Paperless Office Overview Home | FAQs & Troubleshooting

 

The Paperless Office module allows you to set up PDF storage and electronic delivery options for documents in all companies. You can specify separate settings for journals and registers, reports, period-end reports, and forms. Setting up this module allows you to enable and define Paperless Office functionality throughout the software.

This module also contains viewers in which you can view, move, delete, and electronically deliver PDF documents of customer forms, vendor forms, journals and registers, standard reports, and period-end reports.

Purge utilities are also included which allow you to purge PDF documents as needed.

You do not need to enable this module in Company Maintenance; however, you must enable Paperless Office functionality for each type of document you would like to store and electronically deliver.

For more information, see Set Up Paperless Office.