Document Log

Everything that happens using Document delivery goes through the Document Log. It records everything done via Document Delivery, Opening, Sending or Scheduling for Delivery. It includes specific information and sets them as column headings, such as the date and time it was processed (the record will be marked as processed), the subject, who sent it, to whom, the document type used and an attachments and details of errors (the record will be marked as errored), and error messages.

Error messages ‘pop out’ when viewing the Document Log, to avoid having to widen the columns to see the full detail.

As the log is being processed if there are any errors an email will be sent to the sender address notifying them that an error has occurred and what has failed. The Sender is the user who is trying to send the document to a customer or vendor.

The Document Details FastTab at the bottom gives the details for the line selected. The tick in the Document Stored confirms that the pdf of the attachment has been stored and is available to be viewed (this option can be edited on the Document Types page).

Clicking Open Document will open the stored pdf. This is useful for audit purposes, to show what was sent out to the customer compared to what was posted in Dynamics 365 Business Central.