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Merge settings

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

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

To configure contact merge settings

  1. Access the MYOB Intranet Administration window.


    2. See Administration and maintenance.

  2. Select Tools > Merge Settings on the main menu.


    3. The Contact Merge Settings window opens.

  3. Select MYOB Document Manager from the drop-down.


    4. 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.

Related topics

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
Related topics
practiceSolutionsHelp
Accountants and Partners
Document Manager
AE Document Manager (AU)
AE Document Manager (NZ)
AO Document Manager (AU)
AO Document Manager (NZ)
Australia
New Zealand

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