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Configure Paperless Office Output Options for Forms for customer or vendor forms

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Summary

How to set Paperless Office output options in Sage 100 to print, email, fax, or save customer and vendor forms as PDFs.

Resolution

If Paperless Office doesn’t email customer or vendor forms and no error appears, check the Paperless Customer/Vendor Viewer.

Make sure PDF Exists = Y and Sent = Y.

If PDF Exists = N, select a Paperless Office Output option like Print/PDF and Electronic Delivery when printing.

If Sent = N:

  • Confirm the customer or vendor has an email address, or Paperless settings use “email in data entry.”
  • Ensure to select E-mail option in the Electronic Delivery for Forms window.

To email, fax, or store a form as a PDF:

  1. In the form printing window, enter form selection details in the required fields.
  2. In Paperless Office Output, select an option for printing, saving, or electronic delivery.
  3. If you want electronic delivery, click Electronic Delivery next to Paperless Office Output.
  4. In Electronic Delivery for Forms, select E-mail and/or Fax check boxes.
  5. Choose Use E-mail Message or Use Fax Message to apply predefined text. You can also clear them and enter a subject line.
  6. Enter sender information for e-mails and faxes.
  7. Click Test E-mail or Test Fax to send a test message.
  8. Click OK, then click Print in the form printing task.

  9. If you choose an electronic delivery option, click the Electronic Delivery button next to Paperless Office Output.

Below are the Paperless Office Output Options:

Paperless Office Output Option ...to perform the following when you select the check boxes in the Paperless Office Delivery Options for the employee    
Select... E-mail check box Print check box None
Print All The system will print hard copies for all selected forms. The system will print hard copies for all selected forms. The system will print hard copies for all selected forms.
Electronically Deliver Only The system saves the selected forms as pdf file and e-mails them. Nothing Nothing
Print/PDF for Print Delivery Option Nothing The system saves the forms as pdf files and print hard copies. The system saves the forms as pdf files and print hard copies.
Print/PDF and Electronically Deliver

The system saves the forms as pdf files, print hard copies, and send email.

 The system saves the forms as pdf files and print hard copies. The system saves the forms as pdf files and print hard copies.
Print/PDF or Electronically Deliver The system saves the forms as pdf files and e-mails them. The system saves the forms as pdf files and print hard copies. The system saves the forms as pdf files and print hard copies.
Print/PDF All The system saves the forms as pdf files and print hard copies. The system saves the forms as pdf files and print hard copies. The system saves the forms as pdf files and print hard copies.
PDF All The system saves the forms as pdf files. The system saves the forms as pdf files and print hard copies. The system saves the forms as pdf files and print hard copies.

 

 NOTE: Print becomes active when you select email or fax and enter a sender address. Set the default sender in Paperless Office Options or Company Maintenance. 

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Related Solutions

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