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Post and Send e-mail

Getting Started with Document Handling
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A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner Watch the "basic" videos to take the tour of the main processes of Business Central. This is the basic, need-to-use functionality. The Basics 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

From the sales order, the sales invoice and the sales credit memo, it is possible to post and send in one go with document handling.

For instance here on the sales order, we go in under posting and choose post and send document handling.

As standard, I will be asked if I want to ship invoice, and ship and invoice.

If I ship an email for the posted sales shipment will be sent.

If I invoice, the posted invoice will be sent.

And if a choose the ship and invoice, both a posted shipment and a posted invoice will be sent.

So two mails.

So just be aware of this when you use post and send.

Now the email will open and I can send them.

If I want the emails to be sent without a request like here, then I need to press send email.

You can enable this on the template card.

This you can see how to do in another video.

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