Sections of the Tasks bar

The four areas on the Tasks bar:

Add Documents

Option	Description
Add <Doc Type>	Create a user defined document (for example, Add Email).
Add Calculator	Add a calculator to the Document Manager database.
Add Checklist	Add the details of a checklist to the Document Manager database.
Add Email	Add an email to the Document Manager database.
Add Fax	Add the details of a fax to the Document Manager database.
Add File Note	Add a file note to the Document Manager database.
Add Form	Add details of a form to the Document Manager database.
Add Letter	Add details a letter to the Document Manager database.
Add Meeting	Add details of a meeting to the Document Manager database.
Add Minutes	Add details of the minutes of a meeting to the Document Manager database.
Add Phone Call	Add details of a phone call to the Document Manager database.
Add Workpaper	Add the details of a workpaper to the Document Manager database.
Import document	Import a document from a Microsoft Office application using the Share It window. The document must have been previously selected using the Share It button in the original Microsoft application.

Single Document

Option	Description
Audit Trail	Display a table containing a full history of the selected document. You can then export the audit trail to a Microsoft Excel document, if desired.
Check In	Return an edited document to the Document Manager database and record the changes.
Check Out	Take a document out of the Document Manager database for editing.
Checked out Info	View the current details of a selected document which is currently checked out.
Export	Place a document from the Document Manager database to a location on a network or local drive.
Make a copy	Make a copy of a checked in document for reuse, probably as a similar document for this or another person or entity.
Properties	View and edit the selected document record properties.
To Do (AE)	Add a To Do task to a selected document.
Undo Checkout	Replace a checked out document in the Document Manager database without recording any changes.
Versions	Display a table showing all the versions of a document checked in and out and who dealt with each version. It includes the Status of each version.

Multi Document

Option	Description
Delete Documents	Delete the selected documents.
Export Documents	Export multiple documents. Click the option to open the Export Document window which displays selected documents that can or cannot be exported.
Export to Excel	Export the list of presently displayed documents to a Microsoft Excel spreadsheet.
Link Document	Link this document with one or more others.
Mark as Sent	Update the status of a selected completed document as having been sent.
Print	Send the selected document to an office printer. In the Print window that displays, select your desired printer and adjust your print job properties as required.
Publish to Portal	Copy documents to your portal in MYOB AE or AO Live. See Publishing documents to your portal.
Send via Email	Send a document via Microsoft Outlook.

Document Status

Option	Description
Current status	View the current approval status of the document.
In Progress	Set the document approval as In Progress.
Rework (AE)	Set the document approval as Rework.
Awaiting Approval (AE)	Set the document approval as Awaiting Approval.
Approved/Complete (AE)	Set the document approval as Approved or Complete.
Complete (AO)	Set the document approval as Complete.