Form Maintenance Home | FAQs & Troubleshooting

 

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	Overview			Generate Employee PDF Passwords
	Fields			Print a Report, Listing, or Form

 

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	Copy From		Form Types in Paperless Office
	Paperless Office Options

 

Navigation

Select Paperless Office Setup menu > Form Maintenance.  

This task is available only if the Forms check box is selected in Paperless Office Options.

Overview

Use Form Maintenance to set up options for storing and electronically delivering forms in PDF format. Forms include documents such as invoices, sales orders, return orders, and purchase orders. You can define a specific location for storing PDF documents, a default "from" e-mail address, and an override password to open the PDF document. A form can be e-mailed or faxed only if the Enable Electronic Delivery check box is selected for the form in this window.

Form options can be defined by company, module, and individual form. You can use this flexibility to set up options for multiple forms, and then define options for any exceptions. For example, to enable electronic delivery for all companies and modules, for all forms except direct deposit stubs, you could set up one record for all companies and all modules, and enable electronic delivery. Then set up another record for all companies, the Payroll module, and the Direct Deposit Stub form, and disable electronic delivery.

You can delete settings for PDF documents. Deleting a setting does not affect the actual form, only the PDF settings for that form.

Note Form codes set up for batch faxing cannot be used with Paperless Office.

Fields