Icon_Send automatically and add security

Send automatically and add security

  • 28 min.
  • Module
  • 7 Units
  • Document Output

Document Output provides a number of options that reduce manual steps and enhance the security of sending documents. These powerful options allow you to continue working in Business Central while documents are dispatched in the background. Furthermore, you can set up automatic processes for sending documents while eliminating manual steps. Lastly, you can add passwords or signature certificates to PDF files for added security.

This module is part of the learning path, Get Started using Document Output.

Learning objectives

By the end of this module, you will know:

  • How to use the document queue
  • How to set up automation with email jobs
  • How to send statements automatically
  • How to apply PDF passwords and PDF sign certificates
Start

Prerequisites

Basic knowledge of how to use and navigate in Business Central.

Tip

Continia Partners can create a demo environment from PartnerZone for which a user ID and password are required.