Generate documents from Business Central 2
- Jack Kuijper
After the initial installation, it is possible to create and email documents from many entities of Business Central.The administrator can customize his/her own settings here.
Table of Contents
- 1 2. Select "Actions" → "DocuBuilder" → [Quote].
- 2 3. Select the desired template
- 3 4. Settings for document generation
- 4 5. Settings for email transmission
- 5 6. Customizing the email attachment in MS Word
- 6 7. The result of Layout 1 in MS Word
- 7 8. Modify the document MS-Word and send the modified document with DocuBuilder Client
Step by Step
In Business Central, go to an entity. For example, 'Sales Quotes' and select a Sales Quote.
For the already preinstalled buttons see: Starten DocuBuilder vanuit Business Centralarchived
2. Select "Actions" → "DocuBuilder" → [Quote].
3. Select the desired template
Because it was started from Sales quotations, DocuBuilder displays the existing Sales quotations in the default configuration.
Select 'Layout 1' and enter [OK].
Later, choose Layout 2 and Layout 3, to determine the desired house style.For an overview of the installed house styles see: House styles
4. Settings for document generation
Data is automatically retrieved from Business Central.
A. The selected template again.
B. Data from Business Central
C. Should document be sent as PDF in attachment via email - y/n
D. [Generate]
5. Settings for email transmission
If chosen to send the document as a PDF in the attachment of an email
A. Name and email address of the sender
B. Email address of the addressee
C. Send document as PDF attachment / MS Word attachment / email text
D. Subject of the email
E. Accompanying email text
F. [Next] (generate the document and send it by email)
6. Customizing the email attachment in MS Word
[Edit document] opens the generated document in MS-Word
[Generate] sends the generated document to the addressee by email