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Accessing Document Manager

When integrated as part of MYOB AE/AO Document Manager requires no separate launch process. Instead, you access Document Manager functions in a number of ways:

  • The Documents icon

  • Documents tabs on Client, Contact, Assignment Details (AE) or Employee pages

  • From fully integrated functions and buttons.

 

How to access Document Manager
  • Click Documents on the toolbar.
    or
  • Select Document > Find Documents on the toolbar. The Find Documents page opens.
    or
  • Select Document > Analyse Documents on the toolbar. The Analyse Documents page opens.
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