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Importing and profiling documents

You can use PDF Manager to import existing PDF, Microsoft Word, Excel and PowerPoint files to add to your document.

See our System Requirements to find out which Microsoft Office versions are currently supported.

If the documents have been prepared by another MYOB application (for example, Tax) the document will contain information which PDF Manager can use to pre-profile it before saving it in the chosen contact’s filing cabinet.

If a document belongs to more than one contact, you will be prompted to choose the most appropriate contact.

To import and profile existing documents into PDF Manager
  1. Click File > Import document. The Open window opens.

  2. Navigate to the existing document and click Open.

  3. If the document contains information for more than one contact (added by the MYOB application which prepared it (for example, Tax), the Select Contact window opens. You are prompted to select one contact from the drop-down.

  4. Select one contact and click OK to continue.

  5. If the document contains contact identification added by another MYOB application (for example, Tax), the Create Document wizard opens at Step 1: Contact, Stationery and Standard Information. Fields such as Contact are filled automatically from data supplied by the parent application.

  6. Click Next. The next wizard tab, Step 2: Profiling of the Document opens.

  7. Select the Filing Cabinet to be used from the drop-down.

  8. Complete the fields in the table.

  9. Click Finish. The wizard closes and the document is stored in the correct part of the database.



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