Set System Preferences for Paperless Office

1. Expand Paperless Office and Setup.
2. Double-click Paperless Office Options.
3. In Enable Electronic Delivery and PDF Storage, select the Forms checkbox.
4. Click Accept.
5. Expand Paperless Office and Setup again, then double-click Form Maintenance.
6. Select the Company Code.
7. For Module Code and Document, select All to set a default PDF location, or specify combinations as needed.
8. Select Enable Electronic Delivery to set a default email address.
9. In PDF Storage, enter a directory accessible to all workstations.
10. Enter and confirm the Override Password, then click Accept.

Set Up Customer or Vendor-Specific Forms for Electronic Delivery

1. Expand Accounts Receivable and Main.
2. Double-click Customer Maintenance.
3. On the Main tab, enter the primary email address.
4. Click the Paperless button.
5. In the Document list, select a document (for example, S/O Order).
6. In PDF Delivery Options, select E-mail (and Print or Fax if needed).
7. Click the E-mail tab.
8. Select Use E-mail Address in Data Entry to use addresses from data entry. Or Use Customer E-mail Address for the primary account address.
9. In To Custom Contacts, select a primary contact code if needed.
10. Click Accept and repeat for other documents as needed.

E-mail the Form Using the Printing Task

1. Expand Sales Order and Main.
2. Double-click Sales Order Printing.
3. In Paperless Office Output, select Electronic Delivery Only and click E-mail.
4. Verify your email settings, then click OK.
5. In Selections, set Operand = Equal to and enter the sales order number.
6. Click Print. The system delivers the form as a PDF or emails based on your selections.
   • Review the setup in Customer Maintenance or Vendor Maintenance. if you don't deliver the document as expected.

View Sent Documents

1. Open Paperless Office, Main, Customer Viewer or Vendor Viewer.
2. Select the Company Code and Form Type, and enter a date range.
3. Check the Sent column to confirm delivery.