Document Manager pages

https://help.myob.com/wiki/x/fIahAQ

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

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:

Administration page — you must have administration privileges to access and view this page
My Documents page
Mail Centre page
My Checked Out Documents page.

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 options

Document 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
	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.
INSERTIMAGE	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.