The Document Locations tab is used to set the default locations where your practice’s documents will be saved. The default document locations for storing documents checked out by each user and the practice, and the practice export location can be configured.
Access to the Document Locations tab may be denied to some users.
To set the default document locations for storing documents
- Select Maintenance > Maintenance Map (AO) > Documents > Document Manager Setup.
- Document Manager Setup opens on the Welcome tab.
Click the Document Locations tab. The Document Locations tab is displayed.
In the Document Check Out Location section, either:
Select the MYOB default location checkbox.
This will store checked out documents in each staff member’s Documents and Settings\<User Name>\My Documents\MYOB\Document Manager folder.
Enter a Practice set location (fixed location for all users) which will become the default location for all users.
Either a local path can be specified for each staff member or a shared network location can be specified for checked out documents.
In the Document Export Location section, enter the default location for all documents exported from Document Manager.
Either a local path can be specified for each staff member or a shared network location can be specified for exported documents.
In the Document Manager Log Files section, enter the number of days that log files will be kept before they are deleted.
The minimum number of days that the log files will be maintained is 30.
The maximum number of days that the log files will be maintained is 999999999.
Click Next to proceed to the Audit Trail Settings tab of the Document Manager Setup.
or
Click Finish to save and close the Document Manager Setup.
