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Email Dialog

When using the Document Dispatch Factbox, an action named 'Send Dialog' can be utilized. When this action is employed, a special Dialog Page will be opened before the email is sent out. In this dialog, essential email properties can be changed.

How to Change the 'From' Email Address

During the process of sending through the dialog, the 'From' field can be changed, just as in the standard Business Central interface. To change the from email adress when on the Email Dialog page, the following steps need to be performed:

  1. Click on the three dots in the from field. A page should now open where the email accounts are displayed.
  2. Select the email account that should be used for sending and click on ok.

Editing the Email Text with Rich Text, HTML, and Placeholders

The Email Dialog offers various options for editing the email text. Depending on your needs, you can choose between simple Rich Text editing, direct HTML adjustments, or the individual modification of placeholders.

Editing with the Rich Text Editor

By default, the email text can be edited directly in the dialog using a Rich Text Editor. This editor enables convenient formatting without requiring HTML knowledge. Supported features include:

  • Text formatting such as bold, italic, underline
  • Bullet points and numbered lists
  • Hyperlinks
  • Tables
  • Other basic formatting options

Editing with the HTML Editor (Code Mirror)

Using the "Edit HTML" action, the email content can be edited in source code mode. This opens an HTML editor based on CodeMirror, which provides the following features:

  • Syntax highlighting for HTML
  • Structured display with indentation

This option is particularly useful for technically experienced users who require full control over the HTML content of the email.

Editing Placeholders in the Email Text

If the email text is based on a template, it typically includes placeholders (e.g. %1, %2, %3), which are automatically replaced with actual values when the email is sent.

With the "Email Placeholders" action, these placeholders can be manually filled with custom content before sending.

Instructions:

  1. Open the Email Dialog and choose the "Email Placeholders" action.
  2. Enter the desired information for the available placeholders.
  3. The updated values will be automatically applied to the email text upon confirmation.

Info

The placeholder adjustments apply only to the current email. The underlying email template remains unchanged.

To display the related source records from Sending with the Email Dialog, simply use the 'Show Source' action provided on the Email Dialog page. A page will then be opened which displays the related records.

How to Add Attachments from Source Records to the Email

To add attachments from the source records to the Sending on the Dialog, the following steps need to be performed:

  1. On the attachments page, click on the 'Add file from source document' action.
  2. If there are attachments attached to the sources, a new page will open. Now select one or more attachments and click on ok.

Info

Attachments to the source records can be added via the Business Central Standard factbox on the source records.

Subsequently Merging PDF Attachments in the Email Dialog

Within the Email Dialog, users have the option to subsequently merge multiple PDF attachments into a single file before sending the email. This functionality is available through the Merge PDF Attachments action.

How to Merge PDF Attachments

To merge PDF attachments in the Email Dialog, follow these steps:

  1. Click on the Merge PDF Attachments action in the Email Dialog.
  2. A wizard will open, allowing you to specify the name of the new merged file.
  3. Below the file name field, a list of all attached PDF files will be displayed.
  4. Assign a sequence number to each file to determine the order in which they should be merged.
    • The order is defined numerically (e.g., for three files: 1 2 3).
    • If a different order is desired, adjust the sequence accordingly (e.g., 3 2 1 or 2 3 1).
  5. Once the order is set, confirm the process to merge the files into a single PDF.

The newly merged file will replace the original attachments in the email, ensuring that all selected documents are sent as a single, properly ordered PDF.