E-mail or Fax All Undelivered PDF Documents

In the Customer Viewer or Vendor Viewer task, you can locate and e-mail or fax all PDF forms to the customer, vendor, or employee.

In the Vendor Viewer task for form type Check, use the Deliver All Unsent or Deliver Only Unsent Advices button to electronically deliver PDF forms that have been updated but not yet been sent to the vendor.

To e-mail or fax undelivered PDF documents

Open the applicable Paperless Office viewer task for the type of document you are sending. For example, to send all undelivered invoices to customers, select Paperless Office Main menu > Customer Viewer.
In the viewer window, select the company and form type. Click the Search button.
In the Search for PDF Documents window, for the Sent field, select Equal to in the Operand field. In the Value field, type the letter N. Click OK.For more information, seeSearch for PDF - Fields.
In the viewer window, click the Select All button.
Click the Electronic Delivery button. In the Electronic Delivery window, select the appropriate e-mail and fax options. For more information, see Electronic Delivery - Fields.

Note If you select multiple documents to send, and one or more of the documents does not have a default message defined in Electronic Message Delivery Maintenance, those documents are sent with a blank subject line.

Note In Vendor Viewer, for checks, select the Deliver All Unsent or Deliver Only Unsent Advices button to electronically deliver the PDF forms that have been updated.

Click Send.

The unsent documents are e-mailed and/or faxed to their recipients. In the viewer window, the Sent column displays Y to indicate they have been electronically delivered.