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Setting up Review Notifications

Last updated: 09.03.2026 • Reading time: ~8 minutes

The Review Notification Setup controls how email notifications are sent during the review process. You can configure when notifications are sent, whether they are immediate or batched, and which email account is used for sending review-related messages.

Prerequisites

Before configuring review notifications, ensure that:

  • Email accounts are configured in Business Central
  • The SMTP or Microsoft 365 email connector is properly set up
  • Users who will act as reviewers have valid email addresses
  • You have permissions to configure Smart Processing settings

Accessing Review Notification Setup

To configure review notifications:

  1. Open Business Central.
  2. Search for Process Templates or open the Smart Processing Setup page.
  3. Open an existing Process Template or create a new one.
  4. On the Process Template Card, select the action Setup Review Notification from the menu.
  5. The Review Notification Setup page opens with configuration options.

Alternatively, you can search directly for Review Notification Setup in Business Central.

Configuration Options

Email Account Setup

The review notification system requires a dedicated default Business Central email account for sending review-related messages.

Field Description
Email Scenario The system uses the email scenario 'SIM_DI Review Process' for all review notifications
Email Account Select the email account that will be used to send review notification emails

To configure the email account:

  1. On the Review Notification Setup page, select the action Email Account Setup.
  2. The email account selection dialog opens.
  3. Select an existing email account or create a new one and mark it as default.
  4. Save the configuration.

Notification Behavior Settings

Send Mail on Review Request

Controls when and how reviewers are notified about new review requests.

Option Behavior
Do Not Send No email notifications are sent when documents are released for review. Reviewers must check the system manually.
Send Directly Each reviewer receives an immediate email notification when a document is released for review. (Default)
Send as Batch Review request notifications are collected and sent in batches via a scheduled job queue.

Default Value: Send Directly

Batch Mode Details

When Send as Batch is selected:

  • Review requests are stored in the 'SIM_DI Review Mail Batch' table
  • A background job queue entry processes batch records with the parameter 'BATCHREVIEWMAIL'
  • Notifications are sent according to the job queue schedule (default every day 24h)
  • This mode is useful for high-volume environments to reduce email traffic and system load

Send Mail on Rejection

Controls whether an email notification is sent when a reviewer rejects a document.

Field Type Default Description
Send Mail on Rejection Boolean True When enabled, the document owner and other reviewers receive an email when a document is rejected

Recommendation: Keep this option enabled to ensure rejected documents are addressed promptly.

Send Mail on Comment

Controls whether an email notification is sent when a reviewer adds a comment to a document.

Field Type Default Description
Send Mail on Comment Boolean False When enabled, reviewers and the document owner receive an email when a comment is added

Use Case: Enable this option when collaborative discussions via comments are critical to your review workflow.

Notification Strategy

If your review process involves extensive discussion via comments, enable Send Mail on Comment. For simpler workflows where comments are informational, leave it disabled to reduce email volume.

Email Templates

Currently, the email templates are only available in English and are part of the extension itself. There is no additional configuration effort for users.