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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You can print a customer listing but other than that no you can't see if a customer has already setup Paperless Office without having to click on the Paperless button. Hope this helps
Let look into this further and get back to you Farid
I was wondering if there is a way to know if a customer has already been setup in paperless office Without clicking on the paperless button in customer maintenance and clicking few more! I wanted to use the custom office and bring the emails and show them next to the paperless button but I could not find the table that holds that information. No luck with sage support either yet. Thanks Farid