Skip to content
  • There are no suggestions because the search field is empty.

Add Order or PO Attachments to an Email

When using  the OneDrive Integration, Acctivate creates a unique folder associated with your Acctivate document making it easy to locate and add multiple attachments to email.

When Acctivate is integrated with OneDrive or SharePoint, attachments related to a sales order or purchase order are stored in a designated folder named by document type and transaction number (e.g., SalesOrder\SO12345). You can easily attach all documents from this folder when emailing a document from Acctivate.

  1. Verify that the OneDrive integration is set up for your company by following our integration guide.

  2. Open your email window in Acctivate.

  3. On your workstation, open the File Explorer and navigate to the configured Acctivate OneDrive folder, open the folder for the document type (Sales Order, Purchase Order)

  4. Click into the address bar at the top of the file explorer window and type a backslash and your document number (e.g., \SO12345). Hit the Enter key.This will open the folder that contains the documents attachments.

  5. Click into the body of the folder and press Ctrl + A to select all files. Drag the documents into the email window in Acctivate.

  6. All documents should not be attached, review the message and click Send.

Users must have at least read-only access to the OneDrive folder to be able to select and attach files from it. If you only want to include specific documents, hold Ctrl and click to choose individual files instead of using Ctrl + A.