Add <Doc Type>

Create a user defined document (for example, Add Email).

Add Calculator

Add a calculator to the Document Manager database.

Add Checklist

Add the details of a checklist to the Document Manager database.

Add Email

Add an email to the Document Manager database.

Add Fax

Add the details of a fax to the Document Manager database.

Add File Note

Add a file note to the Document Manager database.

Add Form

Add details of a form to the Document Manager database.

Add Letter

Add details a letter to the Document Manager database.

Add Meeting

Add details of a meeting to the Document Manager database.

Add Minutes

Add details of the minutes of a meeting to the Document Manager database.

Add Phone Call

Add details of a phone call to the Document Manager database.

Add Workpaper

Add the details of a workpaper to the Document Manager database.

Import document

Import a document from a Microsoft Office application using the Share It window. The document must have been previously selected using the Share It button in the original Microsoft application.

Audit Trail

Display a table containing a full history of the selected document. You can then export the audit trail to a Microsoft Excel document, if desired.

Check In

Return an edited document to the Document Manager database and record the changes.

Check Out

Take a document out of the Document Manager database for editing.

Checked out Info

View the current details of a selected document which is currently checked out.

Export

Place a document from the Document Manager database to a location on a network or local drive.

Make a copy

Make a copy of a checked in document for reuse, probably as a similar document for this or another person or entity.

Properties

View and edit the selected document record properties.

To Do

(AE)

Add a To Do task to a selected document.

Undo Checkout

Replace a checked out document in the Document Manager database without recording any changes.

Versions

Display a table showing all the versions of a document checked in and out and who dealt with each version. It includes the Status of each version.

Delete Documents

Delete the selected documents.

Export Documents

Export multiple documents. Click the option to open the Export Document window which displays selected documents that can or cannot be exported.

Export to Excel

Export the list of presently displayed documents to a Microsoft Excel spreadsheet.

Link Document

Link this document with one or more others.

Mark as Sent

Update the status of a selected completed document as having been sent.

Print

Send the selected document to an office printer. In the Print window that displays, select your desired printer and adjust your print job properties as required.

Publish to Portal

Copy documents to your portal in MYOB AE or AO Live.

See Publishing documents to your portal.

Send via Email

Send a document via Microsoft Outlook.

Current status

View the current approval status of the document.

In Progress

Set the document approval as In Progress.

Rework

(AE)

Set the document approval as Rework.

Awaiting Approval

(AE)

Set the document approval as Awaiting Approval.

Approved/Complete

(AE)

Set the document approval as Approved or Complete.

Complete

(AO)

Set the document approval as Complete.