The document status process enables you to set up controls for checking work before it is sent to your clients. You can set which documents require approvals and which team members have approval rights.

When Document Manager is installed, it adds buttons and other tools to Microsoft Outlook, Excel and Word toolbars. These are used when preparing and approving documents before sending them to clients and contacts.

Document Manager allows you to configure and control a secure approval process. Some standard documents may already have an approval requirement established within MYOB Intranet. This means that when a new document is created, based on this standard document, the Approval Required checkbox in the Create Document Wizard is already selected and cannot be changed. In situations where an approval requirement is not already set, it is at this stage in the document creation process that the requirement for approval can be manually applied.

A document is always created with the status of In Progress and requires you to move it from that status. Once a document is ready to be emailed or sent to a client, you can set it to Completed (if approval is not required) or Approval Required.

For details, see:

• Setting and sending documents for approval

• Re-sending documents for approval

• Setting documents as approved / complete

• Returning documents for rework.

Document status is used to monitor the document creation workflows and to control documents distributed to clients from your practice.

A document is always created with the status of In Progress and requires you to move it from that status. Once a document is ready to be emailed or sent to a client, you can set it to Completed.

For details, see:

• Viewing and editing the current status of a document

• Setting a document status.