Attachments are commonly used in D365FO, but did you know that they are used behind the scenes for storing product and worker images as well as for archiving reports? Did you wonder how to support a new storage type for Attachment Documents such as File […]
Tag: Attachments (13)
Email Invoice and T&Cs with Electronic Signature in D365FO
Docentric gives you the ability to generate electronically signed reports from D365FO. But what if you email your reports and use another feature provided by Docentric, sending the additional report attachments? The report document will be electronically signed, but the additional attachments won’t. What should […]
Send Sales Order Confirmation Emails with Item Attachments
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 […]
Append PDF Product Specifications to Printed Purchase Orders in D365FO
Let’s say that we want to print purchase orders with all corresponding product specifications appended at the end of output document generated in PDF format. We will assume that product specifications are PDF documents stored as Attachments (Document management) of built-in Products in D365FO. In […]
Email an invoice with additional attachments from D365FO
This article describes a setup-based solution for emailing reports with additional attachments from D365FO. We will show a step-by-step configuration which enables you to email an invoice with Terms & Conditions and product specification as additional attachments from D365FO. Before writing this post, I tried […]