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Setting up a Configuration

Barcode configurations are used for document processing in Business Central. Document Inbound lets you configure barcode processing, inbound list assignment, and email address assignment.

Document Distributor option

This option lets you distribute documents automatically based on configurable rules instead of importing them straight into a specific inbound list. It is a middle step between import → inbound list that enables an automated flow to route documents to the right lists.

Document Distributor enabled

When Document Distributor is enabled in the import configuration:

  • Imported documents are first created as Distribution Entries
  • Configured distribution rules determine the final destination
  • The Inbound List field is hidden (not required)
  • Documents can be forwarded to different companies and inbound lists
  • Enables intelligent, rule-based distribution

Typical uses: - Multi-company environments - Complex distribution scenarios - Automatic categorization and forwarding - Integration with Smart Processing for AI-assisted distribution

Document Distributor disabled (traditional mode)

When Document Distributor is disabled:

  • Documents are imported directly into the selected Inbound List
  • The Inbound List field is visible and required
  • Traditional (legacy) behavior
  • Good for simple, direct import scenarios

Note: Existing import configurations keep working as before. The Document Distributor option is disabled by default.

See also: Document Distributor.

Import Files Option

The Import Files option controls what files are imported when processing emails. This option is available in the Configuration Wizard and determines how emails and their attachments are handled.

Available Options

Option Description
Attachments Only Only the email attachments are imported. The email file itself (EML/MSG) is not stored. This is useful when only the attached documents are relevant for processing.
Email Only Only the email file (EML/MSG) is imported as a single file. Attachments are not extracted or imported separately. This preserves the complete email including all embedded content.
Package (EML + Attachments) Both the email file and all attachments are imported and grouped together as a package. The email becomes the leading document, and attachments are linked as package members. This ensures all related content is preserved and processed together.

Package Mode Behavior

When Package (EML + Attachments) is selected:

  • The system automatically creates packages when emails are imported
  • Each email is assigned a unique Package Id
  • The email file (EML/MSG) is imported with Package Indentation = 0 (leading document)
  • Each attachment is imported with Package Indentation = 1 (package member)
  • All documents in the package share the same Package Id

Interactive Mode:

If the Import Files option is set to Attachments Only or Email Only, the system will prompt the user once per transaction when importing emails:

"Do you want to create a package to group the mail with the attachments?"

  • Selecting Yes creates packages for all emails in the current import
  • Selecting No imports files according to the selected mode without creating packages
  • This prompt appears only once per transaction (unless running silently)

Best Practices

  • Use Package (EML + Attachments) when you need to keep the full email context along with all attachments
  • Use Attachments Only when you only care about the attached documents and not the email itself
  • Use Email Only when the email content is more important than individual attachments

Package Handling Configuration

After importing documents as packages, use the Package Handling settings in the Inbound List or Document Distributor to control how the leading document and package members are processed. See Setting up the Inbound Lists for more information.

Creating a Configuration with splitting of Documents

The following steps need to be completed to create a Configuration with the splitting of Documents.

  1. Click on Setup in the ribbon bar and execute the action Import Configurations.
  2. Execute the action New in the ribbon bar to start the Configuration List Wizard.
  3. To start the Configuration List Wizard click on Begin
  4. Specify the configuration code by entering a code in the Configuration Code field.
  5. Specify an info tag (if it is necessary) by entering the tag in the Info Tag field, for further filtering of the data.
  6. Enable the option Search for Barcode to use the configuration for splitting of documents.
  7. Specify if the Exclude Page with Barcode option should be enabled or disabled and specify the dots per inch in the Dots Per Inch (DPI) field.
  8. Click on Next to continue.
  9. Configure the barcode splitting options for the splitting process.
  10. Click on Next to continue.
  11. Optional: Enable Document Distributor if you want automatic distribution based on rules. If enabled, skip step 12.
  12. Choose the inbound list and the error inbound list that should be used for the imported documents (only when Document Distributor is disabled).
  13. Select an email address that should be used for the imported documents in the next step.
  14. Once you have selected the e-mail address, you can specify whether the e-mails imported from Document Inbound should be moved to the Recycle Bin in Outlook.
  15. Decide if this configuration should be activated or not and click on Finish to complete the configuration.

Creating a Configuration without splitting of Documents

The following steps need to be completed to create a Configuration without the splitting of Documents.

  1. Click on Setup in the ribbon bar and execute the action Import Configurations.
  2. Execute the action New in the ribbon bar to start the Configuration List Wizard.
  3. To start the Configuration List Wizard click on Begin
  4. Specify the configuration code by entering a code in the Configuration Code field.
  5. Specify an info tag (if it is necessary) by entering the tag in the Info Tag field, for further filtering of the data.
  6. Disable the option Search for Barcode to skip the configuration part for splitting of documents.
  7. Optional: Enable Document Distributor if you want automatic distribution based on rules. If enabled, skip step 8.
  8. Choose the inbound list and the error inbound list that should be used for the imported documents (only when Document Distributor is disabled).
  9. Select an email address that should be used for the imported documents in the next step.
  10. Once you have selected the e-mail address, you can specify whether the e-mails imported from Document Inbound should be moved to the Recycle Bin in Outlook.
  11. Decide if this configuration should be activated or not and click on Finish to complete the configuration.