Welcome to Ventoo Document Merger

Ventoo Document Merger is a Business Central AppSource app by Ventoo that automatically merges multiple documents into a single PDF when printing or emailing sales and purchase documents. Instead of sending separate attachments, your customers and vendors receive one professional, consolidated document.

Overview

With Ventoo Document Merger, you can:

• Merge attachments automatically - Combine document attachments, incoming documents, and static files into a single PDF alongside your main report.

• Define rules at multiple levels - Set up global rules that apply to all documents of a type, then override them with partner-specific rules for individual customers or vendors.

• Control the merge composition - Review and adjust the document list before sending. Reorder, include, or exclude individual documents.

• Attach documents separately - Choose whether to merge a document into the PDF or attach it as a separate email file.

• Include related reports - Use report references to automatically include related documents such as shipment notes with invoices.

• Add static documents - Include terms and conditions, marketing materials, or other pre-uploaded documents with date-based validity.

• Handle reminders - Automatically attach outstanding invoices to issued reminders.

Supported document types

Ventoo Document Merger supports the following Business Central document types:

How it works

Ventoo Document Merger uses a three-level hierarchy to determine which documents to include:

1. Global Rules (Level 1) - Define default rules for each document type. These apply to all documents unless overridden.

2. Partner Rules (Level 2) - Override global rules for specific customers or vendors with tailored configurations.

3. Document List (Level 3) - The final composition for each individual document. Built automatically from rules, but fully editable by the user.

When you open a document page (such as a Sales Invoice), Ventoo Document Merger automatically builds a document list based on the applicable rules. You can review and adjust this list before printing or sending. During rendering, all included documents are merged into a single PDF.

Getting started

To start using Ventoo Document Merger, follow these steps:

1. Install Ventoo Document Merger from Microsoft AppSource.

2. Run the assisted setup to configure basic settings and create default rules.

3. Configure global rules to define which documents to include.

4. Optionally, set up partner rules for specific customers or vendors.

In this section

Related information

• Ventoo on Microsoft AppSource

• Business Central documentation