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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/l/c/ZHxVrv55 Business Central Buttons |
2. Select ‘Actions’ → ‘DocuBuilder’ → [Quote]
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Later, choose Lay-out 2 and Lay-out 3, to choose the desired corporate identity. |
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LINK UNCLEAR |
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4. Settings for document generation
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Do you want to edit the document before 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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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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