#SAGE PAPERLESS OFFICE PDF#
If PDF Exists = N then confirm that a Paperless Office Output option (such as Print/PDF and Electronic Delivery) is chosen when Printing. And now, with many of us working from home, each four-drawer file cabinet holds an average of 10,000 to 12,000. Sadly, a typical employee spends 30-40 of their time looking for information kept in filing cabinets. You can use the Paperless Customer/Vendor Viewer to confirm PDF Exists = Y, and Sent = Y. How much paper, you ask According to Record Nation 1, the average office worker uses 10,000 sheets of copy paper each year. If Paperless Office does not email customer or vendors forms but no error is displayed:
#SAGE PAPERLESS OFFICE HOW TO#
If you want to retain the settings, create a new form code. Summary How to email (Electronically Deliver, Electronic Delivery) customer and vendor forms using Paperless Office in Sage 100 Setup Email Email Setup Resolution Set the system preferences for Paperless Office Expand Paperless Officeand Setup. Settings on this screen will not be retained when using the STANDARD form. We bridge the communication gap between the office and the field. BENEFITS Gain back office space by storing your documents electronically using Sage 100 ERP Paperless Officeon average, save about 20 percent of office space that was set aside for storage. There are a number of other items that this knowledgebase article points out which are important considerations when using Paperless Office. It was important for us to be paperless and to have a solution that would be easy to. Overview Use Electronic Delivery Message Maintenance to create default messages to use when emailing or faxing documents in PDF format. Sage has a knowledgebase article which reviews each of these options and provides guidance on exactly what they do.Īlthough this article pertains to the options in Employee and Customer Maintenance, you’ll notice the information also applies to options presented when you print a form and Paperless Office is enabled. This window is available only if one or more check boxes are selected in the Enable Electronic Delivery and PDF Storage section in the Paperless Office Options window. What exactly are these options and how do they impact your document flow? Print/PDF All and Electronically Deliver.
This occurs via their Paperless Office functionality which is part of Sage 100 and converts output to a PDF.ĭuring the printing process you’ve likely noted the myriad of options that can be selected for paperless office output. Sage 100 allows for a convenient way to send invoices, orders and statements via email.
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