Version 3.0.6 – Release Date 09/07/24

Change Type Description
Bug Fix Fix to Allow the Document Type defined on Documents to be Respected when using Bespoke Coding


Version 3.0.5 – Release Date 03/07/24

Change Type Description
Bug Fix Fix to ensure Document No appears in Subject line of email


Version 3.0.4 – Release Date 12/06/24

Change Type Description
Enhancement New feature added to enable the system to use alternative Document Type on Posting, using Document Type Assignment functionality. This allows you to send alternative Document Styles at the point of Order and Invoice where required. 


Version 3.0.3 – Release Date 06/06/24

Change Type Description
Bug Fix

Resolved issue whereby users are unable to update the Document Type on Posted Documents. For further instructions please reference the following link on Clever Docs

Clever Dynamics - Updating Existing Documents


Added filtering to Document Type lookups so that only relevant Document Types are shown to users when manually selecting a Document Type on a Business Central Document. E.g. when on a Sales Order only Document Types that are applicable to a Sales Order record are shown for selection.


Version 3.0.2 – Release Date 05/06/24

Change Type Description
Bug Fix

Resolved issue where the TO parameter was always returning no value for Issued Reminders.


Version 3.0.1 – Release Date 29/05/24

Change Type Description
Bug Fix Resolved issue around Attachments Check for Remittance Advice Journals and Remittance Advice Entries.


Version 3.0.0 – Release Date 15/05/24

Change Type Description
Enhancement New Document Style functionality added to allow sending of multiple document styles for a single Document Type. 
Enhancement Added changes to Copy Setup functionality (accessible from Document Type screen) to also copy any Attachment Options 
Enhancement Changed "Doc. Type Selection" screen to be called "Document Type Summary" and reworked screen due to new Document Style functionality making the selection of Document Type obsolete. If you require to change the Document Type for a Document, this is now done directly on the Source Document General FastTab
Bug Fix Resolved issue with Password Protection functionality. The system was not showing/hiding passwords when the Document Delivery Setup field is turned on/off as expected.
Bug Fix Prevent User from setting up Attachments where Report ID does not match either the Source Table No. or the Linked Table associated to the Document Type.

Version 2.23.2 – Release Date 21/11/23

Change Type Description
Enhancement Moved the Send Email (Doc Delivery) and Queue Email (Doc Delivery) Buttons to the Print & Send Menu on Sales Orders for Modern Menu Experience
Bug Fix Added Missing Lookup to the Default Posted Sales Shipment Doc Type Field on Document Delivery Setup
Bug Fix Resolved issues with the Filter when selecting more than one Primary Table No Filter on the Document Type Page
Bug Fix Resolved the issue with using Special Characters in Primary Keys


Version 2.23.1 – Release Date 07/11/23

Change Type Description
Bug Fix Resolved Error which appeared when using German Translations and Auto Sending Emails


Version 2.23 – Release Date 25/08/23

Change Type Description
Enhancement Added Functionality to Automatically Generate and Send Statements
Bug Fix Resolve Error with Preview Posting on Payment Journals


Version 2.22 – Release Date 07/08/23

Change Type Description
Bug Fix

Resolved Error around the Preview Posting on a Warehouse Shipment

Bug Fix

Resolved error relating to the Auto send function for Remittance Advices (Document Type RAJ). 

Version 2.21.1 – Release Date 07/06/23

Change Type Description
Bug Fix

Resolved Error which occurred when trying to "Release" a Sales Order from the List Page and "Auto Send" was Enabled.  


Version 2.21 – Release Date 29/03/23

Change Type Description

User data now available on the Factbox within the Customer and Vendor Card and list pages.

Adding the User data now shows who processed the relevant documents. 


Ability to create default attachments for Customers and Vendors using Templates

This now includes a new field on the Customer and Vendor cards as well as Templates which can be pre-populated. Where connected per Document Type, this attachment can be sent as default as long as the Attachment Code field is populated on the Customer or Vendor card. 


Re-format of the Document Type Selection page


Auto-send/Queue options available within the Document Delivery Setup page

The ability to confirm how certain documents will be automatically processed.


Generate New Attachment option now available within the Document Type

If storing documents and a document has been updated, where selected, the updated Document can now be sent and stored. 


3 Product Videos have been added to Business Central for Clever Document Delivery for Users to access.


Added new event to page 9093456 "Email Preview CDDTMN" on the OnQueryClosePage trigger. Confirmation message when "OK" is hit which proceeds if True and keeps existing page open. Stops if False. 


BC20 compatibility updates. "Encrypt" is marked for removal. Replaced by "EncryptText". "Promoted", "Promoted Category" and "Promoted is Big" not valid for subforms. 


Update App to Runtime 9


Version 2.20.5 – Release Date 09/09/22

Change Type Description

New Event - Add New Event - OnBeforeCheckDocTypeAttachmentParameters


Version 2.20.4 – Release Date 25/08/22

Change Type Description
Bug Fix

Remove Obsolete Fields for Czech Translations


Version 2.20.3 – Release Date 25/08/22

Change Type Description
Bug Fix

Add Obsolete Fields for Czech Translations


Version 2.20.2 – Release Date 12/08/22

Change Type Description

Add Czech Translations


Version 2.20.1 – Release Date 27/05/22

Change Type Description

BC20 Compliance  - Set TestPermissions to Disabled

Bug Fix

Resolved the issue with Printer Tray Values not be respected when Invoking Printing Documents

Bug Fix

Resolved Issue with Attachment Records being Inaccessible on after Processing Email and Print Integration Events


Version 2.20 – Release Date 22/03/22

Change Type Description

Add "Document Log" Menu Option to all Document Pages to allow users to be able to see all entries which relate to each document.

Enhancement Extended Functionality to allow Purchase Return Orders, Posted Purchase Return Shipments and Posted Purchase Invoices to be sent via Document Delivery.
Enhancement Extended Functionality to allow Job Quotes to be sent via Document Delivery.
Enhancement Changed Name of Document Delivery Send Functions to "Send Email (Doc. Delivery)" and "Queue Email (Doc. Delivery)" to differentiate from standard Business Central Send Email Functions.
Enhancement Prevent Blank Entries from being Created in the Document Delivery Types Table
Enhancement Added Option to Notification Banner for Clever Credit Setup of "Don't Show Again"
Enhancement Added "Document Delivery Log" Factbox to Vendor Card
Enhancement Added Functionality Changes Required for BC20 Release
Enhancement Extended Clever Apps Permission Set
Enhancement Update jQuery and Kendo Scripts


Version 2.19.5 – Release Date 24/01/22

Change Type Description
Enhancement Added Functionality to Attach Ad-Hoc Attachments
Enhancement Change Licence Credit Consumption on Batch Send
Bug Resolve Issue with Sending Emails from Blanket Purchase Orders
Bug Resolve Issue when Attempting to Modify Older Versions of Document Delivery on Processing
Bug Resolve Document Type Code Overflow on Edit Body Error
Bug Document Type Sender Address and Name Fields Shown when New Email Feature is Enabled


Version 2.19.4 – Release Date 05/11/21

Change Type Description
Enhancement Update PermissionSets on Upgrade


Version 2.19.3 – Release Date 22/10/21

Change Type Description
Bug Convert PermissionSet XML to Object
Bug Address BC19 Compiler Warnings


Version 2.19.2 – Release Details

Change Type Description
Enhancement BC18 Compatibility - Support for the new enhanced email capabilities.
Enhancement Entries created in the Document Log Table can be optionally deleted by running the “Clear Doc. Delivery Document Log” report.
Bug Fix The “Subject” field for Document Types has been increased to 250 Characters.
Bug Fix Fix to “Custom Layout Code” field to resolve a text overflow error.

Version 2.19.1 – Release Details

Change Type Description
Bug Fix Invalid report parameters applied to reports are ignored and result in generating reports without any filters. Apply record view to RecordRef of the attachment source when generating the report. Generating reports from Recordref will ensure the report will be filtered to the view.

Version 2.19.0 – Release Details

Change Type Description
Enhancements Implement printing interface - Support Clever Config Print Handler Interface Enum.
Enhancements BC17 Compatibility.

Version 2.17.0 – Release Details

Change Type Description
Bug Fix Fixes in the Business Central 14 version - attachments were not being calculated before being used.
Enhancements Allow the Email Preview page to be opened when no To address can be evaluated and the "Preview before Sending" option is enabled on the Document Type.

Version 2.16.0 – Release Details

Change Type Description
Bug Fix The constant [[USER]] (replaced with the current USERID when a document is submitted) is no longer translated i.e. the English "USER" should always be used, rather than having to supply the translation in the current user's language.
Bug Fix Permission to obsolete Service Password table removed.
Enhancement Option fields replaced with File Processing Type enum in Document Type Attachment and Attachment tables.

Version 2.15.0 – Release Details

Change Type Description
Bug Fix Do not error if no file is generated by a report e.g. attempting to attach all open invoices to a reminder if there are no open posted sales invoices to generate in the report.
Enhancement Add sending actions to blanket sales orders pages.
Enhancement Add new document type for blanket sales orders to the default configuration.

Version 2.14.0 – Release Details

Change Type Description
Enhancement Clever Document Delivery now support license credits. A credit is consumed when a document is submitted to be processed and sent. See the Clever Dynamics License Registration page for details of consumed and remaining credits.

Version 2.13.0 – Release Details

Change Type Description
Enhancement Reference No. on Document Log Records. Add a reference no. field on document log records that can be populated by another app that requires Document Delivery's functionality.
Enhancement Event to include additional attachments. Include a new event publisher that will allow a subscriber to include custom attachments into documents as they are being processed.
Enhancement Action to apply default config from setup page notification. Add an action to the setup page notification to apply default configuration.
Enhancement Don't Test AssureSign Connection With Incomplete Setup.
Bug Fix Dialog placeholder bug. @1@@@@ has been translated incorrectly and introduced spaces into the placeholder which will cause an error when Window. Update is used.
Bug Fix Email body html content is corrupted after editing. Additional html tags/text are added to the end of email body following editing.

Version 2.12.0 – Release Details

Change Type Description
Enhancement Reintroduce Applies to Functionality. Field determines whether document type attachment lines apply when the document type is being printed/email or both. If the document is being submitted to AssureSign then the document type attachments that are applied to emails should be followed.
Enhancement Update Build to Use Template.
Enhancement Update Links in App Manifest.
Enhancement Enforce Licensing. Do not allow new documents to be submitted when the license has expired. All other functionality should still be enabled. Show a notification if the licence has expired/is expiring from the document type list/card and the batch selection page.
Bug Fix Set password with Encryption Enabled. When setting the password in the DD Password Mgt. codeunit the encrypted password is too long to be set against the password text.

Version 2.11.0 – Release Details

Change Type Description
Enhancement AssureSign Integration. Allow users to submit documents via AssureSign. Select an appropriate template to create the AssureSign envelope with Download placeholder values that are required in the template and allow the user to link them to Document Fields that provide the appropriate values
Enhancement Include Document Log Records in Navigate. Extend the Navigate page to also search for matching Document Log records e.g. the user should be able to navigate from a posted sales invoice and see the document log(s) that include the document. Showing the record should open the document log page filtered to the appropriate records.
Bug Fix Increased Customer/Vendor Name Lengths. Test to demonstrate the error and increase the length of our fields that the customer and vendor names are copying into.
Bug Fix Cannot convert from ‘Enum’ to ‘Integer’. Argument 2: cannot convert from 'Enum "Detail Type CDDTMN"' to 'Integer'
Bug Fix Overflow Error Copying Document Types. Parameters in Translation Mgt. codeunit.
Bug Fix Controls Not Visible on Copy Document Type report. The Copy From/To controls are not visible on the copy document type report request page.

Version 2.10.0 – Release Details

Change Type Description
Enhancement Force Refresh of Request Page when Changing Report ID - Clear the Request Page Parameters that were previously stored and display the new request page to the user to save.
Enhancement Replace Service Password Table with Isolated Storage - Service Password table is being deprecated.
Enhancement Disable Printing Options When There is no Print Handler - Disable any options related to printing when no print handler has been defined in the setup.
Bug Fix Cannot Open PDF with Password Protection - When adding password protection to a PDF it can only be opened in Edge. Does not work in Chrome "failed to load PDF" or Adobe (does not even get as far as prompting for a password).
Bug Fix Copy Document Type Dialog - Reverse the "Copy To" and "Copy From" fields on this dialog. Having them the other way around would make more sense.
Bug Fix Typo in Error Message - "Email failed to **sent **via SMTP".
Bug Fix Update Document and Details Records from Email Preview Page - The email addresses, subject and body can be edited on the Email Preview page, but the log records are not updated accordingly.

Version 2.9.0 – Release Details

Change Type Description
Bug Fix Occasionally the same Document record can be processed multiple times, resulting in multiple copies of the same document being sent to the recipient/printer.