Ventoo Document Merger integrates with Business Central's email functionality to provide control over how merged documents are sent. You can choose to combine all documents into a single PDF or attach specific documents as separate email files.
Standard email behavior
When you send a document by email (for example, using the Send by Email action on a Sales Invoice), Ventoo Document Merger automatically:
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Renders the main report as PDF.
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Appends all included documents from the composition into a single merged PDF.
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Attaches the merged PDF to the email.
The recipient receives one email with one PDF attachment containing all merged content.
Attach separately
You can mark individual documents in the composition with the Attach Separately flag. When this flag is set:
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The document is excluded from the merged PDF.
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The document is added as a separate email attachment.
This is useful when recipients need to process certain documents independently, such as:
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A signed contract that needs to be archived separately.
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A certificate that needs to be forwarded to another department.
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A delivery note that needs to be printed individually.
How it works
When the email is being composed, Ventoo Document Merger performs the following steps:
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Detects if any documents in the composition have Attach Separately = Yes.
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Renders the main report merged with only the documents that do not have Attach Separately set.
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For each document with Attach Separately, adds it as an individual email attachment with its original file name.
Enable Attach Separately
You can configure this at two levels:
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Rule level - Set Attach Separately on a global rule or partner rule to apply it automatically to all matching documents.
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Document level - Toggle Attach Separately on individual documents in the composition for a specific document.
Suppress incoming documents on email
The Suppress Inc. Doc S.Invoice setting on the General setup page prevents incoming document attachments from being included when sales invoices are sent by email.
This is useful when incoming documents contain internal information (such as supplier invoices or internal memos) that should not be shared with customers.
Note This setting only affects email sending for sales invoices. It does not affect printing, preview, or other document types.