How to forward emails and PDFs
Every store gets a unique forwarding address when you install PDF to Order. Forward purchase order emails to this address and a Shopify draft order is created automatically.
Find your forwarding address
Section titled “Find your forwarding address”Go to Shopify Admin > Apps > LevelOps PDF to Order. Your unique address is displayed on the welcome screen:
your-store@levelops.coClick the Copy button to copy it.
Supported formats
Section titled “Supported formats”You can forward any of the following:
| Format | How it works |
|---|---|
| Any layout — typed or handwritten. | |
| Word doc | .doc and .docx files. |
| Excel / CSV | Any column structure. |
| TXT | Plain text files. |
| HTML | HTML files or formatted email content. |
| Email body | Order details written directly in the email text. No attachment needed. |
No templates required — it works with whatever your customer sends.
One order per email
Section titled “One order per email”Each forwarded email must contain exactly one purchase order. If a customer sends multiple POs in one email, split them into separate forwards. Multiple PDFs per email are not yet supported.
Set up auto-forwarding
Section titled “Set up auto-forwarding”Auto-forwarding eliminates the manual step. Create a filter so inbound PO emails route directly to your LevelOps address.
- Open Settings > See all settings > Filters and Blocked Addresses.
- Click Create a new filter.
- Set your filter criteria (sender address, subject line, etc.).
- Select Forward it to and enter your LevelOps address.
Outlook
Section titled “Outlook”- Open Settings > Mail > Rules.
- Click Add new rule.
- Set conditions to match PO emails.
- Add the action Forward to with your LevelOps address.
Gorgias
Section titled “Gorgias”- Create a new forwarding rule in Gorgias.
- Target inbound order emails.
- Set the forwarding destination to your LevelOps address.
Processing time
Section titled “Processing time”Draft orders appear in Shopify Admin > Orders > Drafts within 1-5 minutes. You also receive a confirmation email with a direct link to the draft order.