Document storage settings

https://help.myob.com/wiki/x/Ug-0Ag

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Do not delete this page - MYOB Practice navigates to it from within the product

As an administrator, configure your document storage settings so that when staff upload or edit documents, they are given options to choose from. These options categorise the documents, and staff can use some of these options to create document profiles. This helps staff quickly find and use the documents whenever they need them.

Settings you can configure

Service settings—Define services like Tax and Accounting, Financial planning or General.
Period settings—Add years.
Document type settings—Organise the documents into a hierarchical folder structure.

To configure your document storage settings

On the left side navigation bar, click Settings and click Document profiles.
Click the edit icon () to the right of the section you want to configure.

- If you're configuring the Service settings or Period settings section, enter the details that your practice needs for categorising documents, and click Save.
- If you're configuring top-level Document type settings, click Add a document type, enter the details and click Save.
- If you're configuring child-level Document type settings,
1. 1. Click the ellipsis icon () to the right of top-level document type and click Add child.
  2. Enter the details and click Save.
- If you want to Deactivate or Activate a type, click the ellipsis icon () to the right of top-level document type and click the relevant option.
  
  To see deactivated document types, select Include inactive.

Related topics

Document storage

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Settings you can configure

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