Copies of emailed or printed documents in Sage 50cloud can be automatically saved to Microsoft OneDrive. You just need to be connected to your Office 365 account.
Save time – you’ll have a secure copy of documents without needing to print and file duplicates.
Get your Settings right:
- Log into Sage 50cloud as manager
- Go to Settings and then OneDrive Document Settings
Click Yes if asked to connect data to Office 365, and go back to OneDrive Document Settings
- Decide if you want to save copies of printed documents, emailed documents or both – choose the correct setting for you under Storage Preferences
- Select the layouts you want stored in OneDrive under Select Layouts
- If you wish to confirm before each document is saved to OneDrive, select Ask for confirmation before sending documents to OneDrive
- Click OK to confirm settings, and Yes if a confirmation message appears
Start saving documents:
- Find the document you want to print/email
- Click Yes if a confirmation message appears to send to OneDrive
- Continue with printing/emailing
Integration with Office 365 required:
This feature requires connection with your Microsoft Office 365 account. Check out the video below if you haven’t yet connected Sage 50cloud with Office 365.
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