How to: Send Documents as Email
You can send attachments by email from Microsoft Dynamics NAV. An option for sending attachments as email is available from, for example, sales invoices, sales credit memos, sales orders, sales quotes, reminders, and finance charge memos, as well as some posted documents. The option is available in the ribbon and called Email or Post and Email depending on the context. It displays a dialog box that lets you attach the document together with a short message and send this as email directly from Microsoft Dynamics NAV. In the Microsoft Dynamics NAV Windows client you can decide to modify the email more in your default mail program. The default email sender address is based on the settings in the SMTP Mail Setup window. If SMTP is not configured or Outlook is not available, the .pdf file will open instead. The following section illustrates an example of how to send a posted sales invoice as email.
To send a document as email
In the Search box, enter Sales Invoices, and then choose the related link.
Select the relevant sales invoice, and on the Home tab, in the Process group, choose the Post and Email.
In the Edit – Send email dialog box, in the To field, enter a valid email address. The default value is the customer email address.
In the Cc field, specify an email address to have a copy of the email sent to another recipient.
In the Bcc field, specify an email address to have a copy of the email sent to another recipient without that email address and name appearing to other recipients.
In the Subject field, enter a descriptive subject text. The default value is the customer name and invoice number.
In the Attachment field, the generated invoice is attached by default as a .pdf file. Use the lookup button to open the .pdf file.
In the Body field, enter a short message to the recipient.
Select the Edit in Outlook check box to open the email in your default mail program.
Note
This option is only available in the Microsoft Dynamics NAV Windows client.
Choose the OK button to send the email.