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Adding a new Filing Cabinet

This support note applies to:

  • AO Document Manager (AU)
  • AO Document Manager (NZ)
  • AE Document Manager (NZ)
  • AE Document Manager (AU)
Article ID: 28002

In MYOB Document Manager, filing cabinets are used to profile and classify documents imported or saved to Document Manager. This article outlines the steps required to create a new filing cabinet in MYOB Document Manager.

To create a new filing cabinet

  1. In AE/AO, go to Maintenance > Maintenance Map > Documents > Document Manager Setup. The Document Manager Setup tab displays.
  2. To view the filing cabinet list, you can either:
    1. under the Welcome tab, click Filing Cabinets or
    2. scroll through the tabs to the right and click the Filing Cabinets tab
  3. On the Tasks bar, select Create new filing cabinet. Step 1 of the Create Filing Cabinet Wizard opens.
  4. In the Name field, type the required filing cabinet name.  Select the relevant options for your practice in the Main tab and click Next. Step 2 of the Create Filing Cabinet Wizard opens.
  5. On the right-hand side of the window, click the green + icon. The Select extra fields window opens.

    Only the extra lists and extra fields linked to documents are available for selection.
  6. Select the required Extra fields and click OK. Step 2 of the Create Filing Cabinet Wizard displays again.
  7. Select Mandatory and Multi value options for each extra field if relevant and click Next. Step 3 of the Create Filing Cabinet Wizard opens.

  8. Under Available Security Groups, highlight the correct security group.
  9. Click -> to assign this security group to Filing Cabinet Security Settings. The selected group displays in Filing Cabinet Security Settings.
  10. Repeat Steps 8-9 until all of the required security groups appear under Filing Cabinet Security Settings.
  11. Tick the relevant security permissions for each security group and click Finish. The Filing Cabinet tab appears and the new item is displayed in the Filing Cabinet list.
  12. Click Finish. You have created a new filing cabinet to classify your documents.

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