Sage 100

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I want to start using customizer and Custom Office to be able to email forms to multiple people within a company, where do I start?

Posted By debs34567 over 7 years ago

I have been using MAS since 1987, but have never used the above features. With the demands of customers lately I need to be able to email a variety of forms to multiple people within a company. Right now it is taking way too long to scan documents in manually and then email everyone. I'm hoping multiple emails can be stored within one company with directives as to what forms go to whom. Thank you

0 Kevin M over 7 years ago

Emailing documents is through Paperless Office, not Custom Office. The vendor / customer settings can direct different documents to different email addresses. The help files might be a good place to start reading. Set up the email tab in Company Maintenance, go through the settings screens for the Paperless Office module, and click the "Paperless" button in Vendor Maintenance / Customer Maintenance.
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Sage 100

I want to start using customizer and Custom Office to be able to email forms to multiple people within a company, where do I start?

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