The four areas on the Tasks bar:
Add <Doc Type>
Create a user defined document (for example, Add Email).
Add a calculator to the Document Manager database.
Add the details of a checklist to the Document Manager database.
Add an email to the Document Manager database.
Add the details of a fax to the Document Manager database.
Add File Note
Add a file note to the Document Manager database.
Add details of a form to the Document Manager database.
Add details a letter to the Document Manager database.
Add details of a meeting to the Document Manager database.
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 the details of a workpaper to the Document Manager database.
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.
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.
Return an edited document to the Document Manager database and record the changes.
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.
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.
View and edit the selected document record properties.
Add a To Do task to a selected document.
Replace a checked out document in the Document Manager database without recording any changes.
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.
Delete the selected 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 this document with one or more others.
Mark as Sent
Update the status of a selected completed document as having been sent.
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.
Send via Email
Send a document via Microsoft Outlook.
View the current approval status of the document.
Set the document approval as In Progress.
Set the document approval as Rework.
Set the document approval as Awaiting Approval.
Set the document approval as Approved or Complete.
Set the document approval as Complete.