One of the frequent business requirements for emailing public facing documents, like purchase orders, sales order confirmations, invoices, etc., is adding additional attachments to the outgoing D365FO emails. As you will see, Docentric offers strong support for this functionality.
You will find a flexible rule-based setup for configuring additional email attachments on the Docentric Email print destination. Attachments are taken from D365FO Document management attachments, which can be stored on different record types:
- Customer or vendor records,
- Purchase or sales order headers and lines,
- Journal and journal lines,
- Released items.
We prepared a short video that demonstrates this feature. You will see how to add Attachments from released items, sales order lines and sales journal lines to the Sales Order Confirmation email.