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.
- Click Documents on the toolbar.
- Select Document > Find Documents on the toolbar. The Find Documents page opens.
- Select Document > Analyse Documents on the toolbar. The Analyse Documents page opens.