Form Maintenance Module Code and Document Code Note.

• Select All Modules and All Documents to set a default location to save the documents in .pdf format.
• To set up specific combinations, select a certain module code, document, and location.
• The settings for a specific combination will take precedence over the settings for All.

Paperless Office Options

1. Open Paperless Office in Modules, then expand Setup. Open the Paperless Office Options task.
2. Under Enable Electronic Delivery and PDF Storage, select the Forms checkbox.
3. Click Accept to save and close Paperless Office Options.

Form Maintenance

1. Open Paperless Office in Modules, then expand Setup. Open the Form Maintenance task.
2. In the Company Code field, select the affected company.
3. For the Module Code field, select (Name).
4. For the Document field, select All Documents.
   • Note: See Additional Information below regarding these fields.
5. Select the Enable Electronic Delivery checkbox to specify your default e-mail address and PDF File Name.
6. Under PDF Storage, enter a valid file directory that’s accessible to all workstations.
   • Alternatively, select the Browse button (Folder icon with upward arrow) to browse for and select a directory.
7. If desired, enter an override password for viewing PDF documents in the Override Password and Confirm Password fields.

Try again

1. Return to Vendor or Customer Maintenance.
2. Ensure you select tab 1. Main.
3. Verify that the Paperless button is now present in the bottom-right of the window.

Use Paperless Office to e-mail customer and vendor forms from Sage 100
Enter other e-mail addresses for Paperless Office, Electronic Delivery of Customer forms