Output profiles
An output profile defines how Document Output sends documents to a specific customer or vendor. In the Document Output FactBox, which is attached to all customers and vendors, you can see how Document Output will distribute documents for that customer/vendor. Each customer/vendor can only have one output profile.
As default it's possible to select Print, Email, or Peppol as distribution method. If this field has no value, Document Output will ignore documents intended for this vendor or customer
This video is part of the course Get started using Document Output on Continia Learn.
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From Document Output version 2024 R2, the output profile has been added directly to the posted Business Central document. The process of using the actual posted value began with the introduction of the Handled(DO) monitoring field, but until December 2024 it was still possible to override the posted output profile value by changing the output profile on the Document Output customer card. This is no longer possible.
The value configured on the Document Output customer card is automatically retrieved and inserted into the draft documents that’s created but only before posting. If a document is posted with a empty value in an output profile, and a value is configured on the customer, there is now a fallback solution where the configured output profile is used.
To create an output profile
You can create your own output profiles, or edit existing ones of course, to suit the needs of your organization, and this process is described below. You could, for example, create an output profile that won't send emails or electronic invoices but will send PDF files directly to a printer in addition to the existing output profiles.
To create a new output profile, follow these steps:
- Search (
) for and select Output Profile. - In the action bar, select New.
- Fill out the fields as necessary. Profile Code is mandatory, but the rest are optional. Below you'll find an explanation of the most important fields.
Important fields in output profiles
There are a number of important fields when you create or edit an output profile, and below you'll find a description of them so you can set up profiles in the exact manner you want to.
Profile Code: Defines the Send Code. It is possible to have identical profile codes if they are combined with different setup options in the Template field.
Template: If this field is left empty, it means that this profile code defaults all enabled templates. If the only value in the field is Statement, it will only apply when statements are sent.
Email: If this field has a value other than Skip, the email template will be used and emails will be generated and sent. PDF means that emails will be generated, and a PDF, based on the report selection in the designated email template, will be attached to the email. XML(e-doc) will generate an XML file and attach this as well. This requires that another field (Sender Profile) is defined to determine the XML format that will be generated. If Email is configured with PDF and XML(e-doc), two files will be attached to the email: A PDF file based on the report selection in the email template and an XML file based on the format that's been selected in the Sender Profile.
Sender Profile: Sender profiles define the format, participation (if any), scheme ID, and/or identifier value to be used for the sending of electronic documents. They're mandatory to set up and assign to output profiles if you want to send documents using Continia eDocuments, and they determine exactly how such eDocuments are to be sent for the output profiles they're assigned to.
Send Through Network: You must select this to enable Continia eDocuments. This is the setting that determines that documents are sent as eDocuments through the Continia Delivery Network.
eDocument Export Folder: Here you can enter the path of the folder in which you want to store XML files. This option is normally used when a third‑party service – typically one that collects files via FTP or a similar method – picks up the file from a folder and sends it through the network. In this scenario, Document Output generates the XML, and the external service handles the transmission.
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Continia eDocuments, sender profiles, and Send Through Network were introduced to Document Output in version 28, so these concepts only apply to Document Output 2026 R1 (v28) and later. The sender profiles feature was a direct replacement of the eDocument Setup Code functionality, so for older versions, the above references to sender profiles refer to the eDocument Setup Code feature instead.
Likewise, the eDocument Export Folder was moved from the eDocument Setup page to the Output Profiles page as of v28 (2026 R1). In older versions, it's named Export Folder.
The rest of the setup fields are configuration fields that are used in connection with special setups required for supporting the ZUGFeRD/Factur-x formats.
To enable output profiles to send eDocuments
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This only applies to Document Output 2026 R1 (v28) and later, and only if you have the Enhanced Continia eDocuments feature enabled. For more information, see New Document Output framework.
Once you've set up a sender profile, you can assign that sender profile to an output profile and enable Document Output to send eDocuments using that output profile.
To enable an output profile to send documents via Continia eDocuments, follow these steps:
- Search (
) for and select Output Profiles. - In the action bar, select Edit List.
- Select the output profile that you want to configure, for example Peppol BIS3 Invoice.
- Under Email, if you only want to send eDouments and nothing else through the network, select Skip, and be sure not to select the boxes under Create PDF/A and Print.
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To trigger additional simultaneous actions when eDocuments are sent, select other options here. For example, if you want to have emails with attachments (PDF, XML, or both) generated for every eDocument that's sent, select PDF, XML (e-doc), or PDF and XML (e-doc) under Email. And if you want to have eDocuments sent to print as well, simply select the box under Print. Technically, any combination of options is possible.
- Under Sender Profile, select the sender profile that you want to assign to the output profile.
- Select the box under Send Through Network. This is what determines that documents are sent as eDocuments through the Continia Delivery Network.
- Repeat steps 3-6 for all templates that you plan to send eDocuments with.
You've now enabled one or more output profiles to send eDocuments. The next step is to assign these eDocuments-enabled output profiles to your customers, thereby setting them up to use Continia eDocuments.
To exclude recipients with no output profile from being serviced by Document Output
Instead of having to create and apply an output profile with Skip as the only setting, the option to exclude recipients with no output profile from being serviced by Document Output can be found in the Document Output Setup in the form of a toggle.
If you wish to exclude recipients with no output profile from being serviced by Document Output, here's how you do it:
- Choose the
icon, enter Document Output Setup, and then choose the related link. - In the General FastTab, toggle the switch Skip Email if no Output Profile to enable/disable the feature as desired.
To embed files in XML documents
You have the option of embedding the PDF version of a document – such as an invoice or a credit note – and/or files attached to such documents in an XML file. This way the receiver may extract the PDF version for easy viewing and archiving or extract any other file embedded in the XML. In Document Output, you can do this using output profiles and email templates.
To embed a report PDF and/or file attachments in an XML file, follow these steps:
- Choose the
icon, enter Output Profiles, and then choose the related link. - In the Embed Documents in eDocument column, select one of the following:
- Report (for PDF reports)
- Attachments (for any of the files filtered from the Business Central document record)
- Both (for a combination of the two options above)
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If Attachments or Both is selected, you must activate Include Document Attachments and/or Include Document Line Attachments in the corresponding template. If Report is selected, the corresponding template must be set up to generate the correct PDF file.