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Document Dispatch Actions and Factbox

Document Dispatch can be implemented and activated very quickly. Document Dispatch offers a high level of customisation via configuration. Many areas can be customised and processes can be controlled with a setup. But the aim of Simova products is that the start-up is very easy and fast. The factbox is implemmented directly in your Business Central process on the right side and is this available to the user without any big extra tours.

The following steps need to be performed to get started quickly with Document Dispatch.

To See
First step is to install the Document Dispatch extension from marketplace. Install from Extension Marketplace
Second step is to activate the license and assign the license to the users. License activation and assignment
Third step is to import a default configuration for the areas in Business Central where Document Dispatch is implemented. Configuration Wizard

Info

The Document Dispatch factbox integration is on the following business central pages:

Pages Document Dispatch
Customer image
Vendor image
Sales Quote image
Sales Order image
Sales Invoice image
Sales Credit Memo image
Posted Sales Invoice image
Posted Sales Credit Memo image
Issued Reminder image
Contact Card image
Service Quote image
Service Order image
Service Invoice image
Service Credit Memos image
Posted Service Invoice image

Info

It is possible to integrate the Document Dispatch factbox on other individual pages.

Structure

The Document Dispatch Factbox is designed to be very simple and clear. The focus is on the usability. You will find several categories:

  1. Active
  2. Electronic Document
  3. Dynamic Table Setup
  4. Sent
  5. Pending
  6. Scheduled
  7. Cancelled
  8. Confirm
  9. Error
  10. Last Entry Date
  11. Last Send Date
  12. Comments

In addition, pre-configured documents or documents with personalized emails can be sent to business partners. A dispatch can be scheduled and business partners can be set up/viewed/configured by using the drilldown function.

Functionalities

The user can access several functions.

  1. View Active Business Partner: The user can see if a business partner is set up and active. If no business partner is configured, it can also be set up via Document Dispatch Factbox.
  2. Send Documents: The user can send documents to the business partner that are already pre-configured or documents with personalizable email.
  3. View the Statuses: The user can also view all the statuses of the documents that were sent via Document Dispatch Factbox to know the current status. It is also possible to see if there are comments, as well as the date of the last entry or the date when a document was last sent. (Existing statuses are "Sent", "Pending", "Scheduled", "Cancelled", "Confirm", "Error")

Document Dispatch Action Group

On pages where the Document Dispatch Factbox is integrated, a Document Dispatch action group is also available in the action ribbon bar. This action group provides quick access to all Document Dispatch functionalities, ensuring that users can perform document dispatch operations even when the Factbox is not visible.

Available Actions

Info

Starting with Version 25, additional actions are available, including Add to Print List.

The Document Dispatch action group includes:

  • All Factbox Actions: Every action available in the Document Dispatch Factbox can also be accessed through the action group, including sending documents and viewing business partner configuration.

  • Add to Print List (from Version 25): This action adds the selected entry or entries to the print list for batch printing or merging of documents.

  • Multimail: This action enables users to send multiple emails simultaneously to different recipients. Instead of sending documents one by one, users can select multiple records (such as Posted Sales Invoices, Posted Sales Credit Memos, or Issued Reminders) and execute the Multimail action to dispatch all selected documents in a batch operation. This significantly improves efficiency when handling large volumes of documents. For detailed information, see Using the Multimail Function.

Info

The Send action can also be used for multiple selected entries to dispatch documents at once. However, the Multimail action is the recommended approach for batch operations as it offers better control and preview capabilities.

  • Share through OneDrive: This action generates a secure OneDrive link to share documents with external recipients. Instead of sending documents as email attachments, which may be limited by file size restrictions, users can share documents via cloud-based links. This provides better control over document access, avoids email attachment size limitations, and allows for centralized permission management.

See also