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Setting up the Save With option for Document Manager

This support note applies to:

  • AO Document Manager (AU)
  • AO Document Manager (NZ)
  • AE Document Manager (NZ)
  • PDF Manager (AU)
  • AE Document Manager (AU)
  • PDF Manager (NZ)
Article ID: 33929

In MYOB, if you would like to save a PDF copy of your document directly into Document Manager (DM), this is done using PDF Manager.

The following instructions will step you through setting your "Save With" settings.

Setting the "Save With" settings for Document Manager
  1.  From the PDF Manager drop down menu select Tools, click on Options and then select Save with Settings. The Save With Settings screen appears.
  2. Select Document Manager from the pick list.
  3. Tick the Enable integration with Document Manager checkbox.
  4. Click OK to save.
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