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The Document Manager icon is usually added to all workstation system trays during Document Manager installation. If it is not installed, individual users can add it to their workstations later.

Once added, you can use the options described in Adding the Document Manager icon to your system tray.

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titleHow to add the Document Manager icon to the system tray
  1. Click Start > Programs > MYOB ProgramsMYOB > Document Manager Shortcuts.

  2. Drag Document Manager Shortcuts to your system tray. The Document Manager icon Intro00003.jpg appears in your system tray.

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titleHow to set the Document Manager icon to appear in the workstation system tray at start up
  1. Open Windows Explorer and browse to the location where Document Manager is installed. This is usually C:\Program Files\MYOB\Knowledge Management\Document Manager.
  2. Locate the file KMSysTray.exe.
  3. Right-click and select Create Shortcut.
  4. Move the new shortcut to C:\Documents and Settings\All Users\Start Menu\Programs\Startup. The Document Manager icon Intro00004.jpg appears in the system tray for all users of the workstation when Document Manager is restarted.
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titleRelated topics
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Accessing Document Manager from the system tray

Accessing Document Manager

Integration with MYOB Intranet

Configuring Document Manager for use

Setting up employees' documents

Document Manager options

Migrating to Document Manager

Using Document Manager

Searching and viewing documents

Creating new documents