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Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | Oct 2025 |
Business value
Business Central offers flexible ways to share documents and information quickly and easily. With document sending profiles, you can specify your preferred way to send documents when you post them. For example, you might want to send a document by email or as an electronic document through a service you use. To make the process even more flexible, you can now send documents by email and as an electronic document in one step.
Feature details
Previously, you could either send e-documents through a connector service or download the file and send it by email. Now, you have more options for handling e-documents in sales.
If you choose the Post action from the Sales Order, Sales Invoice, or Sales Credit Memo pages, Business Central posts the document as usual. It can also trigger a workflow to create an e-document. To trigger the workflow, you must configure an e-document workflow for the customer. If you choose Post and Send, Business Central posts the document and triggers the workflow. It also sends the e-document as an email attachment.
Depending on whether you enable the e-documents workflow, choose one of the following models for sending documents in the sales process:
- Select Post from the document and enable Service Integration on the E-Document Service page. The system sends the e-document to the configured access point.
- Select Post and Send from the document and enable Service Integration on the E-Document Service page. The system sends the e-document to the configured access point and as an attachment in an email.
- Select Post from the document and don't enable Service Integration on the E-Document Service page. The system creates the e-document and makes it ready to download.
- Select Post and Send from the document and don't enable Service Integration on the E-Document Service page. The system sends the e-document by email.
Geographic areas
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
Language availability
Visit the Explore Feature Language report for information on this feature's availability.
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