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Document Manager search window does not retain field chooser changes

This support note applies to:

  • AO Document Manager (AU)
  • AO Document Manager (NZ)
  • AE Document Manager (NZ)
  • AE Document Manager (AU)
Article ID: 37033

In MYOB Document Manager (DM) version 4.0.5, 4.0.6 and 4.0.7 when you access the Document Search Window from any MS Office product and you customise the window using the Field Chooser option to include new fields, these changes are not retained after existing the window.

For example, adding the Date Created field from the Field Chooser in the Document Search Window for sorting and searching the results, the Date Created field is not retained.

MYOB has addressed this issue in MYOB Document Manager, Product Version 4.0.23.
Please refer to the my.MYOB Product Downloads page, Australia or New Zealand to download the latest release.

The Document Search Window can be accessed from within the following MS Office products:

Word / ExcelTo access the Document Search Window from Word or Excel, click the Insert Managed Document icon located within the Document Manager ribbon.
OutlookTo access the Document Search Window from Outlook, click the ShareIt icon, select Link email and Attach Document


Internal Note:

Insert PR # 112316299732 

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