Go to the eMailer Manager Setup screen Go to the eMailer Manager Batch screen Go to the eMailer Manager Posted Batch screen Go to the eMailer ManagerAddress Book screen View the Add Email Account help topic View the View Email Accounts help topic View the Default Email Accounts help topic View the Address Book help topic View the Initialize Documents Setup section View the Manage Documents section Go to the View Document section Go to the Initialize Document section Go to the View Document section Go to the Initialize Document section

Document Setup

Screen location: Business Central Home → eMailer Manager → eMailer Manager Setup → Document Setup

This screen is used to configure the parameters and templates for sending emails, for each supported document type. This screen will use the Document Setup Scope setting (user or shared) defined in the Default Email Accounts screen.

 

Navigating to This Screen

  1. From the Business Central home page, click on the eMailer Manager link in the main menu.

  2. The eMailer Manager sub-menu will appear. Click on the eMailer Manager Setup link.

    eMailer Manager sub-menu

    Click to view full-size image.

     

  3. The eMail Manager Setup screen will appear. Click on the Document Setup link in the main menu.

    eMail Manager Setup Menu

    Click to view full-size image.

     

  4. The Document Setup screen will be shown.

    5. Document Setup Screen

    Click to view full-size image.

 

The Report ID field shows the ID of the report selected for the document to be used to generate the attachment for the document.

 

Additional Menu Options

Click on the three horizontal dots to display the additional menu options.

Additional Menu Options

Initialize Document Setup: Refreshes the list of documents. This is used to check for any missing documents.

Hide Document: Hides documents from any third-party applications. This is enabled for integrated documents only.

Show All Documents: Displays documents that were labelled as "hidden" by the user.

 

View a Document

  1. Select a document by clicking once on its row. That row will be highlighted.

  2. Click on the Manage link from the menu at the top of the screen. A document task bar will appear.

    3. Select and View a Document

    Click to view full-size image.

     

  3. Click on the View icon from the taskbar. The following screen will be shown. From here you can view all of the document data.

    4. View Document Screen

    Click to view full-size image.

 

Edit a Document

  1. Select a document by clicking once on its row. That row will be highlighted.

  2. Click on the Manage link from the menu at the top of the screen. A document task bar will appear.

    3. Select and View a Document

    Click to view full-size image.

     

  3. Click on the Edit icon from the taskbar. The following screen will be shown. From here you can view and edit all of the document data.

    4. Edit Document Screen

    Click to view full-size image.

 

Initialize Document Setup

This screen enables the user to initialize and display the supported document types used by eMailer Manager. When the user installs eMailer Manager for the first time, this screen will be displayed without any document types listed. Once the Initialize Document Setup menu item is clicked, then this action will populate the screen with a list of the supported document types. At this point, the document types can be configured individually. This is a one-time action, that is performed only after the initial installation of eMailer Manager.

Click on the Initialize Document Setup link at the top of the screen.

 

Author Notes: Vinay wants the Initialize Documents section removed, since the details have already been listed above. However, this menu item's functionality should still be documented.