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Employee Viewer |
From the Paperless Office Main menu, select one of the following:
- Customer Viewer
- Vendor Viewer
- Employee Viewer
In the viewer window, select one PDF document to email or fax, and then click the Electronic Delivery button. In the Electronic Delivery window, click Edit Message. The Edit Message button is not available if more than one document is selected in the viewer.
Use Edit Message to modify the message to use when sending a PDF document to a customer, vendor, or employee. You can edit the subject and message, and insert merge fields. If you are sending an email, you can attach one or more files to the message.
After you edit a message and return to the Electronic Delivery window, a message is displayed next to the Use