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Small and medium business | Business Central, N...
Suggested Answer

Email Editor (13, Document) - Attachments

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Posted on by 911
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.
 
I have the same question (0)
  • Suggested answer
    Valentin Castravet Profile Picture
    32,666 Super User 2026 Season 1 on at
    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
     
  • Suggested answer
    YUN ZHU Profile Picture
    100,214 Super User 2026 Season 1 on at
    Hi, The current standard can only achieve the following two points. If you need full automation, this needs to be customized.
    Use default attachments in email sent from Dynamics 365 Business Central
    Dynamics 365 Business Central: Use attachments from document lines while sending emails
     
    Thanks.
    ZHU
  • Nick Webb Profile Picture
    911 on at
    Thanks for your responses but none of the scenarios described fit our requirements. It's not fixed attachments. The files do fit a file-naming convention (e.g. SupportLog_*.PDF) but that's about it.

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