to the Document Handling users list, select your user ID, and look up the salesperson or purchaser code you want to connect to it.
What happens if the person is not in the salesperson or purchaser code list?
You can add them directly from the salesperson or purchaser code list while setting up the link.
How do I use the signature from the document instead of the user setup?
If you send emails through a job queue, enable the “Use document person or purchaser code for signature” option. This uses the salesperson or purchaser code from the document for the signature.