Microsoft Office applications & MYOB Document Manager

Using Document Manager with Office

Microsoft Outlook, Word, Excel, Visio and PowerPoint can be configured to work seamlessly with MYOB Document Manager. You can elect to capture all or selected documents made using these Microsoft tools to your Document Manager system. This enables documents to be easily found and used in a Client, Contact, Assignment Details (AE) or Employee pages in seconds.

You can choose whether or not to add reference numbers to documents and whether to use version control. You can exclude internal emails so that there is no risk of sending them to outsiders. You can link documents with any other documents in your Document Manager database.