Document

Abbreviations

The following abbreviations are used in this document:

AbbreviationMeaning
EVMPEV Mail

Document history

Major revisions of this document:

VersionDateModifications
---------

| 4.10 | 12.11.2025 | Setup Guide is based on EV Mail version 4.9.3

Updates regard EV Mail Setup incl. new screenshots

Updated sections about setting up Statements

Chapter on Advanced Printing has been removed as it’s no longer supported |

Feature Overview

EV Mail adds the following features to standard email functionality:

Documents can be delivered as:

EV Mail Apps

EV Mail consists of the following apps:

The apps Cloud & License Mgt., PDF Library and EV Mail are the core apps that must be installed.

The app EV Mail (On-Premises Feature Pack) is an optional app that only work for on-premise installations and will enable/automate Server-Side File Operations which are not allowed in a Cloud world. Furthermore, the use of this app requires the license module Implemented code is not cloud-optimized to be part of the customers license file.

License Requirements

The following granules are required in the License File for OnPrem installations:

Once the product is installed, a trial period of 3 weeks is automatically activated, after which you must request a License Key at Elbek & Vejrup A/S if you want to keep using the product.

Note: there is no Activation Requirement for companies called something with CRONUS in the Company Name.

License Keys

The Azure Integration Setup will from version 3.2 be auto setup automatically.

Previous versions of the product require you to use the action Get Default Settings to populate URL endpoints and manual key in the following key for the fields if not already applied:

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Furthermore, you must request a License for EV Mail if you want to keep using the product after the trial period of 3 weeks has expired. You can initiate the License Key can be requested via an action on the Email Setup page that will redirect you to the common Elbek & Vejrup Product Registrations page where the actual License Request can be initiated.

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Email Setup

You can access the Email Setup directly from the Search action or via the Assisted Setup:

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Overview of the General Setup

In the Email Setup you configure the General Setup for EV Mail and below is an overview of each setup field.

Test Mode Setting values and meaning:

Test Mode Setting defines if Test Mode is activated, that emails are to be redirected to either the sending user or a predefined test mode email address.

Test Mode Email is used as a predefined test mode email address if Test Mode Setting is set to Send to fixed Test Mode Email address.

Archive BCC Email will send a BCC email copy to the email defined in this field.

Domestic Language Code and Default Language Code are used in the following way:

Emails, incl. attachments, will be created in the Language Code of the Email Template. If no Language Code is specified on the Email Template, it will use the Default Language Code from the Email Setup. If no Default Language Code has been specified, it will use the language from the user that initiated the action.

The exception to the rule is that if a language extension has been installed matching the Language Code on the Document, then the system will always use this for report printing (both paper and as body layout in emails) and for email attachments. Microsoft does not allow us to override this. So, in case you choose install a language extension, e.g. German on a Non-German localization, we advise you to also setup an Email Template for the German Language Code to ensure full consistency in both Email body and attachments.

Email Template Nos. is the number series to use for creating new Email Templates.

Attach to Email is a company-wide setting that controls if attachments added via the Document Attachment factbox, should automatically be marked with Yes in the following fields:

For customers and sales documents, the system will use the setting Attach to Email on the Customer Card if Advanced Email Settings is enabled for the customer in question, if not the system will use the company-wide setting from the Email Setup.

Embed E-Doc Specification is a field that will embed the PDF edition of the Sales- or Service Invoice/Credit Memo into the PEPPOL or OIOUBL file.

E-doc Attachment is a field that controls if and how attachments should be handled in OIOUBL electronic documents. Note: the OIOUBL and PEPPOL format only supports PDF files as attachments hence other file types will be ignored in the attachment handling process.

Azure Blob Storage Integration holds the fields needed to connect an Azure Blob Container in which the electronic documents can be uploaded. Furthermore, it is possible in the Electronic Document Formats setup page to specify an Azure Blob Storage Folder per electronic document format, if files need to be placed in different folders e.g. one folder for OIOUBL files and another for PEPPOL files.

Reminder – Include Documents will determine if the Document(s) that is part of the Issued Reminder Document should be attached to the email. This attachment will be zipped to reduce the file size of the email.

Statement– Include Documents will determine if the Document(s) that is part of the Statement should be attached to the email. This attachment will be zipped to reduce the file size of the email.

The three “Document Attachment” related fields: Document Attachment, Document Attachment (Reminder) and Document Attachment (Statement) will control how files are attached to the Email and whether PDF Merging should be done. Options are:

Document Attachments of a File Type not equal to pdf are always attached as-is.

The Document Attachment (Reminder) only applies to Reminders.

The Document Attachment (Statement) only applies to Statements.

The Document Attachment applies to all other document types that the once listed above.

The merge operation controlled by the “Document Attachment” fields can differ on Customer Level if you active the Advanced Email Settings on the Customer Card.

Compress Attachments will control if attachments are to be zip-compressed. This operation will however only occur if no. of attachments is more than one.

Batch Sending (No. of Documents) will determine the maximum no. of Document(s) that is processed in the batch Send Posted Documents.

Email Statement Setup

In standard Business Central you call the Customer Statement report, set your options/filters and define your Output Options (Email, Print, Preview etc.) and press OK to start the processing based on your selection.

Below is an example of a standard Customer Report Request Page:

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When EV Mail is installed, the standard Output Option Email is disabled!

EV Mail has since version 3.7 a separate batch that must be used for emailing statements.

To set up the Customer Statement Report for emailing, click on the action called Setup Statement Req. Parameters in the Email Setup define the Options and Filters:

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Please note that the following statement related parameter fields must also be configured in the Email Setup.

Required Setup fields:

Date Formula (Start Date) defines how the system should automatically calculate the Start Date of the statement period when emailing statements.

Date Formula (End Date) defines how the system should automatically calculate the End Date of the statement period when emailing statements.

Optional and advanced setup fields

The fields described ending with (XML) below are only relevant if you are using FORNAV Statements or have made a custom Statement report which is using a different naming syntax for the fields on the Request Page of the Statement report compared to the standard Business Central Statement report from Microsoft.

To assist in populating these technical fields, two new actions have been added to the Email Setup: