| | How to print forms to PDF using Paperless Office |
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- Set preferences for Paperless Office:
- Expand Paperless Office and Setup. Double-click Paperless Office Options.
- In the Enable Electronic Delivery and PDF Storage area, click the Forms check box, and click Accept.
- In Setup, double-click Form Maintenance.
- Select the following:
- Company Code = The desired company code (or All).
- Module Codes = The desired module (or All)
- Documents = The desired form (or All Documents)
- Enable Electronic Delivery = Select this check box if the form will be sent by e-mail.
- From E-mail Address = The default e-mail address that the forms will be sent from.
- PDF Directory = The directory to store the PDF files.
Note: This should be accessible from all workstations that should have access.
- Override Password / Confirm Password = Any password.
- Click Accept.
- Print a form to PDF:
- Open the form printing task (for example: Sales Order Printing).
- At the Paperless Office Output field, select PDF All.
- Select any options and click Print.
- View the PDF in the Viewer:
- Expand Paperless Office and Main. Double-click Customer Viewer or Vendor Viewer (depending on the form type).
- Select the company code.
- Select the form type printed above (for example: Order).
- Double-click the form printed above to view the PDF.
Note: Reports can be printed, emailed, or faxed for this task. DocLink: How to use Paperless Office to e-mail customer and vendor forms from Sage 100
DocLink: How to print journals and registers to PDF files with Paperless Office
DocLink: How to print reports to PDF using Paperless Office
DocLink: How to Setup Paperless Office to save/print your Period/Year-End Reports in Sage 100
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