In Business Central you can attach related documents directly to an email when you send something like an order confirmation. By default the system asks each time whether you want to include the attachment, but you can change that so the document is added automatically. You configure this in the Document Sending Profile by enabling the option to attach related files for the relevant document type.
Attaching related documents to outgoing emails
When you send a document from Business Central, such as a sales order confirmation, the system can attach a related file that holds master data information. This lets the recipient get both the email and the supporting document in one go.
Out of the box, Business Central prompts you each time you create the email. It asks whether you want to transfer the related document or not. That works fine, but answering the same question on every email quickly becomes repetitive.
Setting documents to attach automatically
Instead of being asked every time, you can set Business Central to attach the document automatically. You do this in the Document Sending Profile. Open the profile, find the document type you want to enable this for, and turn on the option to attach the related files with the master data information.
The result when sending
Once the setting is in place, the behaviour changes immediately. The next time you send your confirmation, you are no longer asked whether you want to attach the document. It is included automatically with the email.
Q&A
How do I attach related documents automatically to emails in Business Central?
Open the Document Sending Profile, locate the document type you want, and enable the option to attach the related files containing master data information. After that the document is attached automatically every time you send.
Why does Business Central ask me every time whether to attach a document?
That is the default behaviour. The system prompts you on each email to confirm whether you want to transfer the related document. You can remove the prompt by configuring the Document Sending Profile to attach the file automatically.
Where do I change the setting for automatic email attachments?
You change it in the Document Sending Profile, where you set the relevant document type to include the related files automatically.