NOTE: If you haven't yet integrated your Sage 50 Accounts to your Microsoft 365 account, you must do this now, then you're ready to start sending documents to OneDrive.
If you also don't have a Microsoft 365 subscription already, you can be provided one by Sage. Leave your details and we'll be in touch.
OneDrive document settings
- Open Sage 50 Accounts and log in as manager.
- On the menu bar click Settings, then click OneDrive Document Settings.
If prompted to connect your data to Microsoft 365, click Yes, upload your data then repeat step 2.
- Under Storage Preferences, select whether you want to store copies of printed documents, emailed documents or both.
- Under Select Layouts, browse to and select the layouts you want to store in OneDrive.
- To confirm before each document is sent to OneDrive, click the Ask for confirmation before sending documents to OneDrive check box.
- To confirm your storage settings, click OK, then if a confirmation message appears, click Yes.
Send documents to OneDrive
- Browse to and click the document you want to print or email, then click Print or Email as required.
- If a Sending to OneDrive confirmation message appears, click Yes.
- Continue to print or email the document as normal.
Your document is sent to OneDrive the next time your accounts data syncs with Microsoft 365. You can view uploaded documents from within Sage 50 Accounts and also within OneDrive.