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Emails marked to be approved are sent without approval

This support note applies to:

  • AO Document Manager (AU)
  • AO Document Manager (NZ)
  • AE Document Manager (NZ)
  • AE Document Manager (AU)
Article ID: 37037

In MYOB Document Manager (DM) you may find that emails created in Outlook that have been marked 'Approval Required' are sent without approval.

In the following situation, no prompt for approval will appear in the above situation as the email has already been sent prior to profiling it into Document Manager.

  1. An email is created from within Outlook,
  2. The email is then sent by clicking the Send icon,
  3. The profiling wizard appears and the Approval Required is marked and
  4. The Finish option is selected and no prompt for approval appears.

If you require the email to be approved before it is sent to the recipient, we recommend using the process below to save and profile the email in Document Manager prior to sending.

Sending an email for approval
  1. Create the email from Outlook and select the Document Manager tab.
  2. Click ShareIt.
  3. In the Create Document Wizard, enter the relevant profiling details and click Approval Required.
  4. Click Finish.

The profiling window closes and the email remains in Outlook. When clicking Send It, it will advise the user that approval is required.

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