Employee Settings tab

The Employee Settings tab enables your practice to define the document storage locations, some default mail settings and document security settings individually for each employee.

The Employee Settings tab of the Document Manager Setup is the same as the Employee page > Document Settings tab.

To enter employee settings for a practice employee

Select Maintenance > Maintenance Map (AO) > Documents > Document Manager Setup. Document Manager Setup opens on the Welcome tab.
Click the Employee Settings tab. The Employee Settings sub-tab is displayed.
Enter the Employee Name.
or
Click the ellipse button at the end of the Employee Name field to open the Find Employees window. Find and select the employee.
Click OK.
Enter a location for the Default Filing Cabinet or select it from the drop-down. This is the default filing cabinet that will be used by this employee when creating new documents.
Select the appropriate option in the Document Check Out Location section.
Select to use the Practice Default Setting as this employee’s Default Check Out Location. The default location is C:\Users\<employee name>\Documents\MYOB\Document Manager.
or
Select the Employee set location option. Enter the full path to the directory location for the employee’s documents in the blank field directly below.
Select the appropriate option in the Document Export Location section.
Select to use the Practice Default Setting as this employee’s Document Export Location.
or
Select the Employee set location option. Enter the full path to the directory location for the employee’s documents in the blank field directly below.
Click the Mail Settings sub-tab to set the email conditions for the employee.
Select the following options, as required:
- Send email by default
- Edit email before sending by default.

Click the Security sub-tab.

To set the security conditions for the employee select the following options, as required.

Click the Approver checkbox. Selecting this option will enable the employee to approve documents.

Click the Document Manager Administrator checkbox. Selecting this option will assign Document Manager administrator rights to the employee.

Click the Allow deletion of In Progress documents checkbox. Selecting this option will enable the employee to delete documents with a status of In Progress.

Click Next to proceed to the Contact Documents Defaults tab of the Document Manager Setup.
or
Click Finish to save and close the Document Manager Setup.