Document Setup

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

Use this page to set up how documents are emailed from Business Central. For each supported document type, you can choose which report is used to create attachments, personalize the email message, and decide if emails should be created and sent automatically.

This screen will use the Document Setup Scope setting (user or shared) defined in the Default Email Accounts screen.

Setup options are grouped into easy‑to‑follow sections (General, Report, Email Template, Auto Batch/Send, and Job Queue)* so you can quickly select attachment formats, set default batch names, and schedule automatic email processing when needed.

You can select a custom Report ID, choose attachment formats, set default batch names, and schedule automated email processing using job queues.

*Note: A MEM Entities for Email Sending section is available for users with the latest version of MEM installed, allowing email processing to be restricted to selected MEM entities.

 

Navigation

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.

   

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

   

4. The Document Setup screen will be shown.

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.

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

 

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. 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.

MEM Entities for Email Sending

The MEM Entities for Email Sending function allows you to filter email processing so that only documents matching selected MEM entities are included in batch creation and email sending. This feature works with both the Manual and Job Queue functionalities.

Note: This section is only available for users with the latest version of MEM installed.

Setup

1. Within the MEM Entities for Email Sending section, click Select MEM Entities.

2. Select the checkbox of the corresponding MEM entities you'd like to have filtered.

3. The selected MEM entities are saved as part of the Document Setup configuration. Only the documents that meet the selected MEM Entity filtering criteria will be processed for batch creation and email processing. Any document entities that do not match these filters will be excluded.

Send Workflows

Using the eMailer Manager Action

1. Navigate to the document you'd like sent via email (e.g., Invoice, Order, Reminder).

2. Select the Send by Email using eMailer Manager action.

3. The filter criteria created in eMailer Document Setup is used to automatically process and send the email.

Note: If the document entity does not match any MEM Entity criteria, it will not be processed, and a message will appear indicating that the document was skipped.

Manual Email Send

For instances where an email is sent manually and the document entity does not match any MEM Entity criteria, the email will not be sent, and a message will appear indicating that the records were skipped.

Auto Email Send

When Auto Email Send is enabled (found in the Auto Batch/Send section of the eMailer Document Management Setup page), emails will be sent automatically. For instances where the selected documents do not have a matching MEM Entity, the email will not be sent, and after the invoice is posted, a message will appear indicating that the records were skipped.

Using the eMailer Manager Batch Action

1. Navigate to the Document List page and select multiple records to be sent via email.

2. Select the Send Selected to eMailer Manager Batch action.

3. A new eMailer batch is created and all selected documents are added as batch entries.

4. The filter criteria created in eMailer Document Setup is used to automatically process and send the email.

Note: Documents that do not match the selected MEM entities are excluded from the batch, and a message appears indicating that some records were skipped.

Manual Batch Creation

For instances where manual batch creation is used, the following rules apply:

If all documents have corresponding MEM entities:

• The batch will be created.

If no documents have corresponding MEM entities:

• The batch will not be created.

• A message will appear indicating that all records were skipped.

If only some documents have corresponding MEM entities:

• The batch will be created only for documents that meet the MEM Entity filter criteria.

• All documents that don't meet the filter criteria are skipped.

• A message will appear indicating that some records were skipped because they do not match the selected MEM entities.

Note: If a batch record gets created without any valid documents after the skipped records are filtered, the empty batch will be deleted automatically.

Auto Batch Creation

For instances where Auto Batch Creation is enabled (found in the Auto Batch/Send section of the eMailer Document Management Setup page), the following rules apply:

If all documents have corresponding MEM entities:

• The batch will be created.

If no documents have corresponding MEM entities:

• The batch is not created.

• A message will appear indicating that all records were skipped.

Note: If a batch record gets created without any valid documents after the skipped records are filtered, the empty batch will be deleted automatically.

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.