Document Handling

Document Handling automates the generation and distribution of documents and emails in your Business Central environment. When you post records or run scheduled tasks, the system automatically creates, formats, and sends documents to your contacts.

What you can do with Document Handling

You can use Document Handling to automatically generate and send:

• Sales invoices
• Order confirmations (TMS)
• Receipt confirmations (WMS)
• Shipment confirmations (WMS)
• Stock reports (WMS)
• Any other report-based document

How Document Handling works

The Document Handling module consists of several components that work together to automate your document workflow:

Core components

• Document Handling Setup - Configure which tables trigger automatic document generation
• Document Handling per Contact - Define contact-specific settings for reports, templates, and delivery schedules
• Document Handling Schedule - Control when documents are created and sent
• Document Handling Entries - View and manage all generated documents

Processing workflow

The system uses two background processes to handle documents:

1. Entry Creation (Task 2) - Monitors configured tables and creates Document Handling Entries when records are posted or scheduled tasks run
2. Entry Processing (Task 3) - Generates documents from entries, applies formatting, and sends emails according to your configuration

Get started

To set up Document Handling:

1. Open Document Handling Setup and add the tables you want to monitor
2. Configure Document Handling per Contact to specify which reports and templates to use for each contact
3. Set up Schedules to control when documents are generated and sent
4. Monitor results in Document Handling Entries

Related information

• Document Handling Setup
• Document Handling per Contact
• Document Handling Schedules
• Document Handling Entries
• Document Handling Letterhead