Paperless office is one of the Sage 100 ERP modules that we here in support get a lot of calls about. In Part 1 of 3, we will show you how to do things like how print forms to PDF in Paperless Office and how to e-mail customer and vendor forms in Paperless Office.
Now here are some of the most common how-to tips that people have called in and asked about:
How to print forms to PDF using Paperless Office
Before you can print any forms to PDF using Paperless Office, you first need to set its preferences:
To print a form to PDF:
To view the PDF in the Viewer:
How to e-mail customer and vendor forms in Paperless Office
The first step is to set the system preferences for Paperless Office
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.
Then set up the customer or vendor specific forms for Electronic Delivery (this example uses Accounts Receivable)
How-to e-mail the form using the printing task (this example uses Sales Order Printing)
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).
Check back next week as we show you how to use paperless office for things like direct deposit slips.
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Regarding clients that claim to not be getting e-mails:
Recommend that they check their junk mail folder. They may have to mark your e-mail address as "not junk".
Additionally, some e-mails servers have spam filters set up that can filter things out before they even get to you. Odds are that the e-mail server has the spam filter set so high that it periodically picks out your e-mail for whatever reason to be spam. They might have to talk to their IT department about tweaking settings.