PS Help: Document Manager
Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

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


 

 

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?

Anything else you want to tell us about the help?

 

 

Accessing Document Manager

When integrated as part of MYOB AE/AO Document Manager requires no separate launch process. Instead, you access Document Manager functions in a number of ways:

  • the Documents icon

  • Documents tabs on Client, Contact, Assignment Details (AE) or Employee pages

  • from fully integrated functions and buttons.

To access Document Manager

  1. Click Documents on the toolbar.


or
Select Document > Find Documents on the toolbar.
The Find Documents page opens.
or
Select Document > Analyse Documents on the toolbar.
The Analyse Documents page opens.

Related topics

Accessing Document Manager from the system tray

Adding the Document Manager icon to your system tray

Integration with MYOB Intranet

Configuring Document Manager for use

Setting up employees’ documents

Document Manager pages

Migrating to Document Manager

Using Document Manager

Searching and viewing 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

Was this information helpful?

Yes
No

Why not?



That's no good. Try searching the help again. Or maybe the community forum can help answer your question.

Sorry to hear that. Maybe our community forum can help.

How would you improve this page?

Unfortunately, we won't be able to respond to your feedback. Please don’t enter any personal information—if you need urgent help, contact our support team instead.

Thanks for your feedback.

Thanks! Anything you'd like to add?

We’d love to know what worked so we can keep improving our help. Please don’t enter any personal information—if you need more help, get in touch with our support team.

  Get started

  Integration with Microsoft Office applications

  Tools and options

  Using Document Manager

  Searching & viewing documents

  Migrating to Document Manager

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.