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Editing documents

Corporate Compliance and Corporate Admin will be retired on 15 April 2024.
You won't be able to use either software after 15 April 2024. Learn what this means for you

Use the company‚Äôs Documents tab to edit, style, and format documents used for the company.

How to edit company documents
  1. Select and open the corporation. See Selecting a corporation. The corporation opens at the Details tab.
  2. Click the Documents tab. The Documents screen opens.
  3. Select the document and click Edit document on the Task Bar. The Document Editor screen opens.
  4. Change the required text, formatting and margins using the toolbar and menus.
    File menu:

    • Save

    • Print

    • Page Setup (allows you to set margin options)

    • Revert to Master (is only enabled when editing a document template that has a custom template, use this option if you want the template to be reverted to the MYOB Master.)

    • Close.

    Edit menu:

    • Undo

    • Redo

    • Cut

    • Copy

    • Paste.

    Format menu:

    • Font (lists available fonts, styles and size)

    • Paragraph

    • Bullets and Numbering.

    Table menu:

    • Insert

    • Delete

    • Select

    • Properties.

  5. Select File > Save to save the document.

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