EOFY 2024
Overview
MYOB Document Manager is a document management system that streamlines the processes involved in creating and retrieving information. A variety of document v...
Configuring Document Manager for use
Configuring Document Manager for use is only required during the initial implementation of your system. The configuration would normally be completed by your...
Microsoft Office applications & MYOB Document Manager
Microsoft Outlook, Word, Excel, Visio and PowerPoint can be configured to work seamlessly with MYOB Document Manager. You can elect to capture all or selecte...
Document Manager options
Document Manager includes a range of tools and options designed to help create, search, catalogue and store all your practice documents quickly, easily and s...
Using Document Manager
This section contains details of procedures used in Document Manager, including: Creating new documents Viewing and editing document properties Copying docum...
Searching and viewing documents
Download a PDF guide to learn more about searching for documents. Document Manager offers a number of different search strategies and pages / tabs that you c...
Migrating to Document Manager
The Document Migration Wizard is used to migrate documents from a previous document management system to MYOB Document Manager. You can only migrate from the...
Standard merge fields
Document Manager has an extensive range of fields that can be added to templates for mail merging. All standard mail merge fields are listed in this section....