eDocument will streamline any Business Central or Dynamics NAV process where an external-facing document is required to be sent via email. Whether it’s sending batches of Customer Statements for the month, Tax Invoices as you Post, or sending a Purchase Order to your Suppliers. You can also customise the setup of each document you want to email – style them with HTML templates, send via Outlook or utilise your SMTP server for batch emailing, even choose whether any supporting documents (Record Links) should also be attached to your email.

Emailing your documents integrates with the standard system process of printing documents; Choosing ‘Post & Print’ from a Sales Order will automatically email a Tax Invoice to any recipients you’ve setup against the customer. Print a Purchase Order and tick the ‘Send eDocument’ option, and watch the emails fly through your Outbox!

eDocument was designed to integrate seamlessly with standard system processes. This method of development means our clients save significant amounts of time by avoiding the need to use additional functionality on top of their day-to-day operations.

Be kind to the environment and your bank account and email your system documents with eDocument.

Knowledge Base Articles

No articles at this time.