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 have not been configured for this Company Code

Section I: Paperless Office Options

1. Open Paperless Office in Modules, 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

Section II: Form Maintenance

1. Open Paperless Office in Modules, 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 which is 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
8. Click Accept to save and close Form Maintenance

Section III: Try again

1. Return to Vendor or Customer Maintenance
2. Ensure tab 1. Main is selected
3. Verify that the Paperless button is now present in the bottom-right of the window
4. In Newer versions of Sage 100 the Paperless Delivery Options is not located in the MORE button located in the upper right corner of Customer Maintenance.