Generate documents from Business Central

Owned by Jack Kuijper
Last updated: 21 Sept 2022
3 min read

After the first installation, it is possible to create and email from Business Central using many different entities.
The administrator can change these in his/her settings.

Content

Step by step

1. Within Business Central, go to an entity. For example ‘Sales Offers’ and select a Sales Offer.

For the already-installed buttons, see: Business Central Buttons

2. Select ‘Actions’ → ‘DocuBuilder’ → [Quote]

3. Select the desired template

Because we started from Sales Quotes (for this example), DocuBuilder shows Sales Quotes in the standard configuration.
Select a ‘Lay-out’, then click [OK]

Later, choose Lay-out 2 and Lay-out 3, to choose the desired corporate identity.
For an overview of the installed corporate identities, see: LINK UNCLEAR

4. Settings for document generation

The information will be retrieved from Business Central automatically.

1. Shows the dedicated template
2. Shows information retrieved from Business Central
3. Has the document to be sent as PDF as attachment as well? yes/no
4. [Generate]

5. Settings for sending emails

In case you choose to add the document as PDF in the attachment.

1. 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. Body text email text
F. [Next] (generate the email and send it)

6. Customizing the email attachment in MS Word

[Edit master document] opens the generated document in MS Word
[Generate] sends a generated document per email (to the recipient)

7. The result of Lay-out 1 in MS Word

8. Edit the MS-Word document and send the revised document with DocuBuilder Client

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