Set the system preferences for Paperless Office

1. 1. Expand Paperless Office and Setup. Double-click Paperless Office Options.
   2. In the Enable Electronic Delivery and PDF Storage area, select the Forms check box, and then click Accept.
   3. Expand Paperless Office and Setup. Double-click Form Maintenance.
   4. In the Company Code field, select the affected company.
   5. In the Module Code and Document fields, select All.
      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 take precedence over the all settings.
   6. Select the Enable Electronic Delivery check box to specify a default e-mail address.
   7. In the PDF Storage area, enter a valid directory that’s accessible to all workstations.
   8. In the Override Password and Confirm Password fields, enter the password, and then click Accept.

Set up the customer or vendor-specific forms for Electronic Delivery (this example uses Sales Order Printing)

1. 1. Expand Accounts Receivable and Main. Double-click Customer Maintenance.
   2. Click the Main tab, and specify the primary e-mail address.
   3. Click the Paperless button.
   4. In the Document list, select a document (for example, S/O Order).
   5. In the PDF Delivery Options area, select E-mail (Print and Fax, if necessary).
   6. Click the E-mail tab.
      • Select Use E-mail Address in Data Entry to use the e-mail address entered in the data entry.
        • Note: this allows Electronic Delivery to the E-mail Address using the Ship-to Location for customers with separate Ship-to Addresses having E-mail Addresses
      • Select Use Customer E-mail Address check box to use the primary e-mail address on the customer account
      • In the To Custom Contacts area, select a primary contact code to use when e-mailing this customer
   7. Click Accept, and repeat the steps above for each document (if all documents weren’t are selected)

E-mail the form using the printing task (this example uses Sales Order Printing)

1. Expand Sales Order and Main. Double-click Sales Order Printing.
2. In the Paperless Office Output list, select Electronic Delivery Only, and click the E-mail button.
3. Verify the e-mail settings are correct, and then click OK.
4. In the Selections area, select the following on the Order Number row:
   • Operand = Equal to
   • Value = enter a sales order number to print
5. Click the Print button, and the sales order form prints as a .pdf file or electronically delivered depending on the delivery option selections.
   Note: When the document isn’t electronically delivered or printed as a .pdf file, according to the delivery options defined in the printing window; review the document setup in Customer Maintenance (or Vendor Maintenance).

Note: To view sent documents, launch Paperless Office, Main menu, and Customer Viewer or Vendor Viewer (depending on the form). Then select the Company Code and Form Type, and enter a date range, to view orders printed to Paperless PDF. Scroll to the right to view the Sent column indicating whether a PDF was sent to a customer.