• Paperless Office-Emailing Invoice and tracking to different email

    Hello All! Sage 2019 ERP.......We have used Paperless office forever and had relatively no issues but I fear we are not using it to it's ability (like most of this product). I'm wondering if I can do the following: I have a customer number in our system…
  • HTML code in Paperless Office?

    Is it possible to insert HTML code in the ‘Electronic Delivery Message Maintenance’ window? We would like a nicer landing page for the employee pay stubs.
  • Paperless Office Input options - Possible to Scan or Attach a PDF to existing Customer Maintenance account?

    The question is: can Paperless Office receive scanned in documents and attach them to / associate them with a Customer Maintenance record? ..Or any other way to associate files with a Sage Customer account? Thanks very much!!!
  • Paperless Office Output options

    Is it possible to limit the options available in the dropdown list for Paperless Office Output in the print window? Short of having a forms code for each option, how can I prevent a user from absentmindedly emailing a customer when just wanting to print…
  • Can I print multiple forms when printing invoices from sales order?

    I have setup paperless office and it is working great, thank you all for your help. Is there anyway to also send the other forms requested by certain customers with the invoices such as the C of C's, BOL's or Packers? I'm not sure if there is a way to…
  • E-mail Invoices to Salesperson

    Is there an easy way to have customer invoices carbon copied (or blind carbon copied) to the salesperson when we use Paperless Office to send them to the customer? It seems like the only way is to set them all up as an additional e-mail address in Paperless…