Different view options can be added to homepages (AE) or are available to view and quickly access specific Document Manager information.:
(AE) To add a view option, click the Customise homepage option on the Task bar (see Customising homepages). (AE) You can customise your homepages to include the following Document Manager homepage views: These pages are accessed from the downward arrow on the Documents button on the toolbar. Each of the Document Manager pages has an individual set of right-click options, used to access different view options. Available optionsDocument Manager views include a range of tools and options similar to other MYOB pages. The buttons at the bottom of each window vary, depending on your authorisation and the page you are viewing. Button | Function | Description |
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| Approved (AE) Complete | Marks the selected document as Approved (AE) and Complete, ready for sending. | (AE) | Awaiting Approval | Sends documents that have been marked as requiring approval to the authorised person to approve. | | Checkin | Available only when the selected document is marked as Checked out. Opens the Checkin wizard. | | Checkout info | Opens a dialog that displays the details of who has checked out the document and when. | | Delete Documents | Removes the selected document to the Trashbin. | | Export to Excel | Exports the selected document(s) to Microsoft Excel. | | In Progress | (AE) Returns a document that has been sent for Approval back to the In Progress stage. (AO) Reverts a document from the Complete status to In Progress. | | Link Documents | Links the selected document with other documents already in Document Manager. | | Mark as Sent | Marks the selected document as being sent. | | Print | Prints the selected document. In the Print window that displays, select your desired printer and adjust your print job properties as required. | | Produce Labels | This will generate mailing labels for selected clients. | | Restore from Trashbin | Recovers a previously deleted item from the Trashbin. |
(AE) | Rework | Send the selected document back to the author for editing. |
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