What Paperless Office Output Options are available for customer or vendor forms?

What Paperless Office Output Options are available for customer or vendor forms?

If Paperless Office does not email customer or vendors forms but no error is displayed:

You can use the Paperless Customer/Vendor Viewer to confirm PDF Exists = Y, and Sent = Y.

If PDF Exists = N then confirm that a Paperless Office Output option (such as Print/PDF and Electronic Delivery) is chosen when Printing.

If SENT = N then confirm:

1. Customer or Vendor has an email address in customer (or vendor) record OR that Paperless settings on Customer/Vendor show "use email in data entry" rather than using customer/vendor email address (which could be blank)
2. and that the Email check box is selected in the Electronic Delivery for Forms window.

To e-mail, fax, or store a form as a PDF

1. In the form printing window, enter form selection information in the appropriate fields.

2. In the Paperless Office Output field, select the appropriate option for printing, saving, or electronically delivering the form. The results of your selection depend on whether the Print, E-mail, and/or Fax check boxes are selected for each customer, vendor, or employee in the Paperless Office Delivery Options window.

Paperless Office Output Option	...to perform the following when these check boxes are selected in Paperless Office Delivery Options for the employee
Select...	E-mail check box	Print check box	None
Print All	Hard copies are printed of all selected forms.	Hard copies are printed of all selected forms.	Hard copies are printed of all selected forms.
Electronically Deliver Only	The selected forms are saved as PDF, and sent by e-mail	Nothing	Nothing
Print/PDF for Print Delivery Option	Nothing	The selected forms are saved as PDF and printed as hard copies	The selected forms are saved as PDF and printed as hard copies
Print/PDF and Electronically Deliver	The selected forms are saved as PDF, printed as hard copies, and sent by e-mail	The selected forms are saved as PDF and printed as hard copies	The selected forms are saved as PDF and printed as hard copies
Print/PDF or Electronically Deliver	The selected forms are saved as PDF, and sent by e-mail	The selected forms are saved as PDF and printed as hard copies	The selected forms are saved as PDF and printed as hard copies
Print/PDF All	The selected forms are saved as PDF and printed as hard copies	The selected forms are saved as PDF and printed as hard copies	The selected forms are saved as PDF and printed as hard copies
PDF All	The selected forms are saved as PDF	The selected forms are saved as PDF	The selected forms are saved as PDF

3. If you selected any option that includes electronic delivery, click the Electronic Delivery button next to the Paperless Office Output field.

Note Settings on this screen will not be retained when using the STANDARD form. If you want to retain the settings, create a new form code.

4. In the Electronic Delivery for Forms window, select the E-mail check box to e-mail the selected forms, and/or the Fax check box to fax the selected forms.

5. To use the message defined for this form in Electronic Delivery Message Maintenance, select the Use E-mail Message or Use Fax Message check boxes. To send a subject line that is different from the message defined for this form, clear the Use E-mail Message or Use Fax Message check box and type a subject line in the Subject field.

6. Enter the appropriate sender information for the e-mails and/or faxes.

Note You can define e-mail or fax recipients in this window only if you are printing historical invoices. Otherwise, each form is automatically sent to the e-mail or fax recipients entered for the customer, vendor, or employee in Paperless Office Delivery Options.

7. To send a test e-mail before sending the actual forms, click Test E-mail. To send a test fax, click Test Fax.

8. Click OK. In the form printing task, click Print.

Note If you selected an electronic delivery option in the Paperless Office Output field, the Print button is enabled only if e-mail or fax options are selected and the sender e-mail address is entered. The default sender address can be entered in Paperless Office Options or Company Maintenance, and can be changed in Electronic Delivery for Forms.

The selected forms are saved and sent as PDFs. If you sent the form by e-mail or fax, the Results of Electronic Delivery window appears, displaying the number of e-mails and faxes sent.

DocLink: How to print forms to PDF using Paperless Office
DocLink: How to use Paperless Office to e-mail customer and vendor forms from Sage 100