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Using Save With for Document Manager

MYOB Document Manager captures all client communications, including email and scanned documents, into one organised, searchable and secure space.

To save with Document Manager
  1. Select PDF Manager menu > File > Save With. The Save With window opens.
  2. Select Document Manager from the Product drop-down.
  3. Enter a File name and click OK. ShareIt.exe is launched, enabling you to profile the PDF document to save with Document Manager
  4. Click OK

 

 

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