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Document Manager
AE Document Manager (AU)
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  Get started

  • Accessing Document Manager
  • Workflow overview
  • Configuring Document Manager for use
  • Setting up employees' documents
  • Security

  Integration with Microsoft Office applications

  • Integration with Microsoft Word, Excel and Outlook
  • Using Mail Merge
  • Share It feature
  • Working with emails

  Tools and options

  • Right-click_options
  • Toolbox
  • Task bar
  • Document Manager pages

  Using Document Manager

  • Creating new documents

  • Using file notes
  • Linking documents
  • Checking in and checking out
  • Document status
  • Document security

  Searching & viewing documents

  • General search rules
  • Full text searching
  • Searching all documents
  • Searching for specific documents
  • Sorting, grouping and filtering results

  Migrating to Document Manager

  • Document migration checklist
  • Preparing for migration
  • Using the Document Migration Wizard
  • Migration report

Copyright © 2023 MYOB Technology Pty Ltd. All rights reserved.
This help topic is provided as a guide only, in accordance with our Legal Disclaimer.
For specific taxation or accounting advice, please consult the relevant tax authority or regulator.

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