Email Settings tab
The Email Settings tab is used to configure Document Manager to work with Microsoft Outlook.
Before you can set up Microsoft Outlook with Document Manager, you must have an Email Document Type defined and listed in Add Documents (on the Document Types tab).
- Select Maintenance > Maintenance Map (AO) > Documents > Document Manager Setup. Document Manager Setup opens on the Welcome tab.
- Click the Email Settings tab. The Email Settings tab is displayed.
- In the External email settings section, select the appropriate options:
- To capture all external emails, ensure that the Save all external emails in MYOB Document Manager checkbox is selected. If you do not want Document Manager to capture all external emails, deselect the Save all external emails in MYOB Document Manager checkbox. External emails are those emails sent to an email address that is not listed amongst your Practice Registered Domains (see step 6 below).
- To automatically add the document reference number to each external email, ensure that the Show reference number for external emails generated from Document Manager checkbox is selected. If you do not want Document Manager to automatically add the document reference number to each external email, deselect the Show reference number for external emails generated from Document Manager checkbox.
- To automatically link a sent document to the email, ensure that the Automatically Link Sent Document to Email checkbox is selected. If you do not want to automatically link a sent document to the email, deselect the Automatically Link Sent Document to Email checkbox.
Select the Default email document type from the drop-down. For example, the default email document type would nominally be an Email.
If no appropriate option is listed in the drop-down menu, then the document type must be defined. Cancel this procedure and go back to configuring Document Types tab.
In the Default email attachment type section, select the default option for attaching files to emails:
Link — attaches the document to the email as a Document Manager link.
Document — attaches the document to the email as a file attachment.
Link for internal emails, document for external emails — if the destination email has a domain listed in the Practice Registered Domains field, documents will be attached as links. Otherwise, they will be attached as files.
In the Save draft emails in MYOB Document Manager section, select the default save option to be used for all draft emails. The available options are:
Optional — If this option is selected, a confirmation message will appear every time you save an external email to save a copy in Document Manager.
Mandatory — If this option is selected, draft emails will be automatically saved in both Document Manager and Microsoft Outlook. No confirmation messages will appear.
None — If this option is selected, draft emails will only be saved in Microsoft Outlook and no confirmation messages will appear.
If at least one email address in an email’s recipient field is an external domain, all emails will receive documents attached as files.
In the Practice Registered Domains section, add your practice’s email domains so that all internal emails are excluded from Document Manager. This field is limited to a maximum of 1000 alphanumeric characters.
To proceed to the Document Locations tab of the Document Manager Setup, click Next, or to save and close the Document Manager Setup, click Finish.