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A Closer Look at New Features in Sage 100 Paperless Office 2021

Sage 100 Paperless Office is a very popular module and generates quite a bit of attention from customers submitting enhancement requests through the Sage 100 Ideas website. In response, Sage 100 2021 released earlier this year introduced a nice range of new features that we’ll take a closer look at in this article.

Default Delivery Options

A new Default Delivery Options task has been added to the Paperless Office Setup menu. An idea submitted by customers, this task allows you to specify default form selections when creating a new customer or vendor record, so you don't have to set up each document individually.

More Detailed Delivery Logs

Also requested by customers, a new Electronic Delivery Log button has been added to various tasks including Customer Viewer, Vendor Viewer, Employee Viewer, Journal and Register Viewer, and Period End Reports Viewer. This displays the most recent date and time the document was sent, the user who sent it, status of the submission, and the recipient's email or fax number.

You can also click the Electronic Delivery Submissions List button to view a list of all attempts to send a particular document. In addition, new inquiry tasks make it quick and easy to view a list of all documents sent to customers, with options to filter results and even re-send from there.

New Options for Associated Documents

With Sage 100 2021, you’re no longer limited to PDF files when associating documents with journals and registers using Paperless Office. Any document type can be associated, including Word documents, Excel workbooks, images, and more.

Better Document Update Rules

Forms are no longer flagged as updated when they are printed as PDFs, but not electronically delivered due to an interruption in the process. Previously when the printing and delivery process was interrupted, forms were sometimes flagged as updated when they were printed but not sent.

Email Additional Salespeople

When sending forms to customers, you can also send them to all salespeople who are receiving a commission on the sale. A new checkbox has been added to the Paperless Office Delivery Options window accessed through Salesperson Maintenance which enables this feature for statements, sales orders, and sales order invoices.


Contact us to learn more about the new features in  Sage 100 Paperless Office 2021.

Shannon Sadowsky

Written by Shannon Sadowsky

Shannon is the Sage 100 Practice Director at RKL eSolutions and has 16 years of consulting and implementation experience. She works at every stage of implementation, understanding a business’s challenges, ensuring a clients’ requirements are met and they are happy with RKL services. When not working, Shannon enjoys Disney days with her kids, spending time with family and friends, and spends way too much time at the baseball fields for her kids.