Page Comparison - Viewing documents (v.2 vs v.3) - PS Help: Practice Manager - MYOB Help Centre

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Versions Compared

Old Version 2

changes.mady.by.user MathangiS

Saved on Jun 18, 2018

compared with

New Version Current

changes.mady.by.user Tim Chang

Saved on Jul 03, 2018

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You can view the documents added and linked (AE) linked to an assignment (AE) assignment, client, contact or supplier (AE) supplier from the Documents tab.

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title	To view documents attached to an assignment, client, contact or supplierattached documents

Find and open the (AE) assignment, client, contact or (AE) supplier.
Click the Documents tab. All the folders, documents and document links (AE) document links are displayed in the list.
Double-click a file or link to open it.

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title	Related topics

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Using the Client

and Contact pages

Using the Contact page

(AE) Using the Supplier page

(AE) Assignment Details page

Changing the documents folder

Adding documents

Creating new document templates

(AE) Adding new documents from templates

(AE) Linking documents and folders to contacts

(AE) Adding links to existing documents

(AE) Removing document links

Deleting documents

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