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email Message and Fax Cover Sheet Formats for Paperless Office |
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Select Paperless Office Setup menu > Electronic Delivery Message Maintenance.
This window is available only if one or more check boxes are selected in the Enable Electronic Delivery and PDF Storage section in the Paperless Office Options window.
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Use Electronic Delivery Message Maintenance to create default messages to use when emailing or faxing documents in PDF format. You can create generic messages to use for a document type, company, or module, or create specific messages for individual documents.
You can insert merge fields in a message that represent values such as the customer name, document, and document date. The merge fields are automatically converted to the corresponding value when the email or fax is sent.
The message editor uses HTML, the same code used when creating websites, to format the messages. The toolbar includes the options to:
- Change the text color, font, and size
- Use bold or italic text
- Create bulleted and numbered lists
- Insert links and images
Note When you press the Enter key, a new paragraph is created, and paragraphs are surrounded by extra space. To start a new line without extra space above it, press Shift + Enter.
If you copy text from a different text editor, the formatting may also be copied, but be sure to test the email to verify.
The Electronic Delivery Message Listing reflects the message formatting.
Important The final formatting that message recipients will see depends on which email client they're using and whether the email client is set up to display HTML formatting or plain text.
When you send a document by email, the document is automatically attached to the email message as a PDF file.
Multiple messages can be defined for a single document, allowing you to define a generic message for a group of documents, and a specific message for one document in that group. For example, one generic message can be defined for all documents, and another message can be defined just for Accounts Receivable invoices. When multiple messages exist for a document, the message used is based on a hierarchy.
You can use the default messages that are predefined in the system, or create new ones.
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