Sending an email directly from a document in Business Central is a quick task once you know the steps. This guide walks through how to send a sales order confirmation by email, including the keyboard shortcut that saves you a few clicks.
How to send an email from a document in Business Central
To send an email from a document, start by choosing Print/Send on the document you are working on. In this example, that document is a sales order.
From there, select Send Confirmation on the sales order. This prepares the confirmation for sending.
You can also trigger this directly using the keyboard shortcut Shift + Ctrl + S, which gets you to the same place without navigating through the menu.
Sending the email based on your email template
Once you select Send Confirmation, Business Central creates the email automatically based on your email template. You do not have to write the message from scratch each time.
When the email is ready, send it by pressing Send Email.
Q&A
How do I send an email from a document in Business Central?
Open the document, choose Print/Send, and select Send Confirmation. Business Central creates the email based on your email template, and you send it by pressing Send Email.
Is there a keyboard shortcut for sending a confirmation in Business Central?
Yes. Use Shift + Ctrl + S to send the confirmation without going through the Print/Send menu.
Do I need to write the email content myself when sending from a document?
No. The email is created automatically based on your email template, so the content is prepared for you before you send it.