Breadcrumbs

Merge settings

Merge Settings are used in the merge function when a creating documents and selecting the contact whose details can be merged into the document.

You should only select MYOB Document Manager as the integrated system with MYOB Intranet.

To configure contact merge settings

  1. Access the MYOB Intranet Administration window. See MYOB Intranet Administration and Maintenance.

  2. Select Tools > Merge Settings on the main menu. The Contact Merge Settings window opens.

  3. Select MYOB Document Manager from the drop-down. The default file location where the merged documents are saved will be determined by Document Manager.

  4. Click OK. The Contact Merge Settings window closes.