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How to consolidate multiple Print Management emails into a single email with Docentric?

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Posted on by Sana Hammami

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I am facing an issue when sending Collection Letters to the customer via email using Docentric.

The Problem:

When D365 F&O processes these documents in a batch job, for example i have a customer who has 10 overdue invoices ,the print destination launch 10 separate times, and the customer ends up receiving 10 individual emails instead of one clean summary.

What I Want to Achieve:

I want to consolidate this process so that the customer receives only one single email containing:

A summarized total of all their overdue amounts in the email body.

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Syed Haris Shah 1,821 Super User 2026 Season 2 on at

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Hi @Sana Hammami,

I'm not sure about Docentric. However, out of the box (OOB), this can be achieved by consolidating all due invoices into a single PDF or Excel attachment. The email body can include static text, and it can also be configured with dynamic content using placeholders, which can be populated through Electronic Reporting (ER).

Regards,

Syed Haris Shah

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Sana Hammami 125 on at

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Thank you for reply @Syed Haris Shah

Well, it’s related to adding the sum of overdue invoices to the email body. As I mentioned below, I defined a step for sending an email to the customer, if a customer has outstanding invoices 10 days after the overdue date, an email will be sent to them containing the total amount of all overdue invoices instead of sending an email for each individual invoice, this group all the remaining amounts that need to be paid.

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Mohamed Amine Mahmoudi 26,811 Super User 2026 Season 1 on at

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Hi @Sana Hammami,

As far as I know, standard doesnt offer this kind of functionality and requires customization.

Best regards,

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Syed Haris Shah 1,821 Super User 2026 Season 2 on at

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Hi @Sana Hammami,

Based on your description, this appears to be related to the ISV Docentric solution rather than the standard product functionality. If this requirement cannot be achieved using Docentric's available features, the Docentric support team would be the best point of contact. They have the expertise to confirm whether this scenario is supported and can provide the most appropriate guidance for a quick resolution.

Regards,

Syed Haris Shah

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André Arnaud de Cal... 306,672 Super User 2026 Season 2 on at

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Hi Sana,

Is this the same question, or is it a coincidence that two persons have the same question in one week? Docentric emails

Please check the other post for some replies.

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