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Merge Settings are used in the merge function when a creating documents and selecting the contact whose details can be merged into the document.

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You should only select MYOB Document Manager as the integrated system with MYOB Intranet.

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titleTo configure contact merge settings
  1. Access the MYOB Intranet Administration window. See Administration and maintenance.
  2. Select Tools > Merge Settings on the main menu. The Contact Merge Settings window opens.
  3. Select MYOB Document Manager from the drop-down. The default file location where the merged documents are saved will be determined by Document Manager.
  4. Click OK. The Contact Merge Settings window closes.
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titleRelated topics
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Opening and editing items

New items

Indexing new items

Stationery documents

Document properties

Maintaining multiple versions of items

Moving or adding an item to a different category

Deleting documents and items

Bookmarks

Importing items

Exporting items

Applications

Application categories

Team members

Roles

Document types

Configuration

Reindex all documents