Electronic Delivery for Forms

 

Window Details

 

How Do I...

Navigation

 

E-mail, Fax, or Print a Form as a PDF

Overview

     

Fields

     

 

Related Topics

   

Paperless Office Delivery Options (Customer/Vendor Maintenance)

Paperless Office Delivery Options (Employee Maintenance)

Paperless Office Options

PDF and Electronic Delivery Option Hierarchy

Form Maintenance

Electronic Delivery Message Hierarchy

Test E-mail

Default Messages in Paperless Office

Test Fax

E-mail Message and Fax Cover Sheet Formats for Paperless Office

Form Types in Paperless Office

Paperless Office FAQs

 

Navigation

In the applicable form printing window, in the Paperless Office Output field, select an option that includes electronic delivery. Click the Electronic Delivery button.

This task is available only if the form has been set up in the Paperless Office Options and Form Maintenance tasks.

Overview

Use Electronic Delivery for Forms to e-mail and/or fax the selected forms to the recipients set up for the customer, vendor, or employee in Paperless Office Delivery Options.

The message set up for the form in Electronic Delivery Message Maintenance is used by default, but you can manually enter a subject line and message. You can also add an additional attachments, such as promotional fliers, to the e-mails.

To send a test e-mail or fax before sending the actual messages, click Test E-mail or Test Fax.

Fields

 

E-mail

Use E-mail Message

From E-mail Message

Subject Line

Additional E-mail Attachments

Fax

Use Fax Message

From Fax Number

From Name

Subject Line