How to use Paperless Office to e-mail customer and vendor forms from Sage 100

Set the system preferences for Paperless Office
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 is 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. 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 data entry.
    - Note: For customers with separate Ship-to Addresses and E-mail Addresses tied to those Ship-to Addresses, this allows Electronic Delivery to the E-mail Address for the Ship-To Location
  - 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 was not 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: If the document is not 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 see whether past documents have been sent, you can go to 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. One of the columns (you may have to scroll to the right to see it) will be a Sent column that would indicate whether a PDF was sent to a customer.