Electronic Delivery for Forms Home | FAQs & Troubleshooting

 

Window Details			How Do I...
	Navigation			E-mail, Fax, or Print a Form as a PDF
	Overview
	Fields

 

Related Topics
	Paperless Office Delivery Options (Customer/Vendor Maintenance)		Paperless Office Delivery Options (Employee Maintenance)
	Paperless Office Options		PDF and Electronic Delivery Option Hierarchy
	Form Maintenance		Electronic Delivery Message Hierarchy
	Test E-mail		Default Messages in Paperless Office
	Test Fax		E-mail Message and Fax Cover Sheet Formats for Paperless Office
	Form Types in Paperless Office		Paperless Office FAQs

 

Navigation

In the applicable form printing window, in the Paperless Office Output field, select an option that includes electronic delivery. Click the Electronic Delivery button.

This task is available only if the form has been set up in the Paperless Office Options and Form Maintenance tasks.

Overview

Use Electronic Delivery for Forms to e-mail and/or fax the selected forms to the recipients set up for the customer, vendor, or employee in Paperless Office Delivery Options.

The message set up for the form in Electronic Delivery Message Maintenance is used by default, but you can manually enter a subject line and message. You can also add an additional attachments, such as promotional fliers, to the e-mails.

To send a test e-mail or fax before sending the actual messages, click Test E-mail or Test Fax.

Fields

 

E-mail Use E-mail Message From E-mail Message Subject Line

Fax Use Fax Message From Fax Number From Name Subject Line