Document storage settings

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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 service categories that your practice will use to organise documents. For example, allow your practice to tag a document as part of Auditing, Tax accounting or Financial planning work.

If you've got documents with services you've migrating from AE/AO, your services will already be here. How do they migrate?

You can't delete any services, but you can add new ones, or rename existing ones to reuse them. If you rename a service, the name is updated in the profile settings of any documents that you previously applied the service to.

Period settings

Add the period categories that your practice will use to organise documents. For example, Q1, Q2, Q3, Q4. Or 2019 and 2020.

Document type settings

Organise the documents into a hierarchical structure.

To configure your document storage settings

As an administrator, 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.

- Service settings—Enter the document category details relevant for your practice in the Add new setting field, and click Save.
- Period settings—Enter the document category details relevant for your practice in the Add new setting field, and click Save.
- Document type settings:
  - To configure a top-level type, click Add a document type, enter the details and click Save.
  - To configure a child-level type:
1. 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

Service settings

Period settings

Document type settings

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