Include signature information

Templates for email body
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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate Watch "the details", if you need detailed knowledge about a specific topic. These videos are only relevant for particular users. The Details This video includes functionality from the app "Document Handling" which is available at Microsoft AppSource. Click to visit AppSource. Document Handling

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Presenter: Christina Fausbøll, Product Manager

The signature in the email body can be defined in different ways.
As a standard, it is set up to dynamically retrieve information based on the document handling user.

In the document handling user, we combine the business central user with a sales or purchaser code.

And the information will be retrieved from there.

It is also possible in this dynamic setup to use the sales or purchaser code from the actual document that we’re sending and use that for base of the signature in the email.

In another video, we’ll explain how you do that.

It is also possible to use a fixed HTML signature which will be used for all emails sent with this template.

How to configure this signature will be shown in another video.