Electronic Delivery

 

Window Details

 

How Do I...

Navigation

 

E-mail or Fax PDF Documents

Overview

 

E-mail or Fax All Undelivered PDF Documents

Fields

 

 

 

 

Related Topics

 

 

Customer Viewer

Vendor Viewer

Employee Viewer

Electronic Delivery Message Maintenance

Job Viewer

Default Messages in Paperless Office

Journal and Register Viewer

Results of Electronic Delivery

Period End Report Viewer

Error During Electronic Delivery

Report Viewer

Error During Faxing

Paperless Office Delivery Options (Customer/Vendor Maintenance)

Invoice History Printing

Invioce History Inquiry

Check Printing and Electronic Payment

Extended Stub Report

 

 

 

Navigation

Access this window using one of the following methods:

Overview

Use Electronic Delivery to e-mail or fax one or more PDF documents. You can specify the e-mail and fax recipients, and specify whether to use the default message defined in Electronic Delivery Message Maintenance. You can also send a test e-mail and test fax before sending the actual PDF documents.

If you are accessing this task from the Customer Viewer, Vendor Viewer, or Employee Viewer, and select a single PDF document, you can perform additional functions. You can edit the message before sending it, and if you are sending the document by e-mail, you can also attach other files. The e-mail and fax recipients of the document default to the e-mail addresses and fax numbers entered for the customer or vendor in Paperless Office Delivery Options, accessed through Customer Maintenance, Vendor Maintenance, or Employee Maintenance.

Note Faxing is not available for Payroll documents.

Fields

 

E-mail

Use E-mail Message

From E-mail Address

Subject Line

To E-mail Addresses

Fax

Use Fax Message

From Fax Number

From Name

Subject Line

To Fax Numbers