Edit Message

 

Window Details

 

How Do I...

Navigation

 

E-mail or Fax PDF Documents

Overview

 

 

 

Fields

 

 

 

 

Related Topics

 

 

Electronic Delivery

Electronic Delivery Message Maintenance

Vendor Viewer

Paperless Office Merge Fields

Customer Viewer

Default Messages in Paperless Office

Employee Viewer    

 

Navigation

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.

Overview

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 E-mail or Use Fax check box, indicating that the message has been edited.

Fields

 

Subject

Message Box

Insert Merge Field

E-mail Attachments