Documents

https://help.myob.com/wiki/x/Ai_EAQ

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In MYOB AO, the Documents menu is opened by selecting Maintenance > Maintenance Map > Documents. It is used to set up and maintain Mailing settings.

Documents are any files which are prepared or relate to the work you are doing for a client. They include:

Spreadsheets
Word documents
PDFs
HTML pages
Graphics
Media files.

When you open a document from within a Client or Contact page, the application that created the document launches automatically.

Documents are set up, managed and maintained using the following sub-menus of Maintenance > Documents:

Document creation settings
(Practice Manager) Document style defaults
(Practice Manager) Document styles
(AE) Document storage settings
Mailing settings
(Practice Manager) Master paragraphs

Related topics

(AE) Document creation settings

(Practice Manager) Setting up remittance templates

(AE) Address/Phone

(AE) Assignments (Maintenance menu)

(AE Practice Manager) Currency

(AE) Employee

(AE) Internal

(Practice Manager) Ledger maintenance

(Practice Manager) Miscellaneous

(AE) Security

(Practice Manager) Time setup

(AE) User defined

Mailing settings

Using the Maintenance Map

(AO) Client - Family Groups

(AE Practice Manager) Tax

(AO) For Australian AO clients

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Overview

Using Practice Manager

Clients and contacts

Employees

Suppliers

Assignments (AE)

Timesheets, disbursements
and expenses

Billing

Debtors

Bookkeeping

Other topics