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 Overview

In the Customer Viewer, Vendor Viewer, and Employee Viewer tasks, you can locate and e-mail or fax all PDF forms to the customer, vendor, or employee.

In the Vendor Viewer task for form type Check, use the Deliver All Unsent or Deliver Only Unsent Advices button to electronically deliver PDF forms that have been updated but not yet been sent to the vendor.

To e-mail or fax undelivered PDF documents

1. Open the applicable Paperless Office viewer task for the type of document you are sending. For example, to send all undelivered invoices to customers, select Paperless Office Main menu > Customer Viewer.

2. In the viewer window, select the company and form type. Click the Search button.

3. In the Search for PDF Documents window, in the Sent row:

   • In the Operand field, select Equal to.
   • In the Value field, type the letter N.

   Click OK. For more information, see Search for PDF - Fields.

4. In the viewer window, click the Select All button.

5. Click the Electronic Delivery button. In the Electronic Delivery window, select the appropriate e-mail and fax options. For more information, see Electronic Delivery - Fields.

Note If you select multiple documents to send, and one or more of the documents does not have a default message defined in Electronic Message Delivery Maintenance, those documents are sent with a blank subject line.

Note In the Vendor Viewer, for checks, select the Deliver All Unsent or Deliver Only Unsent Advices button to electronically deliver the PDF forms that have been updated.

6. Click Send.

The unsent documents are e-mailed and/or faxed to their recipients. In the viewer window, the Sent column displays Y to indicate they have been electronically delivered.