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Select this check box to e-mail the selected PDF documents when the Send button is clicked.
Select this check box to use the default message defined for the selected documents in Electronic Delivery Message Maintenance. If this task is accessed from Customer Viewer or Vendor Viewer and a single PDF document is being sent, selecting this check box also allows you to edit the subject line and message in Edit Message. For more information, see Edit Message.
When this check box is selected, the message that is used depends on the specificity of messages defined in Electronic Delivery Message Maintenance. Multiple messages can be defined for a single document. For example, one message can be defined for all documents in all companies and all modules, and another message can be defined for a specific document in a specific company and module. When multiple messages exist for a document, the message used is based on a hierarchy. Messages defined for a specific company, module, document type, and/or document override messages defined for all companies, modules, document types, and documents. For more information about the specific message hierarchy, see Electronic Delivery Message Hierarchy.
If this check box is selected but no default message exists for the document, a blank subject line will be used along with the following standard message body text: "Please see the attached PDF document: [file name]" where [file name] is the PDF document file name. Clear this check box to manually enter a subject line in the Subject Line field, and use the standard message body text. This field is available only if the E-mail check box is selected.
For more information about how text is placed in e-mails, see E-mail Message and Fax Cover Sheet Formats for Paperless Office.
Type the sender e-mail address to use for the e-mails. If this task is accessed from the Paperless Office Customer Viewer or Vendor Viewer with one row selected, or accessed from Customer Viewer or Vendor Viewer from Customer Maintenance or Vendor Maintenance, this field defaults to the e-mail address entered in Company Maintenance. For more information, see Company Maintenance.
This field is available only if the E-mail check box is selected.
Type a subject line to use for the e-mail. You can also manually type merge fields in the subject line, using the format [xxx]. When the message is sent, the merge field is converted to the corresponding value.
It is important to only type merge fields that apply to the document you are sending. For example, the [DocumentNo] merge field applies only to certain documents. If this merge field is inserted for a document such as a statement that does not have a document number, the merge field is not converted to a value when the e-mail is sent. For more information, see Paperless Office Merge Fields.
This field is available only if the E-mail check box is selected and the Use E-mail Message check box is cleared. If the Use E-mail Message check box is selected, the subject line defined in Electronic Delivery Message Maintenance for the selected document is used.
For more information about how subject line text is placed in e-mails, see E-mail Message and Fax Cover Sheet Formats for Paperless Office.
Example - Inserting a merge field
To define a message for a group of invoices that automatically inserts the invoice type and invoice date into the subject line, you could insert merge fields similar to the following:
Attached is your [Document] dated [DocumentDate].
In the actual e-mail this would appear as the following:
Attached is your Credit Memo dated 5/31/2010.
Enter the e-mail address of each e-mail recipient.
This grid is available only if the E-mail check box is selected. This grid is not available if this task is accessed from Customer Viewer or Vendor Viewer, and more than one document is selected to be sent. In that case, e-mails are sent to the e-mail recipients set up for the customer or vendor in Paperless Office Delivery Options (Customer/Vendor Maintenance).
This grid is also not available if this task is accessed from the Employee Direct Deposit Stub Viewer. In that case, e-mails are sent to the e-mail recipient set up for the employee in Paperless Office Delivery Options (Employee Maintenance).
Select an option to determine whether the recipient's e-mail address is added to the To, Cc, or Bcc field.
Select this check box to fax the selected PDF documents when the Send button is clicked.
This check box is not available if this task is accessed from the Employee Viewer.
Select this check box to use the default message defined for the selected documents in Electronic Delivery Message Maintenance. If this task is accessed from Customer Viewer or Vendor Viewer and a single PDF document is being sent, selecting this check box also allows you to edit the subject line and comment text in Edit Message. For more information, see Edit Message.
When this check box is selected, the message that is used depends on the specificity of messages defined in Electronic Delivery Message Maintenance. Multiple messages can be defined for a single document. For example, one message can be defined for all documents in all companies and all modules, and another message can be defined for a specific document in a specific company and module. When multiple messages exist for a document, the message used is based on a hierarchy. Messages defined for a specific company, module, document type, and/or document override messages defined for all companies, modules, document types, and documents. For more information about the specific message hierarchy, see Electronic Delivery Message Hierarchy.
If this check box is selected but no default message exists for the document, a blank subject line will be used along with the following standard message text: "Please see the attached PDF document". Clear this check box to manually enter a subject line in the Subject Line field, and use the standard message text.
Information is placed on the cover letter based on the template defined in Company Maintenance. For more information about how text is placed in faxes, see E-mail Message and Fax Cover Sheet Formats for Paperless Office and Company Maintenance.
This field is available only if the Fax check box is selected, and is not available if this task is accessed from the Employee Viewer.
Type the sender fax number, starting with the area code, to use for the faxes. If this task is accessed from the Paperless Office Customer Viewer or Vendor Viewer with one row selected, or accessed from Customer Viewer or Vendor Viewer from Customer Maintenance or Vendor Maintenance, this field defaults to the fax number entered in Company Maintenance. For more information, see Company Maintenance.
This field is available only if the Fax check box is selected, and is not available if this task is accessed from the Employee Viewer.
Type the sender name to use for the faxes.
This field is available only if the Fax check box is selected, and is not available if this task is accessed from the Employee Viewer.
Type a subject line to use for the fax. You can also manually type merge fields in the subject line, using the format [xxx]. When the message is sent, the merge field is converted to the corresponding value.
It is important to only type merge fields that apply to the document you are sending. For example, the [DocumentNo] merge field applies only to certain documents. If this merge field is inserted for a document such as a statement that does not have a document number, the merge field is not converted to a value when the fax is sent. For more information, see Paperless Office Merge Fields.
This field is available only if the Fax check box is selected, and the Use Fax Message check box is cleared. If the Use Fax Message check box is selected, the subject line defined in Electronic Delivery Message Maintenance for the selected document is used.
This field is not available if this task is accessed from the Employee Viewer.
For more information about how subject line text is placed in faxes, see E-mail Message and Fax Cover Sheet Formats for Paperless Office.
Type the fax number, starting with the area code, and name of each fax recipient.
This grid is available only if the Fax check box is selected. This grid is not available if this task is accessed from Customer Viewer or Vendor Viewer, and more than one document is selected to be sent. In that case, faxes are sent to the fax recipients set up for the customer or vendor in Paperless Office Electronic Delivery Options. For more information, see Paperless Office Delivery Options (Customer/Vendor Maintenance).
This grid is available only if the Fax check box is selected, and is not available if this task is accessed from the Employee Viewer.
Note The fax number must include the area code to process a fax.
