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How to move .PDF documents for Paperless Office in Sage MAS 90 and 200 4.30

Summary:
See details.

Resolution ID: 497465

How to move .pdf documents for Paperless Office in Sage MAS 90 and 200 4.30 and later

Entry Type: Informational

Product: Sage MAS 90 ERP, Sage MAS 200 ERP

Application: Paperless Office

Version Reported: 4.30

Subject:
How to move .pdf documents in Sage MAS 90 and 200 version 4.30 and later

Possible Resolution:
If a .pdf file is not moved correctly, the report viewer cannot locate the file, and the path in the PDF Location
column displays in red text. Paths are defined in the tasks listed below in the Paperless Office Setup menu.
Note: The setup files are stored in ..\Mas90\Mas_System.

Report Type Task Setup Files

Journals and registers Journal and Register Maintenance PL_JournalPDFLog.m4t

Period end reports Period End Report Maintenance PL_PeriodEndPDFLog.m4t
Standard reports Report Maintenance PL_ReportPDFLog.m4t
Forms Form Maintenance PL_Form.m4t
To move .pdf files, perform either or both of the following procedures:
Note: These procedures use standard reports as an example, but apply to all report types.

Move existing reports.

Note: The report viewer must be able to locate the file in order to move it. If the Move button is unavailable
or the path is in red text, open Windows Explorer and move the file to the location noted in the PDF
Location column.
1. Expand Paperless Office and Main. Double-click Report Viewer.
2. Select the appropriate company and module codes (or All). The reports should display in the list
area.
3. Select the reports to be moved.
Note: Press CTRL or SHIFT when clicking to select multiple reports.
4. Click the Move button (yellow bar with the right arrow).
5. Enter or select the target location.
6. Click OK. A message occurs to indicate the number of reports moved and not moved.

Change the path for future reports.

1. Expand Paperless Office and Setup. Double-click Report Maintenance.
2. Select the appropriate company code and module code.

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3. In the PDF Directory field, enter the path where the .PDF files are now located.
4. Click Accept.
5. Repeat for each existing company and module code combination as desired.
6. Close the window.
7. Expand Paperless Office and Main. Double-click Report Viewer.
8. Select the company and module codes (or All), and verify that the paths are in black text and that the
reports can be opened.

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