Sending documents automatically on posting

To reduce the number of manual tasks in the document dispatch process, you can configure Continia Document Output to automatically send documents upon posting. This is configured per customer, meaning that whenever a sales or service document for a specific customer is posted in Microsoft Dynamics 365 Business Central, the document is automatically sent to that customer according to the customer's output profile – no manual action needed.

To set up automatic document dispatch on posting

In order to set up a customer to receive documents automatically on posting, follow these steps:

1. Search () for and select Customers.
2. In the list of customers, click the name of the customer you want to enable the feature for. This opens the Customer Card.
3. In the FactBox on the right, under Document Output > Output Profile, select the three dots on the right to open the Document Output Customer Card.
4. On the General FastTab, in the Send on Posting field, select one of the three options:
   • All: All documents, regardless of type, will be sent automatically on posting.
   • Sales Documents: Only sales documents will be sent automatically on posting.
   • Service Documents: Only service documents will be sent automatically on posting.
5. Search () for and select Email Jobs.
6. Locate the QUEUE email job, and select the checkbox in the Enabled column to enable the Document Output document queue.
7. In the action bar, click Job Queue Entries.
8. In the list of entries, check that the codeunit with the object ID 6175283 is listed. It should be installed automatically when Document Output is set up.

When a document is posted, it will now be automatically pushed to the Document Output document queue, and Job Queue Entries will make sure that it's sent using the template settings and the output profile settings.