PS Help: Document Manager
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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.

How to access Document Manager
  • 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

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

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  Integration with Microsoft Office applications

  Tools and options

  Using Document Manager

  Searching & viewing documents

  Migrating to Document Manager

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