To use Document Handling in Business Central, you first need to have email accounts set up in the system. Document Handling builds on this standard email setup, so it is worth getting the basics right before you start.
Email accounts are a prerequisite for Document Handling
Document Handling relies on the standard email account setup in Business Central. This means the email setup is not part of Document Handling itself. Instead, Document Handling uses the email accounts you have already configured in the system.
You find the email accounts by searching for “Email Accounts” in Business Central.
Setting up email accounts
The detailed setup of email accounts is covered in a separate video, so we will not go through the configuration steps here. The important point to remember is that the email accounts must be in place before Document Handling can work as intended.
Q&A
Do I need email accounts set up before using Document Handling in Business Central?
Yes. Document Handling relies on the standard email account setup in Business Central. You need to have email accounts configured before you can use Document Handling.
Is the email setup part of Document Handling?
No. The email setup is a standard part of Business Central and is not included in Document Handling. Document Handling simply uses the email accounts you have already configured.
Where do I find the email accounts in Business Central?
You find them by searching for “Email Accounts” in Business Central.