Setting up specific emailing scenarios for each customer or vendor

By standard, Dynamics 365 Business Central provides Document Layouts for each customer and vendor, allowing you to setup emailing specific to each customer or vendor. Good Looking Documents extends upon this feature to bring it in-line with our Document Emailing Profiles, which determines the emailing setup for a specific report that is applied to all customers and vendors.

Step by Step

1. Locate and open the Customers or Vendors page
2. Select Document Layouts
   
   
3. Select or create a record for the desired usage and report, and setup the document layout base on the following fields
   
   
   

   Field	Explanation
   Recipient Type	Specifies the type of recipient emails will be sent to.
   Recipient Name	Specifies the name of the recipient.
   Recipient Email	Specifies the address emails will be sent to.
   CC Email	Specifies the CC email address
   BCC Email	Specifies the BCC email address
   Print when Emailing	Specifies if the document will also be printed when emailing. ''Default'' will match the option specified by the document emailing profile for the report ID.
   Attach from Document	Specifies if the related document attachments and record links of the source document will be attached to the email. ''Default'' will match the option specified by the document emailing profile for the report ID.
   Attach From Doc. Emailing Profile	Specifies if the related document attachments and record links of the document emailing profile will be attached to the email. ''Default'' will match the option specified by the document emailing profile for the report ID.
   Attach From Document Layout	Specifies if the related document attachments and record links of the document layout will be attached to the email.

4. Navigate to the customer/vendor card page, select the required value for Order Post and Email Action, this will specifies which documents will be emailed/printed when selecting 'Post and Email' on documents.