Accessing Document Manager

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.