Email Editor (13, Document) - Attachments

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Posted on by Nick Webb

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If I open a Posted Sales Invoice that has an attachment (see example below):

... and select the email action, the Email Editor (13) page is displayed with the invoice auto-inserted in PDF format into the Attachments ListPart at the bottom (as below):

... The aforementioned attachment has been auto-inserted into the Email Related Attachment (8910) temporary table and can be manually added via the 'Add file from source document' action as below:

My question is: Can the attachment be auto-attached as the page is loaded, so it would look like the screenshot below. Taking away the need to click the 'Add file from source document' action.

I ask this because my colleagues have to do this a lot and it would be a really useful shortcut. Thanks in advance for any help provided.

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Business Central

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Valentin Castravet 24,855 Super User 2024 Season 2 on at

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Email Editor (13, Document) - Attachments

As far as I know its not possible using standard functionality to attach it automatically.

If the attachment is not unique to each document, but rather its the same attachment you need to send with every sales invoice then you can use the following functionality instead - Use default attachments in email sent from Business Central | Microsoft Learn.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/