Electronic Delivery Message Maintenance

 

Window Details

 

How Do I...

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Create a Default Message for Sending PDF Documents

Overview

 

Print a Report, Journal, or Listing

Fields

 

 

 

 

Related Topics

 

 

Form Types in Paperless Office

Default Messages in Paperless Office

Paperless Office Merge Fields

Electronic Delivery Message Hierarchy

E-mail Message and Fax Cover Sheet Formats for Paperless Office

 

 

 

Navigation

Select Paperless Office Setup menu > Electronic Delivery Message Maintenance.

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.

Overview

Use Electronic Delivery Message Maintenance to create default messages to use when e-mailing or faxing documents in PDF format. You can create generic messages to use for a document type, company, or module, or create specific messages for individual documents.

You can insert merge fields in a message that represent values such as the customer name, document, and document date. The merge fields are automatically converted to the corresponding value when the e-mail or fax is sent.

When you send a document by e-mail, the document is automatically attached to the e-mail message as a PDF file.

The message that is used depends on how specific the company, document type, and document is for the message. Multiple messages can be defined for a single document, allowing you to define a generic message for a group of documents, and a specific message for one document in that group. For example, one generic message can be defined for all documents, and another message can be defined just for Accounts Receivable invoices. When multiple messages exist for a document, the message used is based on a hierarchy.

You can use the default messages that are predefined in the system, or create new ones.

Fields

 

Document Type

Subject

Company Code

Insert Merge Field

Module Code

Message

Document

 

 

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