Using Purchase Orders with AccessibleDocs

Purchase Orders

If your organization uses Purchase Orders (POs) to manage billing, AccessibleDocs supports an easy and transparent process for creating and using them within the platform. This article covers how to create a PO and how to use it during the document upload process.

1. How to Create a Purchase Order

To create a Purchase Order, you must have an Enterprise subscription. As with all file uploads on AccessibleDocs, only PDF files are supported when using POs.

Here’s how to create a PO:

  1. Go to the Settings page — located at the top right corner under your profile name.

  2. Click on Purchase Orders in the side menu.

  3. Select Create Purchase Order.

  4. Fill in the required details:

    • PO Number

    • Number of Pages you wish to order

    • Date

    • Price Per Page

    • Assigned Users

  5. Upload your official Purchase Order file (PDF format).

🔹 Note: Any user in the company account can create a PO — this action is not limited to admins.

PO creation screen

2. How to Use a Purchase Order During Upload

Once your Purchase Order is approved and available in your account, using it is simple:

  1. Select the document you’d like to upload.

  2. Click Make Accessible.

  3. You’ll be prompted to choose a Purchase Order to cover the page count of the upload.
    You can set any PO as a default PO.

⚠️ If your selected PO doesn’t have enough pages available to cover the full document, the upload will be blocked until a valid PO is selected or additional pages are added.

select purchase order window

3. Additional Notes

  • A PO must be created and approved before uploading documents that rely on it.

  • You can manage and track your POs directly from the Settings > Purchase Orders section.

If you have any issues or questions related to Purchase Orders, feel free to reach out to our support team — we're happy to help.