Three controls for sales and purchase documents, each switched on separately. Print Guard refuses to print or send a document that is still open or waiting for approval. Post on Approve adds a workflow response that posts the document or journal in the background once the last approver signs off. Attachment Policy checks file types, sizes and duplicates, and can require an attachment before release or posting.

Document Controls illustration. Purchase order PO-2087. Before: Unapproved order e-mailed to the vendor. After: Sending refused · pending approval. — Purchase order PO-2087. Before: Unapproved order e-mailed to the vendor. After: Sending refused · pending approval. An illustration, not a Business Central screen.

What it does

Print Guard: Printing, e-mailing and PDF downloads are refused while a document is open or pending approval, with the rule and status named. Approvers can be listed as exceptions.
Post on Approve: A workflow response posts the approved sales or purchase document, or the journal batch, through a job queue entry, and tells the requester if posting fails.
Attachment Policy: Allowed file types, a size limit and a duplicate check per table, plus attachments required before release or posting, all errors reported at once.

What it does

Get Document Controls when it launches