is there a way to setup bulk paperless options

Hello i'm new to sage and would like some help on how to setup my paperless s/o invoice options and s/o order options, so that i can just set all customers with the same email for the docs to be sent from at once rather than what im doing right now where i go into customer maintenance and then click the  more button in top right followed by selecting paperless options, inputting my email,and then repeating this process 2 times (one for invoice one for order) for all 2000+ customers.  Any help would be appreciated. 

Edit: i mis understood what i was doing i am setting it to send invoices and sales orders to 2 internal emails, someone commented how theres some sort of file they are kept in as pdf if i set that up, would that be a better option? and how would i do that and explain how its better to my employer?

  • 0

    Why are you sending all those emails to yourself and not to the specific customers?  You can Print to PDF, which puts a copy into the paperless office folder for Customers.  

  • 0 in reply to StefanouM

    Indeed.  Modern Sage has an option to send a CC to the salesperson email address, but you still have to set up the customer for paperless email, document by document.

    VI imports of the settings are possible, to make it quicker.

  • 0 in reply to Kevin M

    Even MORE modern Sage has an option in Paperless Setup Menu for creating Default Delivery Options for new customers/vendors, so that if you always use the Customer's Email address on the Main tab, you don't have to manually set them up anymore when creating a new customer.  :-)

  • 0

    "with the same email for the docs to be sent from"  - you are not setting up the email option correctly.  In company maintenance you setup the email address to send out all documents. IF you want to send out certain documents to certain  customers from a different email address you have the option to change in customer maintenance. That option is only if you want to change from standard.

  • 0 in reply to StefanouM

    Nope, read his post again. "with the same email for the docs to be sent FROM"  he is setting up each customer to use the same email address when this is done in Company Maintenance.  He is not understanding the setup process.

  • 0 in reply to BigLouie

    From can be changed on the fly... from the printing screen.

    ...but I read the OP as though they were sending the PDF to an internal address, then forwarding that on to the customer... so the Sage "to" settings were where the customer would receive their forwarded email from.

    Of course I could be wrong.

  • 0 in reply to Kevin M

    im trying to setup all invoices to be sent to customer and our front desk pc, i didnt relize that. i was just given a task by my boss to go in and manually set that up for each individual customer. invoices go to front desk and sales orders get sent to customer service he was having me put that email with all the customers emails i would show the page im doing it in but dont want to expose the customer email addresses

  • 0 in reply to nicholas cluck

    OK to do this, rather than manually enter each and every one, *ugh* you can import this information into AR_CustomerDocuments.  I would export the file to Excel, add the info into the ToAdditionalEmailAddress field for customers set up and then save and import the file.