How to print forms to PDF using Paperless Office for Sage 100

Description

• How to print forms to PDF using Paperless Office
• Where do we setup the location to store e-mailed Sales Order Invoices

Resolution

Set preferences for Paperless Office:

1. Expand Paperless Office and Setup. Double-click Paperless Office Options.
2. In the Enable Electronic Delivery and PDF Storage area, click the Forms check box, and click Accept.
3. In Setup, double-click Form Maintenance.
4. Select the following:
   • Company Code = The desired company code (or All).
   • Module Codes = The desired module (or All)
   • Documents = The desired form (or All Documents)
   • Enable Electronic Delivery = Select this check box if the form will be sent by e-mail.
   • From E-mail Address = The default e-mail address that the forms will be sent from.
   • PDF Directory = The directory to store the PDF files.
     Note: This should be accessible from all workstations that should have access.
   • Override Password / Confirm Password = Any password.
5. Click Accept.

Print a form to PDF:

1. Open the form printing task (for example: Sales Order Printing).
2. At the Paperless Office Output field, select PDF All.
3. Select any options and click Print.

View the PDF in the Viewer:

1. Expand Paperless Office and Main. Double-click Customer Viewer or Vendor
   Viewer (depending on the form type).
2. Select the company code.
3. Select the form type printed above (for example: Order).
4. Double-click the form printed above to view the PDF.
   Note: Reports can be printed, emailed, or faxed for this task.