Send automatically and add security

  • 28 min.
  • Module
  • 7 Units

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 a learning path for Getting Started using Document Output.

Learning objectives

By the end of this module, you’ll be able to:

  • How to use the document queue
  • Compare different options for setting up automation with email jobs
  • Compare different options for sending statements automatically
  • Which options to select for applying PDF passwords and signature certificates
Start

Prerequisites

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

Note

To follow along on your own device, you can create a demo environment from PartnerZone for which a user ID and password are required.