Email is left as checked out and In Progress after being profiled to DM and Sent

This support note applies to:

• AO Document Manager (AU)
• AO Classic Document Manager (AU)
• AO Classic Document Manager (NZ)
• AO Document Manager (NZ)
• AE Document Manager (NZ)
• AE Document Manager (AU)

In MYOB Document Manager (DM) when the default "Save Sent Item To" location is changed (via Options in Outlook), upon sending an email it will leave the document checked out with a status of In Progress in DM. You will need to undo the checkout for this document and manually update the status to complete.

To resolve this issue, prior to sending the email, ensure you're using the default location that Outlook saves Sent Items to.

Once the email is sent, you can then move the Sent item from the Sent folder to a different location.

Document Manager monitors the 'Sent' folder to determine if an email has been sent. If you change the Sent folder or Outlook Emails saved as Checked Out, Document Manager is unable to determine if the email has been sent.