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Send e-documents via a service and email simultaneously

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Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Users, automatically - Apr 2025

Business value

Business Central offers flexible ways to share documents and information quickly and easily. Document sending profiles let you specify your preferred way to send documents when you post them. For example, you might want to send a document by email or as an electronic document through a service you use. We're adding even more flexibility to the process with the ability to send documents by email and as an electronic document, all in one go.

Feature details

Previously, you could either choose to send e-documents through a connector service or download the file and send it by email. You now have more options for handling e-documents in sales.

If you choose the Post action from the Sales Order, Sales Invoice or Sales Credit Memo pages, Business Central posts the document as usual, but it can also trigger a workflow to create an e-document. That requires you to have an e-document workflow configured for the customer. But, if you choose Post and Send, Business Central does the same but also sends the e-document via email as an attachment.

Depending on whether you enable the e-documents workflow, you can choose one of the following models for sending documents in the sales process:

  • Use the Post action from the document and Service Integration is enabled on the E-Document Service page. The e-document is sent to the configured access point.
  • Use the Post and Send action from the document and Service Integration is enabled in the E-Document Service page. The e-document is sent to the configured access point and as an attachment in an email.
  • Use the Post action from the document and Service Integration isn't enabled in the E-Document Service page. The e-document is created and ready to download.
  • Use the Post and Send action from the document and Service Integration isn't enabled in the E-Document Service page. The e-document is sent by email.

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