where is electronic forms manager

Question

My email no longer works for emailing AR statements. Help online keeps referring to electronic forms manager. Where is this? I am not able to find it.

Coleen Graber · Answer

Hi Lbaum- 
 With v2021 and after, we use Electronic Forms Manager to control email. Two Electronic Forms Manager screens display after you select the Email button when in AR Statements. 
 The first Electronic Forms Manager screen indicates the Subject and Message. 
 The second Electronic Forms Manager screen allows you to review the Options from the menu and when you select the Send button to send the statement. This screen also has a Service option on the bottome. 
 
 If using a 32-bit version of Microsoft Office your default service will be ISG MAPI, but Outlook can also be used. 
 If using a 64-bit version of Microsoft Office your default will be Outlook. Note: ISG MAPI service cannot be used with 64-bit) 
 
 *The service option is found in the bottom left hand corner of the Electronic Forms Manager when emailing 
 If you are experiencing issues with emailing statements I would have you review Knowledge Base article - What service options are available when emailing from Sage BusinessWorks 2021? 
 Otherwise, to troubleshoot your specific issue further, I would recommend to reach out to our support team via Live Chat. They can work with you to find an appointment available that fits your schedule. To get to Live Chat in the program, just go to Help, Live Chat or use this link: Live Chat 
 Sincerely, 
 Coleen

Sage BusinessWorks

where is electronic forms manager

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