Enable Electronic Delivery and PDF Storage

1. Expand Modules, Paperless Office, and Setup.
2. Double-click Paperless Office Options.
3. Select the Journals and Registers check box under Enable Electronic Delivery and PDF Storage.

Set Up Journal and Register Maintenance

1. In Setup, double-click Journal and Register Maintenance.
2. Select a company code or All Companies.
3. Select a module code or All Modules.
4. Select a document or All Documents.
5. Click the Browse Directory button and choose the folder for storing PDF files.
   • Ensure the path is on the same server as Sage 100 ERP.

Configure PDF Creation and Security

1. Select an option from the Auto Create PDF list:
   • Yes: Always print to PDF.
   • No: Always print to hard copy.
   • Prompt: Choose each time.
2. Select Password Protect options: Prompt, Yes, or No.
   • This field is available only if you select Prompt or Yes in Auto Create PDF.
3. Enter a password in the Password and Confirm Password

Add Associated Documents (Optional)

1. You can add Attachments to each journal/register.
2. Specify a default directory for attachments.
3. Change the location when printing if needed.

Print, Email, or Fax Documents

1. Expand Modules, Paperless Office, and Main.
2. Double-click Journal and Register Viewer.
3. Double-click a document to view it.
4. Print, email, or fax the document.

 NOTE: You can’t print to PDF and hard copy at the same time. 

Print forms to PDF using Paperless Office
Print reports to PDF using Paperless Office
Set up Paperless Office to save/print your Period/Year-End Reports