Documents

In MYOB AO, the Documents menu is opened by selecting Maintenance > Maintenance Map > Documents. It is used to set up and maintain Mailing settings.

Documents are any files which are prepared or relate to the work you are doing for a client. They include:

• Spreadsheets

• Word documents

• PDFs

• HTML pages

• Graphics

• Media files.

When you open a document from within a Client or Contact page, the application that created the document launches automatically.

Documents are set up, managed and maintained using the following sub-menus of Maintenance > Documents:

• Document creation settings

• (Practice Manager) Document style defaults

• (Practice Manager) Document styles

• (AE) Document storage settings

• Mailing settings

• (Practice Manager) Master paragraphs