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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.

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.