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After the first installation, it is possible to create and email from Business Central using many different entities. |
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For the already-installed buttons, see: https://documizers.atlassian.net/wiki/spaces/DBBC/pages/1552318495/Starten+vanuit+Business + Central Buttons |
2. Select ‘Actions’ → ‘DocuBuilder’ → [
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Quote]
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3. Select the desired template
Because we started from Sales Offers Quotes (for this example), DocuBuilder shows Sales Offers Quotes in the standard configuration.
Select a ‘Lay-out 1’out’, then click [OK]
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Later, choose Lay-out 2 and Lay-out 3, to choose the desired corporate identity. |
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4. Settings for document generation
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After a corporate identity is selected, the previous template screen will not be shown anymore and information will be given to Business Central (with no wait time). |
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A1. Shows the dedicated template
B2. Shows information retrieved from Business Central
C3. Has the document to be sent as PDF as attachment as well? yes/no
D4. [Generate]
5. Settings for sending emails
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Before the email will be sent, many parts are configurable. Initially, the standard configuration settings are used that are set by DocuBuilder. |
A1. Name and email address of the sender
B. Email address of the recipient
C. Send document as PDF attachment / MS Word attachment / email text
D. Subject of the email
E. Supportive Body text email text
F. [Next] (generate the email and send via emailit)
6. Customizing the email attachment in MS Word
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Do you want to edit the document in the interimbefore you send it? Make sure to download the DocuBuilder Client software in MS Word. |
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In a later stage, it is possible to hide certain fields per document profile (sales offers / invoices / etc.). |
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[Edit documentsmaster document] opens a the generated document in MS Word
[Generate] sends a generated document per email (to the recipient)
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Review Lay-out 1 and make a new choice between Lay-out 2 and Lay-out 3. |
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8. Edit the MS-Word document and send the revised document with DocuBuilder Client
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